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VestGen Advisors’s Intuit INTU Stock Holding History

VestGen 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 		$471K Buy
1,803
+829
+85% +$289K 0.01% 691
2026
Q1 		$378K Buy
974
+263
+37% +$125K 0.01% 755
2025
Q4 		$471K Sell
711
-462
-39% -$305K 0.02% 500
2025
Q3 		$801K Sell
1,173
-1,157
-50% -$834K 0.03% 401
2025
Q2 		$1.83M Buy
2,330
+1,543
+196% +$1.04M 0.07% 226
2025
Q1 		$483K Buy
+787
New +$473K 0.02% 390

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

VestGen Advisors's INTU Position: Q2 2026 in Review

VestGen Advisors increased its Intuit (INTU) stake by 85% in Q2 2026, buying an estimated $289K and bringing the position to 1,803 shares worth $471K. The position accounts for 0.01% of the portfolio, ranked #691.

VestGen Advisors first reported a position in INTU in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.83M in Q2 2025. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • VestGen Advisors held 1,803 shares of Intuit worth $471K as of Q2 2026.
  • VestGen Advisors bought 829 Intuit shares in Q2 2026, an estimated $289K.
  • Intuit made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #691 holding.
  • VestGen Advisors first reported a position in Intuit in Q1 2025 and has held it in 6 quarters since.
  • VestGen Advisors's Intuit position peaked at $1.83M in Q2 2025.
  • 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.