Annex Advisory Services’s Intuit INTU Stock Holding History

Annex 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	-1,256	Closed	-$543K	–	379
2026 Q1	$543K	Buy	+1,256	New	+$599K	0.01%	249

Other funds holding INTU

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Annex Advisory Services's INTU Position: Q2 2026 in Review

Annex Advisory Services sold out of Intuit (INTU) in Q2 2026, closing a stake of 1,256 shares — an estimated $543K sold.

Annex Advisory Services first reported a position in INTU in Q1 2026 and held it in 1 quarter. The position peaked at $543K in Q1 2026. 248 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Annex Advisory Services reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Annex Advisory Services sold 1,256 Intuit shares in Q2 2026, an estimated $543K.
Annex Advisory Services first reported a position in Intuit in Q1 2026 and held it in 1 quarter.
Annex Advisory Services's Intuit position peaked at $543K in Q1 2026.
248 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.