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Broadway Wealth Solutions’s Intuit INTU Stock Holding History

Broadway Wealth Solutions’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
-853
Closed -$369K – 99
2026
Q1 		$369K Buy
853
+400
+88% +$191K 0.19% 48
2025
Q4 		$300K Buy
453
+6
+1% +$3.96K 0.16% 69
2025
Q3 		$305K Buy
447
+9
+2% +$6.49K 0.17% 63
2025
Q2 		$345K Sell
438
-43
-9% -$29.1K 0.21% 45
2025
Q1 		$295K Buy
481
+21
+5% +$12.6K 0.22% 53
2024
Q4 		$289K Buy
+460
New +$294K 0.22% 64

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
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Broadway Wealth Solutions's INTU Position: Q2 2026 in Review

Broadway Wealth Solutions sold out of Intuit (INTU) in Q2 2026, closing a stake of 853 shares — an estimated $369K sold.

Broadway Wealth Solutions first reported a position in INTU in Q4 2024 and held it in 6 quarters. The position peaked at $369K in Q1 2026. 464 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Broadway Wealth Solutions reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Broadway Wealth Solutions sold 853 Intuit shares in Q2 2026, an estimated $369K.
  • Broadway Wealth Solutions first reported a position in Intuit in Q4 2024 and held it in 6 quarters.
  • Broadway Wealth Solutions's Intuit position peaked at $369K in Q1 2026.
  • 464 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.