United Advisor Group’s Intuit INTU Stock Holding History

United Advisor Group’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	$183K	Buy	+700	New	+$244K	0.02%	527

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

United Advisor Group's INTU Position: Q2 2026 in Review

United Advisor Group reduced its Intuit (INTU) stake by 22% in Q2 2026, selling an estimated $86K and leaving 864 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #493.

United Advisor Group first reported a position in INTU in Q1 2024 and has held it in 8 quarters since. The position peaked at $480K in Q1 2026. 1,748 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

United Advisor Group held 864 shares of Intuit worth $226K as of Q2 2026.
United Advisor Group sold 247 Intuit shares in Q2 2026, an estimated $86K.
Intuit made up 0.02% of United Advisor Group's portfolio in Q2 2026, its #493 holding.
United Advisor Group first reported a position in Intuit in Q1 2024 and has held it in 8 quarters since.
United Advisor Group's Intuit position peaked at $480K in Q1 2026.
1,748 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.