Wealthedge Investment Advisors’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
$1.35M Buy
5,191
+521
+11% +$181K 0.46% 55
2026
Q1
$2.02M Buy
+4,670
New +$2.23M 0.74% 40

Other funds holding INTU

Wealthedge Investment Advisors's INTU Position: Q2 2026 in Review

Wealthedge Investment Advisors increased its Intuit (INTU) stake by 11% in Q2 2026, buying an estimated $181K and bringing the position to 5,191 shares worth $1.35M. The position accounts for 0.46% of the portfolio, ranked #55.

Wealthedge Investment Advisors first reported a position in INTU in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.02M in Q1 2026. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Wealthedge Investment Advisors held 5,191 shares of Intuit worth $1.35M as of Q2 2026.
  • Wealthedge Investment Advisors bought 521 Intuit shares in Q2 2026, an estimated $181K.
  • Intuit made up 0.46% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #55 holding.
  • Wealthedge Investment Advisors first reported a position in Intuit in Q1 2026 and has held it in 2 quarters since.
  • Wealthedge Investment Advisors's Intuit position peaked at $2.02M in Q1 2026.
  • 625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.