AFGAS
INTU icon

Allegiance Financial Group Advisory Services’s Intuit INTU Stock Holding History

Allegiance Financial Group Advisory Services’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
-717
Closed -$310K – 224
2026
Q1 		$310K Buy
+717
New +$342K 0.06% 137

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
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

Allegiance Financial Group Advisory Services's INTU Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services sold out of Intuit (INTU) in Q2 2026, closing a stake of 717 shares — an estimated $310K sold.

Allegiance Financial Group Advisory Services first reported a position in INTU in Q1 2026 and held it in 1 quarter. The position peaked at $310K in Q1 2026. 657 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Allegiance Financial Group Advisory Services reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Allegiance Financial Group Advisory Services sold 717 Intuit shares in Q2 2026, an estimated $310K.
  • Allegiance Financial Group Advisory Services first reported a position in Intuit in Q1 2026 and held it in 1 quarter.
  • Allegiance Financial Group Advisory Services's Intuit position peaked at $310K in Q1 2026.
  • 657 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.