Fiduciary Alliance’s Intuit INTU Stock Holding History

Fiduciary Alliance’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	$1.41M	Buy	5,387 +634	+13%	+$221K	0.1%	225
2026 Q1	$1.85M	Buy	4,753 +2,116	+80%	+$1.01M	0.11%	191
2025 Q4	$1.75M	Buy	2,637 +863	+49%	+$570K	0.11%	171
2025 Q3	$1.21M	Sell	1,774 -2	-0.1%	-$1.44K	0.08%	213
2025 Q2	$1.4M	Buy	1,776 +221	+14%	+$150K	0.1%	185
2025 Q1	$955K	Buy	1,555 +1,014	+187%	+$609K	0.09%	172
2024 Q4	$340K	Buy	541 +125	+30%	+$79.9K	0.03%	276
2024 Q3	$258K	Buy	+416	New	+$266K	0.03%	216
2023 Q3	–	Sell	-175	Closed	-$80.2K	–	535
2023 Q2	$80.2K	Buy	+175	New	+$76.6K	0.02%	240
2023 Q1	–	Sell	-152	Closed	-$59.2K	–	477
2022 Q4	$59.2K	Buy	+152	New	+$60.3K	0.02%	210

Other funds holding INTU

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Fiduciary Alliance's INTU Position: Q2 2026 in Review

Fiduciary Alliance increased its Intuit (INTU) stake by 13% in Q2 2026, buying an estimated $221K and bringing the position to 5,387 shares worth $1.41M. The position accounts for 0.1% of the portfolio, ranked #225.

Fiduciary Alliance first reported a position in INTU in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.85M in Q1 2026. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Fiduciary Alliance held 5,387 shares of Intuit worth $1.41M as of Q2 2026.
Fiduciary Alliance bought 634 Intuit shares in Q2 2026, an estimated $221K.
Intuit made up 0.1% of Fiduciary Alliance's portfolio in Q2 2026, its #225 holding.
Fiduciary Alliance first reported a position in Intuit in Q4 2022 and has held it in 10 quarters since.
Fiduciary Alliance's Intuit position peaked at $1.85M in Q1 2026.
625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.