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Fiduciary Financial Group’s Intuit INTU Stock Holding History

Fiduciary Financial Group’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
-537
Closed -$232K – 383
2026
Q1 		$232K Buy
+537
New +$256K 0.03% 320
2025
Q3 		– Sell
-268
Closed -$209K – 337
2025
Q2 		$209K Buy
+268
New +$181K 0.04% 289
2025
Q1 		– Sell
-918
Closed -$572K – 306
2024
Q4 		$572K Buy
918
+16
+2% +$10.2K 0.12% 110
2024
Q3 		$553K Hold
902
– – 0.13% 97
2024
Q2 		$601K Buy
+902
New +$559K 0.15% 91

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
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
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
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return

Fiduciary Financial Group's INTU Position: Q2 2026 in Review

Fiduciary Financial Group sold out of Intuit (INTU) in Q2 2026, closing a stake of 537 shares — an estimated $232K sold.

Fiduciary Financial Group first reported a position in INTU in Q2 2024 and held it in 5 quarters. The position peaked at $601K in Q2 2024. 361 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Fiduciary Financial Group reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Fiduciary Financial Group sold 537 Intuit shares in Q2 2026, an estimated $232K.
  • Fiduciary Financial Group first reported a position in Intuit in Q2 2024 and held it in 5 quarters.
  • Fiduciary Financial Group's Intuit position peaked at $601K in Q2 2024.
  • 361 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.