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Atomi Financial Group’s Intuit INTU Stock Holding History

Atomi Financial Group’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 		$641K Sell
2,457
-1,624
-40% -$566K 0.02% 661
2026
Q1 		$1.76M Sell
4,081
-611
-13% -$291K 0.05% 270
2025
Q4 		$3.11M Buy
4,692
+874
+23% +$578K 0.09% 168
2025
Q3 		$2.61M Buy
3,818
+194
+5% +$140K 0.08% 163
2025
Q2 		$2.85M Buy
3,624
+373
+11% +$252K 0.11% 137
2025
Q1 		$2M Buy
3,251
+719
+28% +$432K 0.09% 168
2024
Q4 		$1.59M Buy
2,532
+257
+11% +$164K 0.08% 182
2024
Q3 		$1.41M Sell
2,275
-46
-2% -$29.4K 0.09% 179
2024
Q2 		$1.53M Buy
2,321
+670
+41% +$416K 0.11% 146
2024
Q1 		$1.07M Buy
1,651
+238
+17% +$152K 0.1% 175
2023
Q4 		$883K Buy
1,413
+594
+73% +$328K 0.12% 152
2023
Q3 		$419K Sell
819
-40
-5% -$20.2K 0.14% 175
2023
Q2 		$393K Buy
859
+131
+18% +$57.4K 0.18% 150
2023
Q1 		$324K Buy
+728
New +$299K 0.18% 135

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atomi Financial Group's INTU Position: Q2 2026 in Review

Atomi Financial Group reduced its Intuit (INTU) stake by 40% in Q2 2026, selling an estimated $566K and leaving 2,457 shares worth $641K. The position accounts for 0.02% of the portfolio, ranked #661.

Atomi Financial Group first reported a position in INTU in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.11M in Q4 2025. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Atomi Financial Group held 2,457 shares of Intuit worth $641K as of Q2 2026.
  • Atomi Financial Group sold 1,624 Intuit shares in Q2 2026, an estimated $566K.
  • Intuit made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #661 holding.
  • Atomi Financial Group first reported a position in Intuit in Q1 2023 and has held it in 14 quarters since.
  • Atomi Financial Group's Intuit position peaked at $3.11M in Q4 2025.
  • 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.