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Alteri Wealth’s Intuit INTU Stock Holding History

Alteri Wealth’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 		$285K Sell
1,094
-160
-13% -$55.7K 0.08% 240
2026
Q1 		$542K Sell
1,254
-26
-2% -$12.4K 0.18% 149
2025
Q4 		$848K Buy
1,280
+5
+0.4% +$3.3K 0.27% 82
2025
Q3 		$871K Sell
1,275
-16
-1% -$11.5K 0.3% 80
2025
Q2 		$1.02M Sell
1,291
-6
-0.5% -$4.06K 0.39% 58
2025
Q1 		$796K Sell
1,297
-8
-0.6% -$4.8K 0.35% 71
2024
Q4 		$820K Buy
+1,305
New +$834K 0.23% 66

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Alteri Wealth's INTU Position: Q2 2026 in Review

Alteri Wealth reduced its Intuit (INTU) stake by 13% in Q2 2026, selling an estimated $55.7K and leaving 1,094 shares worth $285K. The position accounts for 0.08% of the portfolio, ranked #240.

Alteri Wealth first reported a position in INTU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.02M in Q2 2025. 705 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Alteri Wealth held 1,094 shares of Intuit worth $285K as of Q2 2026.
  • Alteri Wealth sold 160 Intuit shares in Q2 2026, an estimated $55.7K.
  • Intuit made up 0.08% of Alteri Wealth's portfolio in Q2 2026, its #240 holding.
  • Alteri Wealth first reported a position in Intuit in Q4 2024 and has held it in 7 quarters since.
  • Alteri Wealth's Intuit position peaked at $1.02M in Q2 2025.
  • 705 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.