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Archford Capital Strategies’s Intuit INTU Stock Holding History

Archford Capital Strategies’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 		$259K Sell
994
-179
-15% -$62.4K 0.03% 319
2026
Q1 		$507K Sell
1,173
-291
-20% -$139K 0.06% 232
2025
Q4 		$970K Buy
1,464
+3
+0.2% +$1.98K 0.11% 165
2025
Q3 		$998K Sell
1,461
-152
-9% -$110K 0.12% 163
2025
Q2 		$1.27M Sell
1,613
-1,731
-52% -$1.17M 0.16% 125
2025
Q1 		$2.05M Sell
3,344
-735
-18% -$441K 0.3% 92
2024
Q4 		$2.56M Buy
4,079
+24
+0.6% +$15.3K 0.39% 65
2024
Q3 		$2.5M Buy
4,055
+11
+0.3% +$7.02K 0.38% 66
2024
Q2 		$2.66M Buy
4,044
+43
+1% +$26.7K 0.43% 60
2024
Q1 		$2.6M Buy
4,001
+51
+1% +$32.6K 0.44% 61
2023
Q4 		$2.47M Buy
3,950
+212
+6% +$117K 0.45% 57
2023
Q3 		$1.91M Buy
3,738
+36
+1% +$18.2K 0.38% 67
2023
Q2 		$1.81M Buy
3,702
+159
+4% +$69.6K 0.34% 67
2023
Q1 		$1.56M Buy
3,543
+247
+7% +$101K 0.32% 71
2022
Q4 		$1.28M Buy
3,296
+617
+23% +$245K 0.3% 87
2022
Q3 		$1.04M Buy
2,679
+180
+7% +$77.8K 0.27% 97
2022
Q2 		$963K Buy
2,499
+243
+11% +$101K 0.24% 101
2022
Q1 		$1.12M Buy
2,256
+150
+7% +$76.8K 0.25% 94
2021
Q4 		$1.35M Buy
2,106
+30
+1% +$18.5K 0.31% 86
2021
Q3 		$1.12M Buy
2,076
+59
+3% +$31.8K 0.26% 96
2021
Q2 		$989K Sell
2,017
-1,966
-49% -$852K 0.25% 103
2021
Q1 		$1.66M Buy
3,983
+252
+7% +$97K 0.44% 57
2020
Q4 		$1.4M Buy
3,731
+400
+12% +$140K 0.32% 94
2020
Q3 		$1.09M Buy
3,331
+408
+14% +$128K 0.29% 99
2020
Q2 		$866K Buy
2,923
+138
+5% +$37.9K 0.26% 113
2020
Q1 		$641K Buy
+2,785
New +$754K 0.25% 126
2019
Q1 		– Sell
-54
Closed -$11K – 531
2018
Q4 		$11K Hold
54
– – ﹤0.01% 368
2018
Q3 		$12K Hold
54
– – ﹤0.01% 405
2018
Q2 		$11K Hold
54
– – ﹤0.01% 417
2018
Q1 		$9K Buy
+54
New +$9.09K ﹤0.01% 341
2017
Q2 		– Sell
-54
Closed -$6K – 394
2017
Q1 		$6K Hold
54
– – ﹤0.01% 449
2016
Q4 		$6K Hold
54
– – ﹤0.01% 400
2016
Q3 		$5K Sell
54
-54
-50% -$6.04K ﹤0.01% 413
2016
Q2 		$12K Buy
+108
New +$11.3K 0.01% 370
2016
Q1 		– Sell
-120
Closed -$12K – 377
2015
Q4 		$12K Hold
120
– – 0.01% 421
2015
Q3 		$10K Buy
120
+60
+100% +$5.82K 0.01% 334
2015
Q2 		$6K Buy
60
+15
+33% +$1.53K ﹤0.01% 356
2015
Q1 		$4.36K Hold
45
– – ﹤0.01% 396
2014
Q4 		$4K Hold
45
– – ﹤0.01% 410
2014
Q3 		$4K Hold
45
– – ﹤0.01% 411
2014
Q2 		$3.62K Sell
45
-367
-89% -$28.3K ﹤0.01% 550
2014
Q1 		$32K Buy
+412
New +$31.5K 0.03% 263

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Handelsbanken Fonder
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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Archford Capital Strategies's INTU Position: Q2 2026 in Review

Archford Capital Strategies reduced its Intuit (INTU) stake by 15% in Q2 2026, selling an estimated $62.4K and leaving 994 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #319.

Archford Capital Strategies first reported a position in INTU in Q1 2014 and has held it in 42 quarters since. The position peaked at $2.66M in Q2 2024. 248 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Archford Capital Strategies held 994 shares of Intuit worth $259K as of Q2 2026.
  • Archford Capital Strategies sold 179 Intuit shares in Q2 2026, an estimated $62.4K.
  • Intuit made up 0.03% of Archford Capital Strategies's portfolio in Q2 2026, its #319 holding.
  • Archford Capital Strategies first reported a position in Intuit in Q1 2014 and has held it in 42 quarters since.
  • Archford Capital Strategies's Intuit position peaked at $2.66M in Q2 2024.
  • 248 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.