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Connecticut Wealth Management’s Intuit INTU Stock Holding History

Connecticut Wealth Management’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 		$232K Sell
889
-30
-3% -$10.4K 0.01% 318
2026
Q1 		$397K Sell
919
-230
-20% -$110K 0.02% 251
2025
Q4 		$761K Sell
1,149
-2
-0.2% -$1.32K 0.03% 184
2025
Q3 		$786K Sell
1,151
-3
-0.3% -$2.16K 0.03% 177
2025
Q2 		$909K Hold
1,154
– – 0.04% 161
2025
Q1 		$709K Sell
1,154
-41
-3% -$24.6K 0.04% 182
2024
Q4 		$751K Buy
1,195
+26
+2% +$16.6K 0.04% 152
2024
Q3 		$726K Sell
1,169
-73
-6% -$46.6K 0.04% 185
2024
Q2 		$816K Sell
1,242
-654
-34% -$406K 0.04% 170
2024
Q1 		$1.23M Sell
1,896
-45
-2% -$28.7K 0.07% 127
2023
Q4 		$1.21M Buy
1,941
+1,046
+117% +$577K 0.07% 125
2023
Q3 		$457K Buy
895
+430
+92% +$218K 0.03% 179
2023
Q2 		$213K Buy
+465
New +$204K 0.01% 247

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
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

Connecticut Wealth Management's INTU Position: Q2 2026 in Review

Connecticut Wealth Management reduced its Intuit (INTU) stake by 3.3% in Q2 2026, selling an estimated $10.4K and leaving 889 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #318.

Connecticut Wealth Management first reported a position in INTU in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.23M in Q1 2024. 665 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Connecticut Wealth Management held 889 shares of Intuit worth $232K as of Q2 2026.
  • Connecticut Wealth Management sold 30 Intuit shares in Q2 2026, an estimated $10.4K.
  • Intuit made up 0.01% of Connecticut Wealth Management's portfolio in Q2 2026, its #318 holding.
  • Connecticut Wealth Management first reported a position in Intuit in Q2 2023 and has held it in 13 quarters since.
  • Connecticut Wealth Management's Intuit position peaked at $1.23M in Q1 2024.
  • 665 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.