Apella Capital’s Intuit INTU Stock Holding History

Apella Capital’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	-614	Closed	-$241K	–	726
2026 Q1	$241K	Buy	+614	New	+$293K	﹤0.01%	603

Other funds holding INTU

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

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

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

Apella Capital's INTU Position: Q2 2026 in Review

Apella Capital sold out of Intuit (INTU) in Q2 2026, closing a stake of 614 shares — an estimated $241K sold.

Apella Capital first reported a position in INTU in Q1 2026 and held it in 1 quarter. The position peaked at $241K in Q1 2026. 636 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Apella Capital reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Apella Capital sold 614 Intuit shares in Q2 2026, an estimated $241K.
Apella Capital first reported a position in Intuit in Q1 2026 and held it in 1 quarter.
Apella Capital's Intuit position peaked at $241K in Q1 2026.
636 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.