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Ares Financial Consulting’s Intuit INTU Stock Holding History

Ares Financial Consulting’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 		$12.5K Sell
48
-9
-16% -$3.13K 0.01% 523
2026
Q1 		$24.3K Sell
57
-10
-15% -$4.77K 0.02% 352
2025
Q4 		$44.4K Buy
+67
New +$44.3K 0.04% 168

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Ares Financial Consulting's INTU Position: Q2 2026 in Review

Ares Financial Consulting reduced its Intuit (INTU) stake by 16% in Q2 2026, selling an estimated $3.13K and leaving 48 shares worth $12.5K. The position accounts for 0.01% of the portfolio, ranked #523.

Ares Financial Consulting first reported a position in INTU in Q4 2025 and has held it in 3 quarters since. The position peaked at $44.4K in Q4 2025. 914 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Ares Financial Consulting held 48 shares of Intuit worth $12.5K as of Q2 2026.
  • Ares Financial Consulting sold 9 Intuit shares in Q2 2026, an estimated $3.13K.
  • Intuit made up 0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #523 holding.
  • Ares Financial Consulting first reported a position in Intuit in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Intuit position peaked at $44.4K in Q4 2025.
  • 914 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.