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Curated Wealth Partners’s Intuit INTU Stock Holding History

Curated 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 		$425K Buy
123,040
+121,528
+8,038% +$42.3M 0.05% 317
2026
Q1 		$654K Sell
1,512
-194
-11% -$92.5K 0.08% 99
2025
Q4 		$1.13M Buy
1,706
+84
+5% +$55.5K 0.12% 62
2025
Q3 		$1.11M Buy
1,622
+54
+3% +$38.9K 0.13% 55
2025
Q2 		$1.24M Buy
1,568
+17
+1% +$11.5K 0.14% 45
2025
Q1 		$952K Buy
1,551
+417
+37% +$250K 0.12% 57
2024
Q4 		$713K Sell
1,134
-117
-9% -$74.8K 0.08% 68
2024
Q3 		$777K Hold
1,251
– – 0.1% 63
2024
Q2 		$822K Buy
+1,251
New +$776K 0.11% 54
2024
Q1 		– Sell
-1,517
Closed -$968K – 202
2023
Q4 		$948K Buy
1,517
+104
+7% +$57.4K 0.15% 49
2023
Q3 		$722K Buy
1,413
+571
+68% +$289K 0.13% 60
2023
Q2 		$386K Buy
842
+41
+5% +$18K 0.07% 86
2023
Q1 		$357K Buy
801
+11
+1% +$4.52K 0.08% 85
2022
Q4 		$307K Buy
790
+202
+34% +$80.1K 0.07% 91
2022
Q3 		$228K Buy
+588
New +$254K 0.07% 110
2022
Q2 		– Sell
-619
Closed -$398K – 147
2022
Q1 		$398K Hold
619
– – 0.13% 87
2021
Q4 		$398K Sell
619
-71
-10% -$43.8K 0.13% 90
2021
Q3 		$372K Sell
690
-112
-14% -$60.4K 0.21% 95
2021
Q2 		$393K Sell
802
-15
-2% -$6.5K 0.21% 90
2021
Q1 		$313K Buy
817
+45
+6% +$17.3K 0.19% 104
2020
Q4 		$293K Buy
+772
New +$271K 0.19% 105

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
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
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

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

Curated Wealth Partners increased its Intuit (INTU) stake by 8,038% in Q2 2026, buying an estimated $42.3M and bringing the position to 123,040 shares worth $425K. The position accounts for 0.05% of the portfolio, ranked #317.

Curated Wealth Partners first reported a position in INTU in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.24M in Q2 2025. 517 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Curated Wealth Partners held 123,040 shares of Intuit worth $425K as of Q2 2026.
  • Curated Wealth Partners bought 121,528 Intuit shares in Q2 2026, an estimated $42.3M.
  • Intuit made up 0.05% of Curated Wealth Partners's portfolio in Q2 2026, its #317 holding.
  • Curated Wealth Partners first reported a position in Intuit in Q4 2020 and has held it in 21 quarters since.
  • Curated Wealth Partners's Intuit position peaked at $1.24M in Q2 2025.
  • 517 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

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