Grant Private Wealth Management’s Intuit INTU Stock Holding History

Grant Private 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	$1.11M	Buy	4,234 +39	+0.9%	+$13.6K	0.47%	41
2026 Q1	$1.81M	Buy	4,195 +1,480	+55%	+$706K	0.96%	18
2025 Q4	$1.8M	Sell	2,715 -4	-0.1%	-$2.64K	1.09%	19
2025 Q3	$1.86M	Buy	+2,719	New	+$1.96M	1.15%	19
2025 Q2	–	Sell	-2,804	Closed	-$1.72M	–	102
2025 Q1	$1.72M	Sell	2,804 -128	-4%	-$76.9K	1.85%	14
2024 Q4	$1.84M	Buy	+2,932	New	+$1.87M	1.99%	11

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

Grant Private Wealth Management's INTU Position: Q2 2026 in Review

Grant Private Wealth Management increased its Intuit (INTU) stake by 0.93% in Q2 2026, buying an estimated $13.6K and bringing the position to 4,234 shares worth $1.11M. The position accounts for 0.47% of the portfolio, ranked #41.

Grant Private Wealth Management first reported a position in INTU in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.86M in Q3 2025. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Grant Private Wealth Management held 4,234 shares of Intuit worth $1.11M as of Q2 2026.
Grant Private Wealth Management bought 39 Intuit shares in Q2 2026, an estimated $13.6K.
Intuit made up 0.47% of Grant Private Wealth Management's portfolio in Q2 2026, its #41 holding.
Grant Private Wealth Management first reported a position in Intuit in Q4 2024 and has held it in 6 quarters since.
Grant Private Wealth Management's Intuit position peaked at $1.86M in Q3 2025.
625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.