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INTU icon

BetterWealth’s Intuit INTU Stock Holding History

BetterWealth’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
-468
Closed -$202K – 87
2026
Q1 		$202K Buy
468
+56
+14% +$26.7K 0.04% 84
2025
Q4 		$273K Hold
412
– – 0.06% 54
2025
Q3 		$281K Buy
412
+15
+4% +$10.8K 0.07% 56
2025
Q2 		$313K Buy
+397
New +$269K 0.08% 45

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Common Retirement Fund
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)
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

BetterWealth's INTU Position: Q2 2026 in Review

BetterWealth sold out of Intuit (INTU) in Q2 2026, closing a stake of 468 shares — an estimated $202K sold.

BetterWealth first reported a position in INTU in Q2 2025 and held it in 4 quarters. The position peaked at $313K in Q2 2025. 632 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • BetterWealth reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • BetterWealth sold 468 Intuit shares in Q2 2026, an estimated $202K.
  • BetterWealth first reported a position in Intuit in Q2 2025 and held it in 4 quarters.
  • BetterWealth's Intuit position peaked at $313K in Q2 2025.
  • 632 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on BetterWealth's 13F filing for Q2 2026, filed 22 Jul 2026.