Golden State Wealth Management’s Intuit INTU Stock Holding History

Golden State Wealth Management’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	$114K	Buy	436 +1	+0.2%	+$348	0.01%	540
2026 Q1	$188K	Buy	435 +86	+25%	+$41K	0.02%	392
2025 Q4	$231K	Sell	349 -5	-1%	-$3.3K	0.02%	369
2025 Q3	$242K	Hold	354	–	–	0.03%	350
2025 Q2	$279K	Buy	354 +18	+5%	+$12.2K	0.03%	315
2025 Q1	$206K	Buy	336 +1	+0.3%	+$601	0.03%	333
2024 Q4	$211K	Buy	+335	New	+$214K	0.03%	316

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

Golden State Wealth Management's INTU Position: Q2 2026 in Review

Golden State Wealth Management increased its Intuit (INTU) stake by 0.23% in Q2 2026, buying an estimated $348 and bringing the position to 436 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #540.

Golden State Wealth Management first reported a position in INTU in Q4 2024 and has held it in 7 quarters since. The position peaked at $279K in Q2 2025. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Golden State Wealth Management held 436 shares of Intuit worth $114K as of Q2 2026.
Golden State Wealth Management bought 1 Intuit share in Q2 2026, an estimated $348.
Intuit made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #540 holding.
Golden State Wealth Management first reported a position in Intuit in Q4 2024 and has held it in 7 quarters since.
Golden State Wealth Management's Intuit position peaked at $279K in Q2 2025.
625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.