Aprio Wealth Management’s Intuit INTU Stock Holding History

Aprio 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	$329K	Sell	1,261 -258	-17%	-$89.9K	0.02%	484
2026 Q1	$657K	Buy	1,519 +340	+29%	+$162K	0.04%	281
2025 Q4	$793K	Buy	1,179 +260	+28%	+$172K	0.05%	236
2025 Q3	$627K	Buy	919 +83	+10%	+$59.8K	0.06%	183
2025 Q2	$658K	Buy	836 +271	+48%	+$183K	0.07%	156
2025 Q1	$347K	Buy	565 +56	+11%	+$33.6K	0.04%	241
2024 Q4	$320K	Buy	509 +57	+13%	+$36.4K	0.05%	198
2024 Q3	$281K	Buy	452 +6	+1%	+$3.83K	0.04%	210
2024 Q2	$293K	Buy	446 +6	+1%	+$3.72K	0.05%	170
2024 Q1	$286K	Buy	440 +92	+26%	+$58.7K	0.06%	163
2023 Q4	$218K	Buy	+348	New	+$192K	0.05%	175
2022 Q1	–	Sell	-314	Closed	-$202K	–	89
2021 Q4	$202K	Buy	+314	New	+$194K	0.08%	73

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Aprio Wealth Management's INTU Position: Q2 2026 in Review

Aprio Wealth Management reduced its Intuit (INTU) stake by 17% in Q2 2026, selling an estimated $89.9K and leaving 1,261 shares worth $329K. The position accounts for 0.02% of the portfolio, ranked #484.

Aprio Wealth Management first reported a position in INTU in Q4 2021 and has held it in 12 quarters since. The position peaked at $793K in Q4 2025. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Aprio Wealth Management held 1,261 shares of Intuit worth $329K as of Q2 2026.
Aprio Wealth Management sold 258 Intuit shares in Q2 2026, an estimated $89.9K.
Intuit made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #484 holding.
Aprio Wealth Management first reported a position in Intuit in Q4 2021 and has held it in 12 quarters since.
Aprio Wealth Management's Intuit position peaked at $793K in Q4 2025.
625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.