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Dogwood Wealth Management’s Intuit INTU Stock Holding History

Dogwood 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 		$177K Buy
678
+113
+20% +$39.4K 0.07% 80
2026
Q1 		$244K Buy
565
+494
+696% +$236K 0.11% 77
2025
Q4 		$47K Buy
71
+53
+294% +$35K 0.02% 136
2025
Q3 		$12.3K Sell
18
-18
-50% -$13K 0.01% 243
2025
Q2 		$28.1K Buy
36
+19
+112% +$12.9K 0.01% 148
2025
Q1 		$10.4K Buy
+17
New +$10.2K 0.01% 186
2024
Q3 		– Hold
0
– – – 212
2024
Q2 		– Hold
0
– – – 250
2024
Q1 		– Hold
0
– – – 247
2023
Q4 		– Hold
0
– – – 220

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

Dogwood Wealth Management increased its Intuit (INTU) stake by 20% in Q2 2026, buying an estimated $39.4K and bringing the position to 678 shares worth $177K. The position accounts for 0.07% of the portfolio, ranked #80.

Dogwood Wealth Management first reported a position in INTU in Q1 2025 and has held it in 6 quarters since. The position peaked at $244K in Q1 2026. 636 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Dogwood Wealth Management held 678 shares of Intuit worth $177K as of Q2 2026.
  • Dogwood Wealth Management bought 113 Intuit shares in Q2 2026, an estimated $39.4K.
  • Intuit made up 0.07% of Dogwood Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Dogwood Wealth Management first reported a position in Intuit in Q1 2025 and has held it in 6 quarters since.
  • Dogwood Wealth Management's Intuit position peaked at $244K in Q1 2026.
  • 636 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.