Turtle Creek Wealth Advisors’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$845K Sell
3,236
-16,957
-84% -$5.91M 0.04% 182
2026
Q1
$8.73M Buy
20,193
+2,928
+17% +$1.4M 0.66% 39
2025
Q4
$11.4M Buy
17,265
+2,881
+20% +$1.9M 0.9% 29
2025
Q3
$9.82M Buy
14,384
+1,946
+16% +$1.4M 0.88% 33
2025
Q2
$9.8M Buy
12,438
+900
+8% +$609K 1.16% 23
2025
Q1
$7.08M Buy
+11,538
New +$6.93M 1.06% 29
2024
Q4
Sell
-9,758
Closed -$6.06M 113
2024
Q3
$6.06M Buy
9,758
+325
+3% +$207K 1.21% 24
2024
Q2
$6.2M Buy
9,433
+7,984
+551% +$4.95M 1.44% 19
2024
Q1
$942K Sell
1,449
-90
-6% -$57.5K 0.23% 75
2023
Q4
$962K Buy
+1,539
New +$849K 0.28% 73

Other funds holding INTU

Turtle Creek Wealth Advisors's INTU Position: Q2 2026 in Review

Turtle Creek Wealth Advisors reduced its Intuit (INTU) stake by 84% in Q2 2026, selling an estimated $5.91M and leaving 3,236 shares worth $845K. The position accounts for 0.04% of the portfolio, ranked #182.

Turtle Creek Wealth Advisors first reported a position in INTU in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.4M in Q4 2025. 572 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Turtle Creek Wealth Advisors held 3,236 shares of Intuit worth $845K as of Q2 2026.
  • Turtle Creek Wealth Advisors sold 16,957 Intuit shares in Q2 2026, an estimated $5.91M.
  • Intuit made up 0.04% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #182 holding.
  • Turtle Creek Wealth Advisors first reported a position in Intuit in Q4 2023 and has held it in 10 quarters since.
  • Turtle Creek Wealth Advisors's Intuit position peaked at $11.4M in Q4 2025.
  • 572 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.