Concurrent Investment Advisors’s Intuit INTU Stock Holding History

Concurrent Investment 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	$4.24M	Buy	16,232 +9,151	+129%	+$3.19M	0.04%	480
2026 Q1	$3.06M	Sell	7,081 -399	-5%	-$190K	0.03%	479
2025 Q4	$4.95M	Buy	7,480 +1,815	+32%	+$1.2M	0.06%	330
2025 Q3	$3.87M	Buy	5,665 +80	+1%	+$57.7K	0.07%	289
2025 Q2	$4.4M	Buy	5,585 +348	+7%	+$236K	0.09%	246
2025 Q1	$3.22M	Buy	5,237 +214	+4%	+$129K	0.08%	262
2024 Q4	$3.16M	Sell	5,023 -222	-4%	-$142K	0.09%	233
2024 Q3	$3.26M	Buy	5,245 +333	+7%	+$213K	0.1%	217
2024 Q2	$3.23M	Sell	4,912 -832	-14%	-$516K	0.11%	199
2024 Q1	$3.73M	Buy	5,744 +1,747	+44%	+$1.12M	0.15%	150
2023 Q4	$2.5M	Buy	+3,997	New	+$2.2M	0.12%	187

Other funds holding INTU

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Concurrent Investment Advisors's INTU Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Intuit (INTU) stake by 129% in Q2 2026, buying an estimated $3.19M and bringing the position to 16,232 shares worth $4.24M. The position accounts for 0.04% of the portfolio, ranked #480.

Concurrent Investment Advisors first reported a position in INTU in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.95M in Q4 2025. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Concurrent Investment Advisors held 16,232 shares of Intuit worth $4.24M as of Q2 2026.
Concurrent Investment Advisors bought 9,151 Intuit shares in Q2 2026, an estimated $3.19M.
Intuit made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #480 holding.
Concurrent Investment Advisors first reported a position in Intuit in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's Intuit position peaked at $4.95M in Q4 2025.
625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.