Alpha Omega Wealth Management’s Intuit INTU Stock Holding History

Alpha Omega 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	$208K	Hold	796	–	–	0.03%	204
2026 Q1	$344K	Buy	796 +4	+0.5%	+$1.91K	0.06%	165
2025 Q4	$525K	Hold	792	–	–	0.09%	150
2025 Q3	$541K	Sell	792 -5	-0.6%	-$3.6K	0.09%	146
2025 Q2	$628K	Sell	797 -12	-1%	-$8.12K	0.11%	139
2025 Q1	$497K	Hold	809	–	–	0.09%	144
2024 Q4	$508K	Hold	809	–	–	0.1%	144
2024 Q3	$502K	Sell	809 -2	-0.2%	-$1.28K	0.09%	148
2024 Q2	$533K	Sell	811 -8	-1%	-$4.96K	0.1%	142
2024 Q1	$532K	Sell	819 -15	-2%	-$9.57K	0.1%	143
2023 Q4	$521K	Hold	834	–	–	0.09%	141
2023 Q3	$426K	Sell	834 -9	-1%	-$4.55K	0.07%	149
2023 Q2	$386K	Hold	843	–	–	0.07%	155
2023 Q1	$376K	Sell	843 -12	-1%	-$4.93K	0.06%	157
2022 Q4	$333K	Hold	855	–	–	0.06%	164
2022 Q3	$331K	Sell	855 -33	-4%	-$14.3K	0.06%	158
2022 Q2	$342K	Hold	888	–	–	0.06%	161
2022 Q1	$427K	Hold	888	–	–	0.07%	159
2021 Q4	$491K	Hold	888	–	–	0.08%	159
2021 Q3	$479K	Sell	888 -187	-17%	-$101K	0.08%	155
2021 Q2	$527K	Hold	1,075	–	–	0.09%	150
2021 Q1	$412K	Hold	1,075	–	–	0.07%	154
2020 Q4	$408K	Hold	1,075	–	–	0.07%	155
2020 Q3	$351K	Hold	1,075	–	–	0.05%	153
2020 Q2	$318K	Hold	1,075	–	–	0.05%	155
2020 Q1	$247K	Buy	1,075 +30	+3%	+$8.12K	0.05%	166
2019 Q4	$274K	Sell	1,045 -41	-4%	-$10.7K	0.04%	178
2019 Q3	$279K	Buy	+1,086	New	+$299K	0.05%	176
2018 Q3	–	Sell	-200	Closed	-$41K	–	487
2018 Q2	$41K	Hold	200	–	–	0.02%	242
2018 Q1	$35K	Hold	200	–	–	0.02%	238
2017 Q4	$32K	Hold	200	–	–	0.02%	251
2017 Q3	$28K	Sell	200 -200	-50%	-$27.6K	0.01%	267
2017 Q2	$53K	Hold	400	–	–	0.03%	222
2017 Q1	$46K	Hold	400	–	–	0.02%	230
2016 Q4	$46K	Buy	+400	New	+$44.8K	0.02%	233

Other funds holding INTU

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Alpha Omega Wealth Management's INTU Position: Q2 2026 in Review

Alpha Omega Wealth Management held its Intuit (INTU) position steady in Q2 2026 at 796 shares worth $208K. The position accounts for 0.03% of the portfolio, ranked #204.

Alpha Omega Wealth Management first reported a position in INTU in Q4 2016 and has held it in 35 quarters since. The position peaked at $628K in Q2 2025. 665 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Alpha Omega Wealth Management held 796 shares of Intuit worth $208K as of Q2 2026.
Alpha Omega Wealth Management left its Intuit share count unchanged in Q2 2026.
Intuit made up 0.03% of Alpha Omega Wealth Management's portfolio in Q2 2026, its #204 holding.
Alpha Omega Wealth Management first reported a position in Intuit in Q4 2016 and has held it in 35 quarters since.
Alpha Omega Wealth Management's Intuit position peaked at $628K in Q2 2025.
665 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Alpha Omega Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.