Wealth Preservation Advisors’s Intuit INTU Stock Holding History

Wealth Preservation 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	–	Sell	-86	Closed	-$37.2K	–	479
2026 Q1	$37.2K	Buy	+86	New	+$41K	0.03%	212

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealth Preservation Advisors's INTU Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Intuit (INTU) in Q2 2026, closing a stake of 86 shares — an estimated $37.2K sold.

Wealth Preservation Advisors first reported a position in INTU in Q1 2026 and held it in 1 quarter. The position peaked at $37.2K in Q1 2026. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Wealth Preservation Advisors reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 86 Intuit shares in Q2 2026, an estimated $37.2K.
Wealth Preservation Advisors first reported a position in Intuit in Q1 2026 and held it in 1 quarter.
Wealth Preservation Advisors's Intuit position peaked at $37.2K in Q1 2026.
1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

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