GoalVest Advisory’s Intuit INTU Stock Holding History

GoalVest Advisory’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	$2.61K	Hold	10	–	–	﹤0.01%	434
2026 Q1	$4.32K	Hold	10	–	–	﹤0.01%	398
2025 Q4	$6.62K	Hold	10	–	–	﹤0.01%	451
2025 Q3	$6.83K	Buy	+10	New	+$7.21K	﹤0.01%	351
2025 Q2	–	Sell	-3	Closed	-$1.84K	–	446
2025 Q1	$1.84K	Buy	+3	New	+$1.8K	﹤0.01%	311
2023 Q4	–	Sell	-1	Closed	-$511	–	429
2023 Q3	$511	Buy	+1	New	+$506	﹤0.01%	457
2023 Q1	–	Sell	-7	Closed	-$2.73K	–	276
2022 Q4	$2.73K	Sell	7 -14	-67%	-$5.55K	﹤0.01%	212
2022 Q3	$8K	Sell	21 -842	-98%	-$364K	0.01%	197
2022 Q2	$345K	Buy	863 +422	+96%	+$175K	0.22%	102
2022 Q1	$212K	Buy	+441	New	+$226K	0.12%	107

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

GoalVest Advisory's INTU Position: Q2 2026 in Review

GoalVest Advisory held its Intuit (INTU) position steady in Q2 2026 at 10 shares worth $2.61K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

GoalVest Advisory first reported a position in INTU in Q1 2022 and has held it in 10 quarters since. The position peaked at $345K in Q2 2022. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

GoalVest Advisory held 10 shares of Intuit worth $2.61K as of Q2 2026.
GoalVest Advisory left its Intuit share count unchanged in Q2 2026.
Intuit made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #434 holding.
GoalVest Advisory first reported a position in Intuit in Q1 2022 and has held it in 10 quarters since.
GoalVest Advisory's Intuit position peaked at $345K in Q2 2022.
625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.