Golden State Equity Partners’s Intuit INTU Stock Holding History

Golden State Equity Partners’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	-962	Closed	-$416K	–	1008
2026 Q1	$416K	Buy	962 +298	+45%	+$142K	0.03%	495
2025 Q4	$440K	Buy	664 +342	+106%	+$226K	0.07%	306
2025 Q3	$220K	Buy	+322	New	+$232K	0.04%	411
2025 Q1	–	Sell	-327	Closed	-$206K	–	455
2024 Q4	$206K	Buy	327 +191	+140%	+$122K	0.04%	412
2024 Q3	$84.5K	Buy	+136	New	+$86.8K	0.04%	301

Other funds holding INTU

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Golden State Equity Partners's INTU Position: Q2 2026 in Review

Golden State Equity Partners sold out of Intuit (INTU) in Q2 2026, closing a stake of 962 shares — an estimated $416K sold.

Golden State Equity Partners first reported a position in INTU in Q3 2024 and held it in 5 quarters. The position peaked at $440K in Q4 2025. 665 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Golden State Equity Partners reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 962 Intuit shares in Q2 2026, an estimated $416K.
Golden State Equity Partners first reported a position in Intuit in Q3 2024 and held it in 5 quarters.
Golden State Equity Partners's Intuit position peaked at $440K in Q4 2025.
665 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.