EWP
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Elevation Wealth Partners’s Intuit INTU Stock Holding History

Elevation 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 		$14.6K Buy
56
+23
+70% +$8.01K ﹤0.01% 686
2026
Q1 		$14.3K Buy
33
+3
+10% +$1.43K 0.01% 445
2025
Q4 		$19.9K Buy
30
+4
+15% +$2.64K 0.01% 371
2025
Q3 		$17.8K Buy
+26
New +$18.7K 0.01% 342

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

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

Elevation Wealth Partners increased its Intuit (INTU) stake by 70% in Q2 2026, buying an estimated $8.01K and bringing the position to 56 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

Elevation Wealth Partners first reported a position in INTU in Q3 2025 and has held it in 4 quarters since. The position peaked at $19.9K in Q4 2025. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Elevation Wealth Partners held 56 shares of Intuit worth $14.6K as of Q2 2026.
  • Elevation Wealth Partners bought 23 Intuit shares in Q2 2026, an estimated $8.01K.
  • Intuit made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #686 holding.
  • Elevation Wealth Partners first reported a position in Intuit in Q3 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's Intuit position peaked at $19.9K in Q4 2025.
  • 625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.