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Baldwin Wealth Partners’s Intuit INTU Stock Holding History

Baldwin Wealth Partners’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 		$204K Sell
782
-16,791
-96% -$5.85M 0.01% 225
2026
Q1 		$7.6M Sell
17,573
-1,803
-9% -$860K 0.55% 42
2025
Q4 		$12.8M Buy
19,376
+18,521
+2,166% +$12.2M 0.82% 33
2025
Q3 		$584K Hold
855
– – 0.04% 143
2025
Q2 		$673K Hold
855
– – 0.05% 127
2025
Q1 		$525K Buy
855
+12
+1% +$7.21K 0.04% 138
2024
Q4 		$530K Sell
843
-446
-35% -$285K 0.04% 142
2024
Q3 		$800K Buy
1,289
+459
+55% +$293K 0.05% 139
2024
Q2 		$545K Sell
830
-400
-33% -$248K 0.04% 134
2024
Q1 		$800K Sell
1,230
-53
-4% -$33.8K 0.06% 115
2023
Q4 		$802K Buy
1,283
+28
+2% +$15.4K 0.06% 111
2023
Q3 		$641K Hold
1,255
– – 0.06% 128
2023
Q2 		$575K Hold
1,255
– – 0.05% 144
2023
Q1 		$560K Sell
1,255
-128
-9% -$52.5K 0.05% 143
2022
Q4 		$538K Buy
1,383
+5
+0.4% +$1.98K 0.05% 149
2022
Q3 		$534K Sell
1,378
-80
-5% -$34.6K 0.07% 93
2022
Q2 		$562K Hold
1,458
– – 0.07% 98
2022
Q1 		$701K Sell
1,458
-100
-6% -$51.2K 0.07% 93
2021
Q4 		$1M Hold
1,558
– – 0.1% 76
2021
Q3 		$841K Hold
1,558
– – 0.09% 76
2021
Q2 		$764K Buy
1,558
+10
+0.6% +$4.34K 0.08% 86
2021
Q1 		$593K Hold
1,548
– – 0.07% 93
2020
Q4 		$588K Hold
1,548
– – 0.07% 91
2020
Q3 		$504K Hold
1,548
– – 0.07% 99
2020
Q2 		$458K Sell
1,548
-100
-6% -$27.4K 0.07% 101
2020
Q1 		$379K Hold
1,648
– – 0.07% 106
2019
Q4 		$432K Hold
1,648
– – 0.06% 120
2019
Q3 		$438K Hold
1,648
– – 0.07% 112
2019
Q2 		$431K Sell
1,648
-100
-6% -$25.4K 0.06% 132
2019
Q1 		$457K Sell
1,748
-400
-19% -$92.4K 0.07% 131
2018
Q4 		$423K Hold
2,148
– – 0.07% 129
2018
Q3 		$488K Buy
2,148
+400
+23% +$85.9K 0.07% 130
2018
Q2 		$357K Hold
1,748
– – 0.06% 154
2018
Q1 		$303K Sell
1,748
-75
-4% -$12.6K 0.05% 162
2017
Q4 		$288K Hold
1,823
– – 0.04% 169
2017
Q3 		$259K Hold
1,823
– – 0.04% 170
2017
Q2 		$242K Hold
1,823
– – 0.04% 174
2017
Q1 		$211K Sell
1,823
-57
-3% -$6.83K 0.03% 182
2016
Q4 		$215K Hold
1,880
– – 0.04% 171
2016
Q3 		$207K Sell
1,880
-443
-19% -$49.5K 0.04% 175
2016
Q2 		$259K Hold
2,323
– – 0.05% 151
2016
Q1 		$242K Buy
+2,323
New +$224K 0.04% 187

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

Baldwin Wealth Partners's INTU Position: Q2 2026 in Review

Baldwin Wealth Partners reduced its Intuit (INTU) stake by 96% in Q2 2026, selling an estimated $5.85M and leaving 782 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #225.

Baldwin Wealth Partners first reported a position in INTU in Q1 2016 and has held it in 42 quarters since. The position peaked at $12.8M in Q4 2025. 572 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Baldwin Wealth Partners held 782 shares of Intuit worth $204K as of Q2 2026.
  • Baldwin Wealth Partners sold 16,791 Intuit shares in Q2 2026, an estimated $5.85M.
  • Intuit made up 0.01% of Baldwin Wealth Partners's portfolio in Q2 2026, its #225 holding.
  • Baldwin Wealth Partners first reported a position in Intuit in Q1 2016 and has held it in 42 quarters since.
  • Baldwin Wealth Partners's Intuit position peaked at $12.8M in Q4 2025.
  • 572 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.