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Abacus Wealth Partners’s Intuit INTU Stock Holding History

Abacus Wealth Partners’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
-1,286
Closed -$556K – 412
2026
Q1 		$556K Buy
1,286
+241
+23% +$115K 0.05% 201
2025
Q4 		$692K Buy
+1,045
New +$691K 0.07% 156

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

Abacus Wealth Partners's INTU Position: Q2 2026 in Review

Abacus Wealth Partners sold out of Intuit (INTU) in Q2 2026, closing a stake of 1,286 shares — an estimated $556K sold.

Abacus Wealth Partners first reported a position in INTU in Q4 2025 and held it in 2 quarters. The position peaked at $692K in Q4 2025. 705 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Abacus Wealth Partners reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Abacus Wealth Partners sold 1,286 Intuit shares in Q2 2026, an estimated $556K.
  • Abacus Wealth Partners first reported a position in Intuit in Q4 2025 and held it in 2 quarters.
  • Abacus Wealth Partners's Intuit position peaked at $692K in Q4 2025.
  • 705 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.