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Canvas Wealth Advisors’s Intuit INTU Stock Holding History

Canvas 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 		– Sell
-1,238
Closed -$535K – 260
2026
Q1 		$535K Buy
1,238
+482
+64% +$230K 0.09% 124
2025
Q4 		$501K Buy
756
+4
+0.5% +$2.64K 0.09% 121
2025
Q3 		$511K Buy
752
+14
+2% +$10.1K 0.09% 110
2025
Q2 		$589K Buy
738
+25
+4% +$16.9K 0.12% 99
2025
Q1 		$416K Buy
713
+122
+21% +$73.3K 0.11% 111
2024
Q4 		$371K Buy
591
+60
+11% +$38.3K 0.09% 117
2024
Q3 		$330K Buy
531
+183
+53% +$117K 0.09% 120
2024
Q2 		$221K Buy
348
+1
+0.3% +$620 0.07% 138
2024
Q1 		$213K Buy
+347
New +$222K 0.07% 138

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Canvas Wealth Advisors sold out of Intuit (INTU) in Q2 2026, closing a stake of 1,238 shares — an estimated $535K sold.

Canvas Wealth Advisors first reported a position in INTU in Q1 2024 and held it in 9 quarters. The position peaked at $589K in Q2 2025. 705 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Canvas Wealth Advisors reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Canvas Wealth Advisors sold 1,238 Intuit shares in Q2 2026, an estimated $535K.
  • Canvas Wealth Advisors first reported a position in Intuit in Q1 2024 and held it in 9 quarters.
  • Canvas Wealth Advisors's Intuit position peaked at $589K in Q2 2025.
  • 705 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.