Valeo Financial 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 | $368K | Sell |
1,408
-537
| -28% | -$187K | 0.01% | 546 |
|
|
2026
Q1 | $841K | Sell |
1,945
-850
| -30% | -$405K | 0.02% | 298 |
|
|
2025
Q4 | $1.85M | Buy |
2,795
+280
| +11% | +$185K | 0.04% | 182 |
|
|
2025
Q3 | $1.72M | Sell |
2,515
-114
| -4% | -$82.2K | 0.04% | 190 |
|
|
2025
Q2 | $2.07M | Buy |
2,629
+191
| +8% | +$129K | 0.05% | 164 |
|
|
2025
Q1 | $1.5M | Buy |
2,438
+73
| +3% | +$43.8K | 0.04% | 195 |
|
|
2024
Q4 | $1.49M | Sell |
2,365
-70
| -3% | -$44.7K | 0.04% | 186 |
|
|
2024
Q3 | $1.51M | Buy |
2,435
+144
| +6% | +$91.9K | 0.04% | 193 |
|
|
2024
Q2 | $1.51M | Sell |
2,291
-18
| -0.8% | -$11.2K | 0.05% | 180 |
|
|
2024
Q1 | $1.47M | Sell |
2,309
-64
| -3% | -$40.9K | 0.05% | 182 |
|
|
2023
Q4 | $1.48M | Buy |
2,373
+368
| +18% | +$203K | 0.06% | 173 |
|
|
2023
Q3 | $1.02M | Buy |
2,005
+147
| +8% | +$74.4K | 0.05% | 204 |
|
|
2023
Q2 | $851K | Buy |
1,858
+69
| +4% | +$30.2K | 0.04% | 224 |
|
|
2023
Q1 | $798K | Buy |
1,789
+157
| +10% | +$64.5K | 0.04% | 249 |
|
|
2022
Q4 | $635K | Buy |
1,632
+1,043
| +177% | +$414K | 0.03% | 244 |
|
|
2022
Q3 | $228K | Buy |
589
+12
| +2% | +$5.18K | 0.01% | 414 |
|
|
2022
Q2 | $222K | Sell |
577
-186
| -24% | -$77K | 0.01% | 421 |
|
|
2022
Q1 | $367K | Buy |
763
+108
| +16% | +$55.3K | 0.02% | 401 |
|
|
2021
Q4 | $421K | Buy |
655
+93
| +17% | +$57.4K | 0.02% | 348 |
|
|
2021
Q3 | $303K | Buy |
+562
| New | +$303K | 0.02% | 396 |
|
|
2021
Q2 | – | Sell |
-6,382
| Closed | -$2.44M | – | 1145 |
|
|
2021
Q1 | $2.44M | Buy |
6,382
+5
| +0.1% | +$1.93K | 0.11% | 105 |
|
|
2020
Q4 | $2.42M | Buy |
6,377
+6,097
| +2,178% | +$2.14M | 0.12% | 93 |
|
|
2020
Q3 | $91K | Sell |
280
-120
| -30% | -$37.5K | 0.01% | 492 |
|
|
2020
Q2 | $118K | Buy |
400
+67
| +20% | +$18.4K | 0.01% | 455 |
|
|
2020
Q1 | $83K | Buy |
333
+2
| +0.6% | +$542 | 0.01% | 467 |
|
|
2019
Q4 | $87K | Buy |
331
+190
| +135% | +$49.7K | 0.01% | 493 |
|
|
2019
Q3 | $37K | Buy |
141
+8
| +6% | +$2.2K | ﹤0.01% | 690 |
|
|
2019
Q2 | $35K | Hold |
133
| – | – | ﹤0.01% | 694 |
|
|
2019
Q1 | $35K | Hold |
133
| – | – | ﹤0.01% | 642 |
|
|
2018
Q4 | $26K | Hold |
133
| – | – | ﹤0.01% | 632 |
|
|
2018
Q3 | $27K | Hold |
133
| – | – | ﹤0.01% | 681 |
|
|
2018
Q2 | $28K | Sell |
133
-32
| -19% | -$6.14K | ﹤0.01% | 673 |
|
|
2018
Q1 | $29K | Hold |
165
| – | – | ﹤0.01% | 621 |
|
|
2017
Q4 | $26K | Buy |
165
+69
| +72% | +$10.5K | ﹤0.01% | 612 |
|
|
2017
Q3 | $14K | Buy |
+96
| New | +$13.3K | ﹤0.01% | 631 |
|
Other funds holding INTU
LWCFA
LT
ATO
Valeo Financial Advisors's INTU Position: Q2 2026 in Review
Valeo Financial Advisors reduced its Intuit (INTU) stake by 28% in Q2 2026, selling an estimated $187K and leaving 1,408 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #546.
Valeo Financial Advisors first reported a position in INTU in Q3 2017 and has held it in 35 quarters since. The position peaked at $2.44M in Q1 2021. 705 funds tracked by Wall St. Rank hold INTU as of Q2 2026.
- Valeo Financial Advisors held 1,408 shares of Intuit worth $368K as of Q2 2026.
- Valeo Financial Advisors sold 537 Intuit shares in Q2 2026, an estimated $187K.
- Intuit made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #546 holding.
- Valeo Financial Advisors first reported a position in Intuit in Q3 2017 and has held it in 35 quarters since.
- Valeo Financial Advisors's Intuit position peaked at $2.44M in Q1 2021.
- 705 funds tracked by Wall St. Rank held Intuit as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.