XXI Wealth LLC’s Intuit INTU Stock Holding History

XXI Wealth LLC’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	$235K	Buy	899 +67	+8%	+$23.3K	0.11%	199
2026 Q1	$360K	Buy	832 +118	+17%	+$56.3K	0.2%	135
2025 Q4	$473K	Buy	+714	New	+$472K	0.29%	87

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

XXI Wealth LLC's INTU Position: Q2 2026 in Review

XXI Wealth LLC increased its Intuit (INTU) stake by 8.1% in Q2 2026, buying an estimated $23.3K and bringing the position to 899 shares worth $235K. The position accounts for 0.11% of the portfolio, ranked #199.

XXI Wealth LLC first reported a position in INTU in Q4 2025 and has held it in 3 quarters since. The position peaked at $473K in Q4 2025. 1,743 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

XXI Wealth LLC held 899 shares of Intuit worth $235K as of Q2 2026.
XXI Wealth LLC bought 67 Intuit shares in Q2 2026, an estimated $23.3K.
Intuit made up 0.11% of XXI Wealth LLC's portfolio in Q2 2026, its #199 holding.
XXI Wealth LLC first reported a position in Intuit in Q4 2025 and has held it in 3 quarters since.
XXI Wealth LLC's Intuit position peaked at $473K in Q4 2025.
1,743 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

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