DAS
INTU icon

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
2021
Q4 		– Sell
-700
Closed -$9K – 758
2021
Q3 		$9K Buy
+700
New +$377K ﹤0.01% 742

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. 287 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.
  • 287 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.