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Dynamic Advisor Solutions’s Intuit INTU Stock Holding History

Dynamic Advisor Solutions’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 		$3.28M Sell
12,571
-24
-0.2% -$8.36K 0.09% 231
2026
Q1 		$5.45M Buy
12,595
+2,367
+23% +$1.13M 0.17% 132
2025
Q4 		$6.78M Buy
10,228
+434
+4% +$287K 0.22% 101
2025
Q3 		$6.69M Buy
9,794
+543
+6% +$391K 0.19% 118
2025
Q2 		$7.29M Sell
9,251
-343
-4% -$232K 0.23% 106
2025
Q1 		$5.89M Buy
9,594
+375
+4% +$225K 0.19% 126
2024
Q4 		$5.79M Sell
9,219
-239
-3% -$153K 0.25% 94
2024
Q3 		$5.87M Sell
9,458
-1,090
-10% -$696K 0.18% 144
2024
Q2 		$6.93M Buy
10,548
+167
+2% +$104K 0.22% 111
2024
Q1 		$6.75M Sell
10,381
-65
-0.6% -$41.5K 0.23% 108
2023
Q4 		$6.15M Buy
10,446
+54
+0.5% +$29.8K 0.23% 117
2023
Q3 		$5.31M Buy
10,392
+145
+1% +$73.4K 0.25% 110
2023
Q2 		$4.7M Buy
10,247
+2,974
+41% +$1.3M 0.24% 123
2023
Q1 		$3.24M Buy
7,273
+2,386
+49% +$979K 0.19% 143
2022
Q4 		$1.9M Buy
4,887
+505
+12% +$200K 0.13% 183
2022
Q3 		$1.7M Sell
4,382
-163
-4% -$70.4K 0.13% 176
2022
Q2 		$1.75M Buy
4,545
+512
+13% +$212K 0.13% 170
2022
Q1 		$1.94M Buy
4,033
+53
+1% +$27.1K 0.14% 164
2021
Q4 		$2.56M Sell
3,980
-822
-17% -$507K 0.18% 129
2021
Q3 		$2.59M Buy
4,802
+693
+17% +$373K 0.2% 129
2021
Q2 		$2.01M Sell
4,109
-1,303
-24% -$565K 0.16% 159
2021
Q1 		$2.07M Sell
5,412
-3,305
-38% -$1.27M 0.19% 133
2020
Q4 		$3.31M Buy
8,717
+229
+3% +$80.4K 0.31% 89
2020
Q3 		$2.77M Sell
8,488
-844
-9% -$264K 0.31% 87
2020
Q2 		$2.76M Buy
9,332
+1,146
+14% +$314K 0.37% 75
2020
Q1 		$1.88M Buy
8,186
+556
+7% +$151K 0.34% 85
2019
Q4 		$2M Buy
7,630
+2,145
+39% +$561K 0.27% 99
2019
Q3 		$1.46M Sell
5,485
-128
-2% -$35.2K 0.23% 119
2019
Q2 		$1.47M Sell
5,613
-69
-1% -$17.5K 0.24% 110
2019
Q1 		$1.49M Sell
5,682
-309
-5% -$71.4K 0.28% 93
2018
Q4 		$1.28M Sell
5,991
-85
-1% -$17.7K 0.27% 102
2018
Q3 		$1.38M Sell
6,076
-404
-6% -$86.8K 0.29% 107
2018
Q2 		$1.32M Buy
6,480
+262
+4% +$50.2K 0.3% 100
2018
Q1 		$1.08M Sell
6,218
-103
-2% -$17.3K 0.28% 108
2017
Q4 		$997K Sell
6,321
-186
-3% -$28.3K 0.33% 102
2017
Q3 		$925K Sell
6,507
-437
-6% -$60.3K 0.37% 92
2017
Q2 		$922K Sell
6,944
-73
-1% -$9.47K 0.36% 89
2017
Q1 		$814K Sell
7,017
-102
-1% -$12.2K 0.32% 94
2016
Q4 		$816K Buy
7,119
+17
+0.2% +$1.9K 0.33% 89
2016
Q3 		$781K Sell
7,102
-160
-2% -$17.9K 0.3% 104
2016
Q2 		$811K Buy
7,262
+111
+2% +$11.6K 0.33% 84
2016
Q1 		$744K Sell
7,151
-115
-2% -$11.1K 0.32% 81
2015
Q4 		$701K Buy
7,266
+155
+2% +$15K 0.29% 94
2015
Q3 		$631K Buy
7,111
+435
+7% +$42.2K 0.32% 84
2015
Q2 		$673K Buy
6,676
+290
+5% +$29.6K 0.39% 71
2015
Q1 		$619K Sell
6,386
-280
-4% -$26K 0.31% 95
2014
Q4 		$615K Buy
6,666
+15
+0.2% +$1.33K 0.33% 88
2014
Q3 		$583K Buy
6,651
+90
+1% +$7.48K 0.32% 90
2014
Q2 		$528K Buy
6,561
+110
+2% +$8.49K 0.32% 98
2014
Q1 		$501K Buy
6,451
+720
+13% +$55K 0.34% 106
2013
Q4 		$437K Buy
+5,731
New +$412K 0.32% 111

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
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
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Dynamic Advisor Solutions's INTU Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Intuit (INTU) stake by 0.19% in Q2 2026, selling an estimated $8.36K and leaving 12,571 shares worth $3.28M. The position accounts for 0.09% of the portfolio, ranked #231.

Dynamic Advisor Solutions first reported a position in INTU in Q4 2013 and has held it in 51 quarters since. The position peaked at $7.29M in Q2 2025. 248 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Dynamic Advisor Solutions held 12,571 shares of Intuit worth $3.28M as of Q2 2026.
  • Dynamic Advisor Solutions sold 24 Intuit shares in Q2 2026, an estimated $8.36K.
  • Intuit made up 0.09% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #231 holding.
  • Dynamic Advisor Solutions first reported a position in Intuit in Q4 2013 and has held it in 51 quarters since.
  • Dynamic Advisor Solutions's Intuit position peaked at $7.29M in Q2 2025.
  • 248 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.