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Wallace Advisory Group’s Intuit INTU Stock Holding History

Wallace 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 		– Sell
-527
Closed -$228K – 139
2026
Q1 		$228K Sell
527
-160
-23% -$76.3K 0.24% 112
2025
Q4 		$455K Sell
687
-184
-21% -$122K 0.48% 49
2025
Q3 		$686K Sell
871
-50
-5% -$36K 0.55% 43
2025
Q2 		$565K Sell
921
-10
-1% -$6.77K 0.41% 68
2025
Q1 		$585K Sell
931
-4
-0.4% -$2.4K 0.41% 68
2024
Q4 		$581K Sell
935
-39
-4% -$24.9K 0.4% 63
2024
Q3 		$640K Hold
974
– – 0.47% 50
2024
Q2 		$640K Sell
974
-50
-5% -$31K 0.46% 51
2024
Q1 		$640K Sell
1,024
-88
-8% -$56.2K 0.48% 51
2023
Q4 		$568K Sell
1,112
-70
-6% -$38.6K 0.45% 48
2023
Q3 		$542K Buy
1,182
+87
+8% +$44K 0.39% 60
2023
Q2 		$488K Hold
1,095
– – 0.37% 72
2023
Q1 		$488K Buy
1,095
+41
+4% +$16.8K 0.37% 72
2022
Q4 		$410K Buy
+1,054
New +$418K 0.32% 84

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

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

Wallace Advisory Group sold out of Intuit (INTU) in Q2 2026, closing a stake of 527 shares — an estimated $228K sold.

Wallace Advisory Group first reported a position in INTU in Q4 2022 and held it in 14 quarters. The position peaked at $686K in Q3 2025. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Wallace Advisory Group reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Wallace Advisory Group sold 527 Intuit shares in Q2 2026, an estimated $228K.
  • Wallace Advisory Group first reported a position in Intuit in Q4 2022 and held it in 14 quarters.
  • Wallace Advisory Group's Intuit position peaked at $686K in Q3 2025.
  • 1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.