BWP
INTU icon

BSW Wealth Partners’s Intuit INTU Stock Holding History

BSW Wealth Partners’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 		$522K Buy
2,002
+191
+11% +$66.5K 0.06% 178
2026
Q1 		$783K Sell
1,811
-114
-6% -$54.4K 0.1% 124
2025
Q4 		$1.28M Sell
1,925
-86
-4% -$56.8K 0.15% 81
2025
Q3 		$1.37M Buy
2,011
+93
+5% +$67K 0.17% 71
2025
Q2 		$1.51M Buy
1,918
+11
+0.6% +$7.44K 0.21% 65
2025
Q1 		$1.17M Buy
1,907
+147
+8% +$88.3K 0.18% 72
2024
Q4 		$1.11M Buy
1,760
+9
+0.5% +$5.75K 0.16% 79
2024
Q3 		$1.09M Buy
1,751
+98
+6% +$62.6K 0.16% 72
2024
Q2 		$1.09M Sell
1,653
-44
-3% -$27.3K 0.18% 71
2024
Q1 		$1.1M Sell
1,697
-108
-6% -$68.9K 0.19% 70
2023
Q4 		$1.13M Buy
1,805
+35
+2% +$19.3K 0.22% 60
2023
Q3 		$904K Sell
1,770
-209
-11% -$106K 0.2% 68
2023
Q2 		$907K Buy
1,979
+85
+4% +$37.2K 0.19% 70
2023
Q1 		$844K Buy
1,894
+84
+5% +$34.5K 0.17% 88
2022
Q4 		$704K Sell
1,810
-276
-13% -$109K 0.15% 97
2022
Q3 		$808K Sell
2,086
-9
-0.4% -$3.89K 0.2% 68
2022
Q2 		$807K Sell
2,095
-89
-4% -$36.9K 0.19% 72
2022
Q1 		$1.05M Buy
2,184
+240
+12% +$123K 0.27% 50
2021
Q4 		$1.25M Sell
1,944
-51
-3% -$31.5K 0.31% 46
2021
Q3 		$1.08M Sell
1,995
-172
-8% -$92.7K 0.3% 47
2021
Q2 		$1.06M Sell
2,167
-30
-1% -$13K 0.29% 50
2021
Q1 		$842K Buy
2,197
+295
+16% +$114K 0.24% 53
2020
Q4 		$723K Buy
1,902
+18
+1% +$6.32K 0.22% 55
2020
Q3 		$615K Sell
1,884
-58
-3% -$18.1K 0.23% 51
2020
Q2 		$575K Buy
1,942
+155
+9% +$42.5K 0.19% 57
2020
Q1 		$411K Sell
1,787
-84
-4% -$22.7K 0.17% 63
2019
Q4 		$490K Sell
1,871
-129
-6% -$33.7K 0.17% 61
2019
Q3 		$532K Buy
+2,000
New +$550K 0.2% 46

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BSW Wealth Partners's INTU Position: Q2 2026 in Review

BSW Wealth Partners increased its Intuit (INTU) stake by 11% in Q2 2026, buying an estimated $66.5K and bringing the position to 2,002 shares worth $522K. The position accounts for 0.06% of the portfolio, ranked #178.

BSW Wealth Partners first reported a position in INTU in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.51M in Q2 2025. 248 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • BSW Wealth Partners held 2,002 shares of Intuit worth $522K as of Q2 2026.
  • BSW Wealth Partners bought 191 Intuit shares in Q2 2026, an estimated $66.5K.
  • Intuit made up 0.06% of BSW Wealth Partners's portfolio in Q2 2026, its #178 holding.
  • BSW Wealth Partners first reported a position in Intuit in Q3 2019 and has held it in 28 quarters since.
  • BSW Wealth Partners's Intuit position peaked at $1.51M in Q2 2025.
  • 248 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.