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Concord Wealth Partners’s Intuit INTU Stock Holding History

Concord 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 		$18.8K Sell
72
-5,152
-99% -$1.79M ﹤0.01% 482
2026
Q1 		$2.26M Buy
5,224
+1,516
+41% +$723K 0.29% 86
2025
Q4 		$2.46M Buy
3,708
+205
+6% +$135K 0.32% 77
2025
Q3 		$2.39M Buy
3,503
+692
+25% +$499K 0.33% 74
2025
Q2 		$2.21M Sell
2,811
-145
-5% -$98.1K 0.32% 77
2025
Q1 		$1.81M Buy
2,956
+1,105
+60% +$664K 0.3% 78
2024
Q4 		$1.16M Buy
1,851
+532
+40% +$340K 0.19% 98
2024
Q3 		$819K Buy
1,319
+93
+8% +$59.4K 0.14% 107
2024
Q2 		$806K Buy
1,226
+62
+5% +$38.5K 0.14% 111
2024
Q1 		$757K Buy
1,164
+177
+18% +$113K 0.14% 115
2023
Q4 		$617K Buy
987
+314
+47% +$173K 0.12% 114
2023
Q3 		$344K Buy
673
+64
+11% +$32.4K 0.07% 145
2023
Q2 		$279K Buy
609
+158
+35% +$69.2K 0.06% 159
2023
Q1 		$201K Buy
451
+50
+12% +$20.5K 0.06% 160
2022
Q4 		$156K Sell
401
-201
-33% -$79.7K 0.05% 188
2022
Q3 		$233K Buy
602
+16
+3% +$6.91K 0.07% 141
2022
Q2 		$226K Buy
586
+383
+189% +$159K 0.06% 153
2022
Q1 		$98K Buy
203
+13
+7% +$6.66K 0.03% 303
2021
Q4 		$122K Buy
190
+84
+79% +$51.9K 0.03% 284
2021
Q3 		$57K Sell
106
-79
-43% -$42.6K 0.02% 194
2021
Q2 		$91K Buy
185
+16
+9% +$6.94K 0.03% 251
2021
Q1 		$65K Buy
169
+72
+74% +$27.7K 0.02% 292
2020
Q4 		$37K Buy
+97
New +$34.1K 0.03% 240

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
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
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

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

Concord Wealth Partners reduced its Intuit (INTU) stake by 99% in Q2 2026, selling an estimated $1.79M and leaving 72 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

Concord Wealth Partners first reported a position in INTU in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.46M in Q4 2025. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Concord Wealth Partners held 72 shares of Intuit worth $18.8K as of Q2 2026.
  • Concord Wealth Partners sold 5,152 Intuit shares in Q2 2026, an estimated $1.79M.
  • Intuit made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #482 holding.
  • Concord Wealth Partners first reported a position in Intuit in Q4 2020 and has held it in 23 quarters since.
  • Concord Wealth Partners's Intuit position peaked at $2.46M in Q4 2025.
  • 625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.