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VisionPoint Advisory Group’s Intuit INTU Stock Holding History

VisionPoint Advisory 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 		$221K Buy
+846
New +$295K 0.04% 442
2026
Q1 		– Sell
-467
Closed -$309K – 462
2025
Q4 		$309K Sell
467
-52
-10% -$34.4K 0.06% 297
2025
Q3 		$354K Buy
519
+153
+42% +$110K 0.07% 265
2025
Q2 		$288K Buy
+366
New +$248K 0.06% 278
2024
Q3 		– Sell
-45
Closed -$29.6K – 498
2024
Q2 		$29.6K Buy
45
+24
+114% +$14.9K 0.01% 344
2024
Q1 		$13.7K Sell
21
-11
-34% -$7.02K ﹤0.01% 430
2023
Q4 		$19.4K Sell
32
-14
-30% -$7.72K 0.01% 356
2023
Q3 		$23.5K Buy
46
+18
+64% +$9.11K 0.01% 350
2023
Q2 		$12.8K Buy
+28
New +$12.3K 0.01% 368
2021
Q1 		– Sell
-552
Closed -$210K – 133
2020
Q4 		$210K Sell
552
-305
-36% -$107K 0.11% 133
2020
Q3 		$280K Sell
857
-173
-17% -$54.1K 0.12% 94
2020
Q2 		$297K Buy
1,030
+25
+2% +$6.86K 0.12% 82
2020
Q1 		$231K Buy
+1,005
New +$272K 0.11% 100

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

VisionPoint Advisory Group's INTU Position: Q2 2026 in Review

VisionPoint Advisory Group opened a new position in Intuit (INTU) in Q2 2026: 846 shares worth $221K. The stake represents 0.04% of the portfolio and ranks #442 among its holdings. This is a return to the name: VisionPoint Advisory Group previously reported a position in INTU as recently as Q4 2025.

VisionPoint Advisory Group first reported a position in INTU in Q1 2020 and has held it in 13 quarters since. The position peaked at $354K in Q3 2025. 1,739 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • VisionPoint Advisory Group held 846 shares of Intuit worth $221K as of Q2 2026.
  • Intuit was a new VisionPoint Advisory Group position in Q2 2026.
  • Intuit made up 0.04% of VisionPoint Advisory Group's portfolio in Q2 2026, its #442 holding.
  • VisionPoint Advisory Group first reported a position in Intuit in Q1 2020 and has held it in 13 quarters since.
  • VisionPoint Advisory Group's Intuit position peaked at $354K in Q3 2025.
  • 1,739 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.