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Allen Mooney & Barnes Investment Advisors’s Intuit INTU Stock Holding History

Allen Mooney & Barnes Investment 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 		$8.15M Sell
31,223
-248
-0.8% -$86.4K 1.24% 32
2026
Q1 		$13.6M Buy
+31,471
New +$15M 1.96% 25

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
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
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's INTU Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its Intuit (INTU) stake by 0.79% in Q2 2026, selling an estimated $86.4K and leaving 31,223 shares worth $8.15M. The position accounts for 1.24% of the portfolio, ranked #32.

Allen Mooney & Barnes Investment Advisors first reported a position in INTU in Q1 2026 and has held it in 2 quarters since. The position peaked at $13.6M in Q1 2026. 570 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 31,223 shares of Intuit worth $8.15M as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 248 Intuit shares in Q2 2026, an estimated $86.4K.
  • Intuit made up 1.24% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #32 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Intuit in Q1 2026 and has held it in 2 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Intuit position peaked at $13.6M in Q1 2026.
  • 570 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.