Twin Peaks Wealth Advisors’s Intuit INTU Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio INTU Stock Details INTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$260K	Sell	998 -102	-9%	-$35.5K	0.06%	184
2026 Q1	$476K	Sell	1,100 -98	-8%	-$46.7K	0.12%	113
2025 Q4	$524K	Sell	1,198 -56	-4%	-$37K	0.15%	102
2025 Q3	$857K	Sell	1,254 -43	-3%	-$31K	0.29%	66
2025 Q2	$926K	Sell	1,297 -310	-19%	-$210K	0.3%	65
2025 Q1	$955K	Buy	1,607 +1,008	+168%	+$605K	0.44%	55
2024 Q4	$376K	Buy	599 +6	+1%	+$3.83K	0.16%	95
2024 Q3	$368K	Sell	593 -71	-11%	-$45.3K	0.17%	89
2024 Q2	$436K	Sell	664 -27	-4%	-$16.7K	0.22%	81
2024 Q1	$449K	Buy	691 +30	+5%	+$19.1K	0.25%	73
2023 Q4	$413K	Buy	+661	New	+$365K	0.26%	72

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Twin Peaks Wealth Advisors's INTU Position: Q2 2026 in Review

Twin Peaks Wealth Advisors reduced its Intuit (INTU) stake by 9.3% in Q2 2026, selling an estimated $35.5K and leaving 998 shares worth $260K. The position accounts for 0.06% of the portfolio, ranked #184.

Twin Peaks Wealth Advisors first reported a position in INTU in Q4 2023 and has held it in 11 quarters since. The position peaked at $955K in Q1 2025. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Twin Peaks Wealth Advisors held 998 shares of Intuit worth $260K as of Q2 2026.
Twin Peaks Wealth Advisors sold 102 Intuit shares in Q2 2026, an estimated $35.5K.
Intuit made up 0.06% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #184 holding.
Twin Peaks Wealth Advisors first reported a position in Intuit in Q4 2023 and has held it in 11 quarters since.
Twin Peaks Wealth Advisors's Intuit position peaked at $955K in Q1 2025.
1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.