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Elmwood Wealth Management’s Intuit INTU Stock Holding History

Elmwood 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 		$869K Buy
3,328
+6
+0.2% +$2.09K 0.22% 97
2026
Q1 		$1.44M Buy
3,322
+846
+34% +$404K 0.4% 62
2025
Q4 		$1.64M Sell
2,476
-30
-1% -$19.8K 0.52% 56
2025
Q3 		$1.71M Buy
2,506
+45
+2% +$32.4K 0.61% 54
2025
Q2 		$1.94M Sell
2,461
-21
-0.8% -$14.2K 0.77% 52
2025
Q1 		$1.52M Sell
2,482
-143
-5% -$85.9K 0.63% 56
2024
Q4 		$1.65M Hold
2,625
– – 0.67% 55
2024
Q3 		$1.63M Sell
2,625
-13
-0.5% -$8.3K 0.67% 57
2024
Q2 		$1.73M Sell
2,638
-100
-4% -$62K 0.77% 50
2024
Q1 		$1.78M Buy
2,738
+1,123
+70% +$717K 0.76% 51
2023
Q4 		$1.01M Sell
1,615
-1,187
-42% -$655K 0.71% 48
2023
Q3 		$1.43M Sell
2,802
-29
-1% -$14.7K 0.69% 50
2023
Q2 		$1.3M Sell
2,831
-31
-1% -$13.6K 0.6% 55
2023
Q1 		$1.28M Sell
2,862
-132
-4% -$54.2K 0.6% 56
2022
Q4 		$1.17M Sell
2,994
-10
-0.3% -$3.97K 0.58% 58
2022
Q3 		$1.16M Buy
3,004
+30
+1% +$13K 0.58% 58
2022
Q2 		$1.15M Sell
2,974
-50
-2% -$20.7K 0.65% 58
2022
Q1 		$1.45M Buy
3,024
+30
+1% +$15.4K 0.75% 55
2021
Q4 		$1.93M Buy
+2,994
New +$1.85M 0.92% 39
2021
Q2 		$1.52M Hold
3,109
– – 0.8% 45
2021
Q1 		$1.19M Buy
+3,109
New +$1.2M 0.73% 50
2020
Q3 		$974K Hold
3,289
– – 0.79% 41
2020
Q2 		$974K Sell
3,289
-1,632
-33% -$448K 0.79% 41
2020
Q1 		$853K Buy
4,921
+846
+21% +$229K 0.82% 45
2019
Q4 		$1.07M Sell
4,075
-81
-2% -$21.2K 0.93% 43
2019
Q3 		$1.1M Sell
4,156
-1
-0% -$275 1.12% 34
2019
Q2 		$1.09M Sell
4,157
-100
-2% -$25.4K 0.96% 36
2019
Q1 		$1.11M Sell
4,257
-210
-5% -$48.5K 1.03% 35
2018
Q4 		$879K Sell
4,467
-136
-3% -$28.3K 0.85% 40
2018
Q3 		$1.05M Sell
4,603
-118
-2% -$25.4K 0.87% 44
2018
Q2 		$965K Sell
4,721
-200
-4% -$38.4K 0.88% 42
2018
Q1 		$853K Buy
+4,921
New +$828K 0.82% 45

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

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

Elmwood Wealth Management increased its Intuit (INTU) stake by 0.18% in Q2 2026, buying an estimated $2.09K and bringing the position to 3,328 shares worth $869K. The position accounts for 0.22% of the portfolio, ranked #97.

Elmwood Wealth Management first reported a position in INTU in Q1 2018 and has held it in 32 quarters since. The position peaked at $1.94M in Q2 2025. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Elmwood Wealth Management held 3,328 shares of Intuit worth $869K as of Q2 2026.
  • Elmwood Wealth Management bought 6 Intuit shares in Q2 2026, an estimated $2.09K.
  • Intuit made up 0.22% of Elmwood Wealth Management's portfolio in Q2 2026, its #97 holding.
  • Elmwood Wealth Management first reported a position in Intuit in Q1 2018 and has held it in 32 quarters since.
  • Elmwood Wealth Management's Intuit position peaked at $1.94M in Q2 2025.
  • 625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

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