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Fortune Financial Advisors’s Intuit INTU Stock Holding History

Fortune Financial 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
-848
Closed -$366K – 164
2026
Q1 		$366K Buy
848
+1
+0.1% +$477 0.19% 105
2025
Q4 		$561K Buy
847
+14
+2% +$9.25K 0.38% 60
2025
Q3 		$569K Hold
833
– – 0.43% 60
2025
Q2 		$656K Buy
833
+7
+0.8% +$4.74K 0.53% 52
2025
Q1 		$507K Buy
826
+70
+9% +$42K 0.44% 60
2024
Q4 		$475K Hold
756
– – 0.43% 59
2024
Q3 		$469K Hold
756
– – 0.43% 62
2024
Q2 		$497K Hold
756
– – 0.3% 84
2024
Q1 		$491K Sell
756
-136
-15% -$86.8K 0.31% 87
2023
Q4 		$557K Buy
892
+1
+0.1% +$552 0.39% 67
2023
Q3 		$455K Buy
891
+32
+4% +$16.2K 0.35% 75
2023
Q2 		$394K Buy
+859
New +$376K 0.3% 82

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Fortune Financial Advisors's INTU Position: Q2 2026 in Review

Fortune Financial Advisors sold out of Intuit (INTU) in Q2 2026, closing a stake of 848 shares — an estimated $366K sold.

Fortune Financial Advisors first reported a position in INTU in Q2 2023 and held it in 12 quarters. The position peaked at $656K in Q2 2025. 705 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Fortune Financial Advisors reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Fortune Financial Advisors sold 848 Intuit shares in Q2 2026, an estimated $366K.
  • Fortune Financial Advisors first reported a position in Intuit in Q2 2023 and held it in 12 quarters.
  • Fortune Financial Advisors's Intuit position peaked at $656K in Q2 2025.
  • 705 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.