Act Wealth Management’s Intuit INTU Stock Holding History

Act Wealth Management’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	$325K	Hold	1,245	–	–	0.1%	42
2026 Q1	$538K	Sell	1,245 -20	-2%	-$9.54K	0.18%	32
2025 Q4	$838K	Hold	1,265	–	–	0.27%	24
2025 Q3	$864K	Hold	1,265	–	–	0.3%	22
2025 Q2	$996K	Hold	1,265	–	–	0.42%	20
2025 Q1	$777K	Hold	1,265	–	–	0.35%	22
2024 Q4	$795K	Hold	1,265	–	–	0.37%	19
2024 Q3	$786K	Hold	1,265	–	–	0.35%	18
2024 Q2	$831K	Hold	1,265	–	–	0.41%	18
2024 Q1	$822K	Sell	1,265 -50	-4%	-$31.9K	0.41%	15
2023 Q4	$822K	Sell	1,315 -11	-0.8%	-$6.07K	0.44%	16
2023 Q3	$678K	Hold	1,326	–	–	0.45%	16
2023 Q2	$608K	Sell	1,326 -35	-3%	-$15.3K	0.34%	18
2023 Q1	$607K	Buy	1,361 +11	+0.8%	+$4.52K	0.36%	16
2022 Q4	$525K	Hold	1,350	–	–	0.33%	18
2022 Q3	$523K	Hold	1,350	–	–	0.37%	16
2022 Q2	$520K	Hold	1,350	–	–	0.34%	16
2022 Q1	$649K	Hold	1,350	–	–	0.37%	16
2021 Q4	$868K	Sell	1,350 -50	-4%	-$30.9K	0.5%	13
2021 Q3	$686K	Hold	1,400	–	–	0.42%	12
2021 Q2	$686K	Hold	1,400	–	–	0.42%	12
2021 Q1	$536K	Hold	1,400	–	–	0.35%	16
2020 Q4	$532K	Buy	+1,400	New	+$492K	0.34%	15

Other funds holding INTU

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Act Wealth Management's INTU Position: Q2 2026 in Review

Act Wealth Management held its Intuit (INTU) position steady in Q2 2026 at 1,245 shares worth $325K. The position accounts for 0.1% of the portfolio, ranked #42.

Act Wealth Management first reported a position in INTU in Q4 2020 and has held it in 23 quarters since. The position peaked at $996K in Q2 2025. 407 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Act Wealth Management held 1,245 shares of Intuit worth $325K as of Q2 2026.
Act Wealth Management left its Intuit share count unchanged in Q2 2026.
Intuit made up 0.1% of Act Wealth Management's portfolio in Q2 2026, its #42 holding.
Act Wealth Management first reported a position in Intuit in Q4 2020 and has held it in 23 quarters since.
Act Wealth Management's Intuit position peaked at $996K in Q2 2025.
407 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Act Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.