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FSM Wealth Advisors’s Intuit INTU Stock Holding History

FSM 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 		$708K Sell
2,711
-263
-9% -$91.6K 0.08% 148
2026
Q1 		$1.29M Buy
2,974
+125
+4% +$59.6K 0.17% 75
2025
Q4 		$1.89M Buy
2,849
+22
+0.8% +$14.5K 0.26% 54
2025
Q3 		$1.93M Buy
2,827
+55
+2% +$39.6K 0.27% 57
2025
Q2 		$2.17M Buy
2,772
+86
+3% +$58.2K 0.35% 51
2025
Q1 		$1.65M Buy
2,686
+66
+3% +$39.6K 0.37% 42
2024
Q4 		$1.59M Buy
2,620
+31
+1% +$19.8K 0.39% 43
2024
Q3 		$1.61M Buy
2,589
+72
+3% +$46K 0.43% 40
2024
Q2 		$1.65M Sell
2,517
-8
-0.3% -$4.96K 0.55% 35
2024
Q1 		$1.64M Buy
2,525
+79
+3% +$50.4K 0.58% 34
2023
Q4 		$1.53M Buy
2,446
+11
+0.5% +$6.07K 0.65% 34
2023
Q3 		$1.24M Sell
2,435
-171
-7% -$86.5K 0.63% 38
2023
Q2 		$1.21M Sell
2,606
-25
-1% -$10.9K 0.61% 38
2023
Q1 		$1.17M Buy
2,631
+13
+0.5% +$5.34K 0.68% 41
2022
Q4 		$1.02M Hold
2,618
– – 0.72% 37
2022
Q3 		$1.01M Buy
+2,618
New +$1.13M 0.84% 33

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

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

FSM Wealth Advisors reduced its Intuit (INTU) stake by 8.8% in Q2 2026, selling an estimated $91.6K and leaving 2,711 shares worth $708K. The position accounts for 0.08% of the portfolio, ranked #148.

FSM Wealth Advisors first reported a position in INTU in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.17M in Q2 2025. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • FSM Wealth Advisors held 2,711 shares of Intuit worth $708K as of Q2 2026.
  • FSM Wealth Advisors sold 263 Intuit shares in Q2 2026, an estimated $91.6K.
  • Intuit made up 0.08% of FSM Wealth Advisors's portfolio in Q2 2026, its #148 holding.
  • FSM Wealth Advisors first reported a position in Intuit in Q3 2022 and has held it in 16 quarters since.
  • FSM Wealth Advisors's Intuit position peaked at $2.17M in Q2 2025.
  • 625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.