CPW
INTU icon

Catalyst Private Wealth’s Intuit INTU Stock Holding History

Catalyst Private Wealth’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
-515
Closed -$223K – 83
2026
Q1 		$223K Sell
515
-259
-33% -$124K 0.12% 73
2025
Q4 		$513K Sell
774
-75
-9% -$49.6K 0.22% 50
2025
Q3 		$580K Sell
849
-11
-1% -$7.93K 0.25% 45
2025
Q2 		$677K Sell
860
-87
-9% -$58.9K 0.3% 42
2025
Q1 		$581K Sell
947
-11
-1% -$6.61K 0.28% 42
2024
Q4 		$602K Hold
958
– – 0.27% 46
2024
Q3 		$595K Sell
958
-31
-3% -$19.8K 0.29% 49
2024
Q2 		$650K Sell
989
-12
-1% -$7.44K 0.34% 45
2024
Q1 		$651K Sell
1,001
-37
-4% -$23.6K 0.34% 43
2023
Q4 		$649K Sell
1,038
-70
-6% -$38.6K 0.3% 45
2023
Q3 		$566K Sell
1,108
-170
-13% -$86K 0.33% 46
2023
Q2 		$586K Sell
1,278
-132
-9% -$57.8K 0.37% 45
2023
Q1 		$629K Sell
1,410
-107
-7% -$43.9K 0.43% 39
2022
Q4 		$590K Sell
1,517
-186
-11% -$73.8K 0.48% 40
2022
Q3 		$660K Sell
1,703
-419
-20% -$181K 0.5% 33
2022
Q2 		$818K Sell
2,122
-296
-12% -$123K 0.58% 33
2022
Q1 		$1.16M Buy
2,418
+1,475
+156% +$755K 0.58% 27
2021
Q4 		$607K Sell
943
-445
-32% -$275K 0.26% 46
2021
Q3 		$749K Sell
1,388
-262
-16% -$141K 0.32% 29
2021
Q2 		$809K Buy
1,650
+569
+53% +$247K 0.45% 27
2021
Q1 		$414K Sell
1,081
-2,004
-65% -$772K 0.29% 42
2020
Q4 		$1.17M Buy
+3,085
New +$1.08M 1.03% 12

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

Catalyst Private Wealth's INTU Position: Q2 2026 in Review

Catalyst Private Wealth sold out of Intuit (INTU) in Q2 2026, closing a stake of 515 shares — an estimated $223K sold.

Catalyst Private Wealth first reported a position in INTU in Q4 2020 and held it in 22 quarters. The position peaked at $1.17M in Q4 2020. 705 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Catalyst Private Wealth reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Catalyst Private Wealth sold 515 Intuit shares in Q2 2026, an estimated $223K.
  • Catalyst Private Wealth first reported a position in Intuit in Q4 2020 and held it in 22 quarters.
  • Catalyst Private Wealth's Intuit position peaked at $1.17M in Q4 2020.
  • 705 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Catalyst Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.