Atlantic Edge Private Wealth Management’s Intuit INTU Stock Holding History

Atlantic Edge Private 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	$19.1K	Hold	73	–	–	﹤0.01%	357
2026 Q1	$31.6K	Sell	73 -8	-10%	-$3.82K	0.01%	278
2025 Q4	$53.7K	Hold	81	–	–	0.01%	214
2025 Q3	$55.3K	Hold	81	–	–	0.01%	210
2025 Q2	$63.8K	Hold	81	–	–	0.02%	193
2025 Q1	$49.7K	Buy	81 +68	+523%	+$40.8K	0.02%	205
2024 Q4	$8.17K	Buy	13 +4	+44%	+$2.56K	﹤0.01%	354
2024 Q3	$5.59K	Hold	9	–	–	﹤0.01%	384
2024 Q2	$5.92K	Hold	9	–	–	﹤0.01%	359
2024 Q1	$5.85K	Hold	9	–	–	﹤0.01%	370
2023 Q4	$5.63K	Buy	+9	New	+$4.96K	﹤0.01%	352

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

Atlantic Edge Private Wealth Management's INTU Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Intuit (INTU) position steady in Q2 2026 at 73 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Atlantic Edge Private Wealth Management first reported a position in INTU in Q4 2023 and has held it in 11 quarters since. The position peaked at $63.8K in Q2 2025. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Atlantic Edge Private Wealth Management held 73 shares of Intuit worth $19.1K as of Q2 2026.
Atlantic Edge Private Wealth Management left its Intuit share count unchanged in Q2 2026.
Intuit made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #357 holding.
Atlantic Edge Private Wealth Management first reported a position in Intuit in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's Intuit position peaked at $63.8K in Q2 2025.
625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.