EWA
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EverSource Wealth Advisors’s Intuit INTU Stock Holding History

EverSource Wealth 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 		$524K Sell
2,007
-43
-2% -$15K 0.02% 548
2026
Q1 		$887K Buy
2,050
+619
+43% +$295K 0.03% 419
2025
Q4 		$948K Sell
1,431
-10
-0.7% -$6.61K 0.03% 355
2025
Q3 		$984K Buy
1,441
+156
+12% +$112K 0.04% 312
2025
Q2 		$1.01M Buy
1,285
+434
+51% +$294K 0.05% 275
2025
Q1 		$523K Buy
851
+250
+42% +$150K 0.03% 375
2024
Q4 		$378K Buy
601
+51
+9% +$32.6K 0.02% 441
2024
Q3 		$342K Buy
550
+25
+5% +$16K 0.02% 413
2024
Q2 		$340K Buy
525
+68
+15% +$42.2K 0.02% 408
2024
Q1 		$286K Buy
457
+8
+2% +$5.11K 0.02% 389
2023
Q4 		$281K Buy
449
+16
+4% +$8.82K 0.03% 358
2023
Q3 		$221K Buy
433
+31
+8% +$15.7K 0.02% 378
2023
Q2 		$184K Sell
402
-224
-36% -$98.1K 0.02% 414
2023
Q1 		$279K Buy
626
+78
+14% +$32K 0.03% 315
2022
Q4 		$213K Sell
548
-131
-19% -$52K 0.03% 345
2022
Q3 		$264K Buy
679
+201
+42% +$86.8K 0.06% 257
2022
Q2 		$184K Buy
478
+296
+163% +$123K 0.05% 267
2022
Q1 		$87K Buy
182
+98
+117% +$50.2K 0.02% 357
2021
Q4 		$54K Buy
+84
New +$51.9K 0.02% 415

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

EverSource Wealth Advisors's INTU Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Intuit (INTU) stake by 2.1% in Q2 2026, selling an estimated $15K and leaving 2,007 shares worth $524K. The position accounts for 0.02% of the portfolio, ranked #548.

EverSource Wealth Advisors first reported a position in INTU in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.01M in Q2 2025. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • EverSource Wealth Advisors held 2,007 shares of Intuit worth $524K as of Q2 2026.
  • EverSource Wealth Advisors sold 43 Intuit shares in Q2 2026, an estimated $15K.
  • Intuit made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #548 holding.
  • EverSource Wealth Advisors first reported a position in Intuit in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Intuit position peaked at $1.01M in Q2 2025.
  • 625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.