Wealthcare Advisory Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $246K | Sell |
941
-196
| -17% | -$68.3K | ﹤0.01% | 955 |
|
|
2026
Q1 | $491K | Buy |
1,137
+560
| +97% | +$267K | 0.01% | 703 |
|
|
2025
Q4 | $382K | Buy |
577
+47
| +9% | +$31.1K | 0.01% | 782 |
|
|
2025
Q3 | $362K | Sell |
530
-46
| -8% | -$33.2K | 0.01% | 780 |
|
|
2025
Q2 | $454K | Sell |
576
-6
| -1% | -$4.06K | 0.01% | 669 |
|
|
2025
Q1 | $357K | Sell |
582
-79
| -12% | -$47.4K | 0.01% | 679 |
|
|
2024
Q4 | $415K | Sell |
661
-111
| -14% | -$70.9K | 0.01% | 620 |
|
|
2024
Q3 | $479K | Sell |
772
-117
| -13% | -$74.7K | 0.01% | 579 |
|
|
2024
Q2 | $584K | Buy |
889
+96
| +12% | +$59.5K | 0.02% | 503 |
|
|
2024
Q1 | $515K | Buy |
793
+152
| +24% | +$97K | 0.02% | 534 |
|
|
2023
Q4 | $401K | Buy |
641
+84
| +15% | +$46.3K | 0.02% | 527 |
|
|
2023
Q3 | $285K | Sell |
557
-21
| -4% | -$10.6K | 0.01% | 563 |
|
|
2023
Q2 | $265K | Hold |
578
| – | – | 0.01% | 600 |
|
|
2023
Q1 | $258K | Sell |
578
-14
| -2% | -$5.75K | 0.01% | 629 |
|
|
2022
Q4 | $230K | Buy |
592
+32
| +6% | +$12.7K | 0.01% | 613 |
|
|
2022
Q3 | $217K | Buy |
+560
| New | +$242K | 0.01% | 555 |
|
|
2022
Q1 | – | Sell |
-568
| Closed | -$366K | – | 567 |
|
|
2021
Q4 | $366K | Buy |
+568
| New | +$351K | 0.02% | 397 |
|
|
2021
Q2 | – | Sell |
-180
| Closed | -$69K | – | 1186 |
|
|
2021
Q1 | $69K | Buy |
+180
| New | +$69.3K | 0.01% | 783 |
|
|
2020
Q2 | – | Sell |
-154
| Closed | -$35K | – | 841 |
|
|
2020
Q1 | $35K | Buy |
154
+5
| +3% | +$1.35K | 0.01% | 588 |
|
|
2019
Q4 | $39K | Hold |
149
| – | – | 0.01% | 604 |
|
|
2019
Q3 | $40K | Hold |
149
| – | – | 0.01% | 583 |
|
|
2019
Q2 | $39K | Hold |
149
| – | – | 0.01% | 560 |
|
|
2019
Q1 | $39K | Hold |
149
| – | – | 0.01% | 516 |
|
|
2018
Q4 | $29K | Buy |
149
+1
| +0.7% | +$208 | 0.01% | 552 |
|
|
2018
Q3 | $34K | Hold |
148
| – | – | 0.01% | 552 |
|
|
2018
Q2 | $30K | Buy |
148
+81
| +121% | +$15.5K | 0.01% | 567 |
|
|
2018
Q1 | $12K | Sell |
67
-90
| -57% | -$15.1K | ﹤0.01% | 686 |
|
|
2017
Q4 | $25K | Buy |
+157
| New | +$23.9K | 0.01% | 495 |
|
Other funds holding INTU
Wealthcare Advisory Partners's INTU Position: Q2 2026 in Review
Wealthcare Advisory Partners reduced its Intuit (INTU) stake by 17% in Q2 2026, selling an estimated $68.3K and leaving 941 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #955.
Wealthcare Advisory Partners first reported a position in INTU in Q4 2017 and has held it in 28 quarters since. The position peaked at $584K in Q2 2024. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.
- Wealthcare Advisory Partners held 941 shares of Intuit worth $246K as of Q2 2026.
- Wealthcare Advisory Partners sold 196 Intuit shares in Q2 2026, an estimated $68.3K.
- Intuit made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #955 holding.
- Wealthcare Advisory Partners first reported a position in Intuit in Q4 2017 and has held it in 28 quarters since.
- Wealthcare Advisory Partners's Intuit position peaked at $584K in Q2 2024.
- 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.
Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.