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Empirical Wealth Management’s Intuit INTU Stock Holding History

Empirical 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 		$542K Sell
2,077
-226
-10% -$78.7K 0.01% 652
2026
Q1 		$996K Buy
2,303
+4
+0.2% +$1.91K 0.02% 359
2025
Q4 		$1.52M Sell
2,299
-93
-4% -$61.5K 0.03% 277
2025
Q3 		$1.63M Buy
2,392
+102
+4% +$73.5K 0.03% 267
2025
Q2 		$1.8M Buy
2,290
+193
+9% +$131K 0.04% 241
2025
Q1 		$1.29M Sell
2,097
-230
-10% -$138K 0.03% 268
2024
Q4 		$1.46M Buy
2,327
+65
+3% +$41.5K 0.04% 233
2024
Q3 		$1.4M Buy
2,262
+138
+6% +$88.1K 0.04% 228
2024
Q2 		$1.4M Sell
2,124
-225
-10% -$140K 0.04% 223
2024
Q1 		$1.53M Sell
2,349
-40
-2% -$25.5K 0.05% 209
2023
Q4 		$1.49M Buy
2,389
+105
+5% +$57.9K 0.05% 198
2023
Q3 		$1.17M Buy
2,284
+125
+6% +$63.3K 0.05% 210
2023
Q2 		$989K Sell
2,159
-75
-3% -$32.8K 0.04% 226
2023
Q1 		$996K Sell
2,234
-194
-8% -$79.6K 0.04% 218
2022
Q4 		$945K Sell
2,428
-115
-5% -$45.6K 0.04% 218
2022
Q3 		$985K Sell
2,543
-50
-2% -$21.6K 0.05% 198
2022
Q2 		$1M Sell
2,593
-260
-9% -$108K 0.05% 198
2022
Q1 		$1.37M Sell
2,853
-158
-5% -$80.9K 0.07% 175
2021
Q4 		$1.94M Sell
3,011
-149
-5% -$92K 0.1% 134
2021
Q3 		$1.71M Buy
3,160
+182
+6% +$98.1K 0.1% 129
2021
Q2 		$1.46M Sell
2,978
-88
-3% -$38.2K 0.09% 141
2021
Q1 		$1.17M Sell
3,066
-1,130
-27% -$435K 0.09% 138
2020
Q4 		$1.59M Buy
4,196
+1,102
+36% +$387K 0.12% 116
2020
Q3 		$1.01M Buy
+3,094
New +$968K 0.09% 137
2018
Q4 		– Sell
-1,946
Closed -$443K – 215
2018
Q3 		$443K Buy
+1,946
New +$418K 0.08% 128

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

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

Empirical Wealth Management reduced its Intuit (INTU) stake by 9.8% in Q2 2026, selling an estimated $78.7K and leaving 2,077 shares worth $542K. The position accounts for 0.01% of the portfolio, ranked #652.

Empirical Wealth Management first reported a position in INTU in Q3 2018 and has held it in 25 quarters since. The position peaked at $1.94M in Q4 2021. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Empirical Wealth Management held 2,077 shares of Intuit worth $542K as of Q2 2026.
  • Empirical Wealth Management sold 226 Intuit shares in Q2 2026, an estimated $78.7K.
  • Intuit made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #652 holding.
  • Empirical Wealth Management first reported a position in Intuit in Q3 2018 and has held it in 25 quarters since.
  • Empirical Wealth Management's Intuit position peaked at $1.94M in Q4 2021.
  • 625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.