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Everpar Advisors’s Intuit INTU Stock Holding History

Everpar Advisors’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 		– Sell
-1,051
Closed -$454K – 314
2026
Q1 		$454K Buy
1,051
+90
+9% +$42.9K 0.16% 140
2025
Q4 		$637K Buy
961
+56
+6% +$37K 0.24% 91
2025
Q3 		$618K Sell
905
-18
-2% -$13K 0.24% 93
2025
Q2 		$727K Buy
923
+101
+12% +$68.4K 0.33% 66
2025
Q1 		$505K Buy
822
+72
+10% +$43.2K 0.27% 98
2024
Q4 		$471K Sell
750
-134
-15% -$85.6K 0.24% 116
2024
Q3 		$549K Buy
884
+19
+2% +$12.1K 0.28% 101
2024
Q2 		$568K Buy
865
+29
+3% +$18K 0.28% 103
2024
Q1 		$543K Sell
836
-415
-33% -$265K 0.33% 87
2023
Q4 		$782K Buy
+1,251
New +$690K 0.36% 96

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

Everpar Advisors's INTU Position: Q2 2026 in Review

Everpar Advisors sold out of Intuit (INTU) in Q2 2026, closing a stake of 1,051 shares — an estimated $454K sold.

Everpar Advisors first reported a position in INTU in Q4 2023 and held it in 10 quarters. The position peaked at $782K in Q4 2023. 248 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Everpar Advisors reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Everpar Advisors sold 1,051 Intuit shares in Q2 2026, an estimated $454K.
  • Everpar Advisors first reported a position in Intuit in Q4 2023 and held it in 10 quarters.
  • Everpar Advisors's Intuit position peaked at $782K in Q4 2023.
  • 248 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.