AGH Wealth Advisors’s Intuit INTU Stock Holding History

AGH Wealth 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	–	Sell	-547	Closed	-$237K	–	133
2026 Q1	$237K	Sell	547 -25	-4%	-$11.9K	0.17%	111
2025 Q4	$379K	Buy	572 +30	+6%	+$19.8K	0.28%	68
2025 Q3	$370K	Sell	542 -59	-10%	-$42.5K	0.27%	71
2025 Q2	$473K	Buy	601 +51	+9%	+$34.5K	0.39%	54
2025 Q1	$338K	Sell	550 -49	-8%	-$29.4K	0.33%	72
2024 Q4	$376K	Buy	+599	New	+$383K	0.35%	65

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

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

AGH Wealth Advisors sold out of Intuit (INTU) in Q2 2026, closing a stake of 547 shares — an estimated $237K sold.

AGH Wealth Advisors first reported a position in INTU in Q4 2024 and held it in 6 quarters. The position peaked at $473K in Q2 2025. 464 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

AGH Wealth Advisors reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
AGH Wealth Advisors sold 547 Intuit shares in Q2 2026, an estimated $237K.
AGH Wealth Advisors first reported a position in Intuit in Q4 2024 and held it in 6 quarters.
AGH Wealth Advisors's Intuit position peaked at $473K in Q2 2025.
464 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

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