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BAM Wealth Management’s Intuit INTU Stock Holding History

BAM 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 		– Sell
-1,970
Closed -$852K – 180
2026
Q1 		$852K Buy
1,970
+118
+6% +$56.3K 0.64% 38
2025
Q4 		$1.23M Sell
1,852
-103
-5% -$68.1K 0.89% 25
2025
Q3 		$1.34M Buy
+1,955
New +$1.41M 1.03% 21

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

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

BAM Wealth Management sold out of Intuit (INTU) in Q2 2026, closing a stake of 1,970 shares — an estimated $852K sold.

BAM Wealth Management first reported a position in INTU in Q3 2025 and held it in 3 quarters. The position peaked at $1.34M in Q3 2025. 913 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • BAM Wealth Management reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • BAM Wealth Management sold 1,970 Intuit shares in Q2 2026, an estimated $852K.
  • BAM Wealth Management first reported a position in Intuit in Q3 2025 and held it in 3 quarters.
  • BAM Wealth Management's Intuit position peaked at $1.34M in Q3 2025.
  • 913 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

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