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4Wealth Advisors’s Intuit INTU Stock Holding History

4Wealth 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 		$364K Sell
1,366
-5
-0.4% -$1.74K 0.28% 106
2026
Q1 		$588K Buy
1,371
+397
+41% +$189K 0.5% 69
2025
Q4 		$645K Buy
974
+57
+6% +$37.7K 0.55% 63
2025
Q3 		$626K Buy
917
+179
+24% +$129K 0.56% 63
2025
Q2 		$581K Sell
738
-14
-2% -$9.47K 0.59% 57
2025
Q1 		$462K Buy
752
+178
+31% +$107K 0.5% 70
2024
Q4 		$361K Buy
+574
New +$367K 0.36% 94

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

4Wealth Advisors's INTU Position: Q2 2026 in Review

4Wealth Advisors reduced its Intuit (INTU) stake by 0.36% in Q2 2026, selling an estimated $1.74K and leaving 1,366 shares worth $364K. The position accounts for 0.28% of the portfolio, ranked #106.

4Wealth Advisors first reported a position in INTU in Q4 2024 and has held it in 7 quarters since. The position peaked at $645K in Q4 2025. 705 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • 4Wealth Advisors held 1,366 shares of Intuit worth $364K as of Q2 2026.
  • 4Wealth Advisors sold 5 Intuit shares in Q2 2026, an estimated $1.74K.
  • Intuit made up 0.28% of 4Wealth Advisors's portfolio in Q2 2026, its #106 holding.
  • 4Wealth Advisors first reported a position in Intuit in Q4 2024 and has held it in 7 quarters since.
  • 4Wealth Advisors's Intuit position peaked at $645K in Q4 2025.
  • 705 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.