BlueSky Wealth Advisors’s Intuit INTU Stock Holding History

BlueSky Wealth Advisors’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	$210K	Sell	803 -152	-16%	-$52.9K	0.02%	107
2026 Q1	$413K	Buy	955 +189	+25%	+$90.2K	0.05%	75
2025 Q4	$507K	Hold	766	–	–	0.07%	56
2025 Q3	$523K	Sell	766 -2	-0.3%	-$1.44K	0.07%	56
2025 Q2	$605K	Buy	768 +2	+0.3%	+$1.35K	0.09%	53
2025 Q1	$470K	Hold	766	–	–	0.07%	54
2024 Q4	$481K	Hold	766	–	–	0.08%	56
2024 Q3	$476K	Hold	766	–	–	0.07%	56
2024 Q2	$503K	Hold	766	–	–	0.08%	55
2024 Q1	$498K	Hold	766	–	–	0.39%	26
2023 Q4	$479K	Hold	766	–	–	0.09%	51
2023 Q3	$391K	Sell	766 -24	-3%	-$12.1K	0.08%	53
2023 Q2	$362K	Hold	790	–	–	0.07%	52
2023 Q1	$352K	Sell	790 -5	-0.6%	-$2.05K	0.07%	52
2022 Q4	$309K	Buy	795 +12	+2%	+$4.76K	0.07%	56
2022 Q3	$303K	Buy	783 +4	+0.5%	+$1.73K	0.07%	55
2022 Q2	$300K	Hold	779	–	–	0.07%	57
2022 Q1	$375K	Buy	779 +24	+3%	+$12.3K	0.07%	54
2021 Q4	$486K	Hold	755	–	–	0.09%	48
2021 Q3	$407K	Hold	755	–	–	0.08%	47
2021 Q2	$380K	Buy	+755	New	+$327K	0.07%	50

Other funds holding INTU

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BlueSky Wealth Advisors's INTU Position: Q2 2026 in Review

BlueSky Wealth Advisors reduced its Intuit (INTU) stake by 16% in Q2 2026, selling an estimated $52.9K and leaving 803 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #107.

BlueSky Wealth Advisors first reported a position in INTU in Q2 2021 and has held it in 21 quarters since. The position peaked at $605K in Q2 2025. 665 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

BlueSky Wealth Advisors held 803 shares of Intuit worth $210K as of Q2 2026.
BlueSky Wealth Advisors sold 152 Intuit shares in Q2 2026, an estimated $52.9K.
Intuit made up 0.02% of BlueSky Wealth Advisors's portfolio in Q2 2026, its #107 holding.
BlueSky Wealth Advisors first reported a position in Intuit in Q2 2021 and has held it in 21 quarters since.
BlueSky Wealth Advisors's Intuit position peaked at $605K in Q2 2025.
665 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

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