FWI
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Facet Wealth Inc’s Intuit INTU Stock Holding History

Facet Wealth Inc’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 		$391K Buy
1,498
+863
+136% +$301K 0.01% 257
2026
Q1 		$275K Buy
+635
New +$303K ﹤0.01% 275
2025
Q4 		– Sell
-384
Closed -$262K – 301
2025
Q3 		$262K Buy
+384
New +$277K 0.01% 183

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Facet Wealth Inc's INTU Position: Q2 2026 in Review

Facet Wealth Inc increased its Intuit (INTU) stake by 136% in Q2 2026, buying an estimated $301K and bringing the position to 1,498 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #257.

Facet Wealth Inc first reported a position in INTU in Q3 2025 and has held it in 3 quarters since. 649 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Facet Wealth Inc held 1,498 shares of Intuit worth $391K as of Q2 2026.
  • Facet Wealth Inc bought 863 Intuit shares in Q2 2026, an estimated $301K.
  • Intuit made up 0.01% of Facet Wealth Inc's portfolio in Q2 2026, its #257 holding.
  • Facet Wealth Inc first reported a position in Intuit in Q3 2025 and has held it in 3 quarters since.
  • 649 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.