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Crewe Advisors’s Intuit INTU Stock Holding History

Crewe 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 		$48.8K Sell
187
-18
-9% -$6.27K ﹤0.01% 443
2026
Q1 		$88.6K Sell
205
-512
-71% -$244K 0.01% 313
2025
Q4 		$475K Sell
717
-28
-4% -$18.5K 0.04% 130
2025
Q3 		$509K Sell
745
-9
-1% -$6.49K 0.05% 119
2025
Q2 		$594K Buy
754
+6
+0.8% +$4.06K 0.08% 82
2025
Q1 		$459K Buy
748
+131
+21% +$78.7K 0.06% 82
2024
Q4 		$388K Buy
+617
New +$394K 0.05% 98
2024
Q3 		– Sell
-774
Closed -$509K – 849
2024
Q2 		$509K Sell
774
-3
-0.4% -$1.86K 0.06% 106
2024
Q1 		$505K Buy
+777
New +$496K 0.06% 99
2023
Q3 		– Sell
-619
Closed -$284K – 743
2023
Q2 		$284K Sell
619
-199
-24% -$87.1K 0.04% 111
2023
Q1 		$365K Sell
818
-90
-10% -$36.9K 0.05% 102
2022
Q4 		$353K Buy
908
+517
+132% +$205K 0.06% 97
2022
Q3 		$151K Buy
391
+82
+27% +$35.4K 0.03% 177
2022
Q2 		$119K Buy
309
+247
+398% +$102K 0.03% 186
2022
Q1 		$30K Hold
62
– – 0.01% 266
2021
Q4 		$40K Sell
62
-15
-19% -$9.26K 0.01% 206
2021
Q3 		$42K Sell
77
-8
-9% -$4.31K 0.01% 159
2021
Q2 		$42K Sell
85
-6
-7% -$2.6K 0.01% 166
2021
Q1 		$35K Hold
91
– – 0.01% 171
2020
Q4 		$35K Sell
91
-2
-2% -$702 0.01% 159
2020
Q3 		$30K Buy
+93
New +$29.1K 0.01% 158
2019
Q3 		– Sell
-946
Closed -$247K – 267
2019
Q2 		$247K Buy
+946
New +$240K 0.08% 79

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

Crewe Advisors's INTU Position: Q2 2026 in Review

Crewe Advisors reduced its Intuit (INTU) stake by 8.8% in Q2 2026, selling an estimated $6.27K and leaving 187 shares worth $48.8K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

Crewe Advisors first reported a position in INTU in Q2 2019 and has held it in 22 quarters since. The position peaked at $594K in Q2 2025. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Crewe Advisors held 187 shares of Intuit worth $48.8K as of Q2 2026.
  • Crewe Advisors sold 18 Intuit shares in Q2 2026, an estimated $6.27K.
  • Intuit made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #443 holding.
  • Crewe Advisors first reported a position in Intuit in Q2 2019 and has held it in 22 quarters since.
  • Crewe Advisors's Intuit position peaked at $594K in Q2 2025.
  • 625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.