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Wealth Enhancement Trust Services’s Intuit INTU Stock Holding History

Wealth Enhancement Trust Services’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 		$1.66M Sell
6,348
-391
-6% -$136K 0.18% 108
2026
Q1 		$2.91M Buy
6,739
+3,091
+85% +$1.47M 0.35% 65
2025
Q4 		$2.42M Buy
+3,648
New +$2.41M 0.31% 65

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wealth Enhancement Trust Services's INTU Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its Intuit (INTU) stake by 5.8% in Q2 2026, selling an estimated $136K and leaving 6,348 shares worth $1.66M. The position accounts for 0.18% of the portfolio, ranked #108.

Wealth Enhancement Trust Services first reported a position in INTU in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.91M in Q1 2026. 1,258 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Wealth Enhancement Trust Services held 6,348 shares of Intuit worth $1.66M as of Q2 2026.
  • Wealth Enhancement Trust Services sold 391 Intuit shares in Q2 2026, an estimated $136K.
  • Intuit made up 0.18% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #108 holding.
  • Wealth Enhancement Trust Services first reported a position in Intuit in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Intuit position peaked at $2.91M in Q1 2026.
  • 1,258 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.