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Vance Wealth’s Intuit INTU Stock Holding History

Vance Wealth’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 		$466K Buy
1,787
+543
+44% +$189K 0.11% 82
2026
Q1 		$538K Buy
1,244
+139
+13% +$66.3K 0.16% 70
2025
Q4 		$732K Buy
1,105
+6
+0.5% +$3.96K 0.22% 58
2025
Q3 		$751K Sell
1,099
-17
-2% -$12.3K 0.23% 59
2025
Q2 		$879K Buy
1,116
+16
+1% +$10.8K 0.3% 56
2025
Q1 		$675K Buy
1,100
+7
+0.6% +$4.2K 0.25% 57
2024
Q4 		$687K Buy
1,093
+4
+0.4% +$2.56K 0.27% 49
2024
Q3 		$676K Sell
1,089
-10
-0.9% -$6.38K 0.26% 50
2024
Q2 		$722K Sell
1,099
-600
-35% -$372K 0.3% 46
2024
Q1 		$1.1M Buy
1,699
+26
+2% +$16.6K 0.44% 38
2023
Q4 		$1.05M Sell
1,673
-2
-0.1% -$1.1K 0.45% 37
2023
Q3 		$856K Buy
+1,675
New +$848K 0.4% 38

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

Vance Wealth's INTU Position: Q2 2026 in Review

Vance Wealth increased its Intuit (INTU) stake by 44% in Q2 2026, buying an estimated $189K and bringing the position to 1,787 shares worth $466K. The position accounts for 0.11% of the portfolio, ranked #82.

Vance Wealth first reported a position in INTU in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.1M in Q1 2024. 1,739 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Vance Wealth held 1,787 shares of Intuit worth $466K as of Q2 2026.
  • Vance Wealth bought 543 Intuit shares in Q2 2026, an estimated $189K.
  • Intuit made up 0.11% of Vance Wealth's portfolio in Q2 2026, its #82 holding.
  • Vance Wealth first reported a position in Intuit in Q3 2023 and has held it in 12 quarters since.
  • Vance Wealth's Intuit position peaked at $1.1M in Q1 2024.
  • 1,739 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.