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Breakwater Capital Group’s Intuit INTU Stock Holding History

Breakwater Capital Group’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 		$224K Sell
857
-227
-21% -$79.1K 0.03% 355
2026
Q1 		$469K Sell
1,084
-8
-0.7% -$3.82K 0.06% 248
2025
Q4 		$723K Sell
1,092
-18
-2% -$11.9K 0.1% 185
2025
Q3 		$758K Sell
1,110
-1
-0.1% -$721 0.11% 176
2025
Q2 		$875K Sell
1,111
-45
-4% -$30.5K 0.14% 148
2025
Q1 		$710K Buy
1,156
+27
+2% +$16.2K 0.13% 158
2024
Q4 		$710K Sell
1,129
-15
-1% -$9.59K 0.14% 144
2024
Q3 		$710K Buy
1,144
+12
+1% +$7.66K 0.14% 142
2024
Q2 		$744K Buy
1,132
+4
+0.4% +$2.48K 0.17% 130
2024
Q1 		$733K Buy
1,128
+102
+10% +$65.1K 0.18% 117
2023
Q4 		$647K Buy
1,026
+43
+4% +$23.7K 0.18% 109
2023
Q3 		$481K Buy
983
+34
+4% +$17.2K 0.17% 118
2023
Q2 		$435K Buy
+949
New +$416K 0.16% 128

Other funds holding INTU

Ninety One (UK)
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
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
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

Breakwater Capital Group's INTU Position: Q2 2026 in Review

Breakwater Capital Group reduced its Intuit (INTU) stake by 21% in Q2 2026, selling an estimated $79.1K and leaving 857 shares worth $224K. The position accounts for 0.03% of the portfolio, ranked #355.

Breakwater Capital Group first reported a position in INTU in Q2 2023 and has held it in 13 quarters since. The position peaked at $875K in Q2 2025. 665 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Breakwater Capital Group held 857 shares of Intuit worth $224K as of Q2 2026.
  • Breakwater Capital Group sold 227 Intuit shares in Q2 2026, an estimated $79.1K.
  • Intuit made up 0.03% of Breakwater Capital Group's portfolio in Q2 2026, its #355 holding.
  • Breakwater Capital Group first reported a position in Intuit in Q2 2023 and has held it in 13 quarters since.
  • Breakwater Capital Group's Intuit position peaked at $875K in Q2 2025.
  • 665 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Breakwater Capital Group's 13F filing for Q2 2026, filed 8 Jul 2026.