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Activest Wealth Management’s Intuit INTU Stock Holding History

Activest 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 		$30K Sell
115
-73
-39% -$25.4K 0.01% 357
2026
Q1 		$81.3K Buy
188
+101
+116% +$48.2K 0.01% 257
2025
Q4 		$57.6K Buy
87
+20
+30% +$13.2K 0.01% 299
2025
Q3 		$45.8K Buy
67
+5
+8% +$3.6K 0.01% 273
2025
Q2 		$48.8K Sell
62
-1
-2% -$677 0.01% 215
2025
Q1 		$38.7K Buy
63
+61
+3,050% +$36.6K 0.01% 212
2024
Q4 		$1.26K Sell
2
-4
-67% -$2.56K ﹤0.01% 452
2024
Q3 		$3.69K Buy
+6
New +$3.83K ﹤0.01% 390
2024
Q2 		– Sell
-87
Closed -$54K – 541
2024
Q1 		$56.7K Hold
87
– – 0.03% 106
2023
Q4 		$54.5K Hold
87
– – 0.03% 90
2023
Q3 		$44.5K Sell
87
-46
-35% -$23.3K 0.03% 98
2023
Q2 		$60.1K Buy
133
+73
+122% +$32K 0.04% 59
2023
Q1 		$26.5K Buy
+60
New +$24.6K 0.02% 112
2022
Q3 		– Sell
-60
Closed -$23K – 524
2022
Q2 		$23K Hold
60
– – 0.02% 143
2022
Q1 		$29K Buy
+60
New +$30.7K 0.02% 130

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Activest Wealth Management reduced its Intuit (INTU) stake by 39% in Q2 2026, selling an estimated $25.4K and leaving 115 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #357.

Activest Wealth Management first reported a position in INTU in Q1 2022 and has held it in 15 quarters since. The position peaked at $81.3K in Q1 2026. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Activest Wealth Management held 115 shares of Intuit worth $30K as of Q2 2026.
  • Activest Wealth Management sold 73 Intuit shares in Q2 2026, an estimated $25.4K.
  • Intuit made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #357 holding.
  • Activest Wealth Management first reported a position in Intuit in Q1 2022 and has held it in 15 quarters since.
  • Activest Wealth Management's Intuit position peaked at $81.3K in Q1 2026.
  • 625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.