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Valley Wealth Managers’s Intuit INTU Stock Holding History

Valley Wealth Managers’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 		$6.26K Sell
24
-1,609
-99% -$560K ﹤0.01% 300
2026
Q1 		$706K Buy
1,633
+596
+57% +$284K 0.05% 145
2025
Q4 		$687K Sell
1,037
-37
-3% -$24.4K 0.04% 151
2025
Q3 		$733K Buy
+1,074
New +$774K 0.05% 140

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Valley Wealth Managers's INTU Position: Q2 2026 in Review

Valley Wealth Managers reduced its Intuit (INTU) stake by 99% in Q2 2026, selling an estimated $560K and leaving 24 shares worth $6.26K. The position accounts for ﹤0.01% of the portfolio, ranked #300.

Valley Wealth Managers first reported a position in INTU in Q3 2025 and has held it in 4 quarters since. The position peaked at $733K in Q3 2025. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Valley Wealth Managers held 24 shares of Intuit worth $6.26K as of Q2 2026.
  • Valley Wealth Managers sold 1,609 Intuit shares in Q2 2026, an estimated $560K.
  • Intuit made up ﹤0.01% of Valley Wealth Managers's portfolio in Q2 2026, its #300 holding.
  • Valley Wealth Managers first reported a position in Intuit in Q3 2025 and has held it in 4 quarters since.
  • Valley Wealth Managers's Intuit position peaked at $733K in Q3 2025.
  • 1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.