AWM
INTU icon

Axxcess Wealth Management’s Intuit INTU Stock Holding History

Axxcess 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 		$3.18M Buy
+12,190
New +$4.25M 0.05% 316
2026
Q1 		– Sell
-9,065
Closed -$6M – 689
2025
Q4 		$6M Buy
9,065
+1,894
+26% +$1.25M 0.1% 181
2025
Q3 		$4.9M Sell
7,171
-854
-11% -$616K 0.1% 162
2025
Q2 		$6.32M Buy
8,025
+563
+8% +$381K 0.15% 124
2025
Q1 		$4.58M Sell
7,462
-1,264
-14% -$759K 0.12% 144
2024
Q4 		$5.48M Sell
8,726
-2,760
-24% -$1.76M 0.13% 131
2024
Q3 		$7.13M Sell
11,486
-576
-5% -$368K 0.18% 103
2024
Q2 		$7.93M Buy
12,062
+5,554
+85% +$3.45M 0.21% 88
2024
Q1 		$4.23M Sell
6,508
-4,981
-43% -$3.18M 0.12% 147
2023
Q4 		$7.18M Buy
11,489
+1,155
+11% +$637K 0.21% 96
2023
Q3 		$5.28M Buy
10,334
+3,586
+53% +$1.81M 0.18% 105
2023
Q2 		$3.09M Buy
6,748
+1,726
+34% +$756K 0.22% 95
2023
Q1 		$2.24M Buy
5,022
+127
+3% +$52.1K 0.17% 124
2022
Q4 		$1.91M Buy
4,895
+771
+19% +$306K 0.16% 133
2022
Q3 		$1.6M Buy
4,124
+3,482
+542% +$1.5M 0.15% 135
2022
Q2 		$247K Sell
642
-1,581
-71% -$655K 0.02% 444
2022
Q1 		$1.07M Buy
2,223
+204
+10% +$104K 0.08% 206
2021
Q4 		$1.3M Buy
+2,019
New +$1.25M 0.09% 167

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in Intuit (INTU) in Q2 2026: 12,190 shares worth $3.18M. The stake represents 0.05% of the portfolio and ranks #316 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in INTU as recently as Q4 2025.

Axxcess Wealth Management first reported a position in INTU in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.93M in Q2 2024. 570 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Axxcess Wealth Management held 12,190 shares of Intuit worth $3.18M as of Q2 2026.
  • Intuit was a new Axxcess Wealth Management position in Q2 2026.
  • Intuit made up 0.05% of Axxcess Wealth Management's portfolio in Q2 2026, its #316 holding.
  • Axxcess Wealth Management first reported a position in Intuit in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's Intuit position peaked at $7.93M in Q2 2024.
  • 570 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.