Gratus Wealth Advisors’s Intuit INTU Stock Holding History

Gratus 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	$329K	Sell	1,261 -13	-1%	-$4.53K	0.04%	111
2026 Q1	$551K	Sell	1,274 -33	-3%	-$15.7K	0.08%	82
2025 Q4	$866K	Sell	1,307 -90	-6%	-$59.5K	0.12%	65
2025 Q3	$954K	Hold	1,397	–	–	0.13%	62
2025 Q2	$1.1M	Hold	1,397	–	–	0.17%	56
2025 Q1	$858K	Sell	1,397 -14	-1%	-$8.41K	0.14%	65
2024 Q4	$887K	Hold	1,411	–	–	0.14%	66
2024 Q3	$850K	Hold	1,411	–	–	0.14%	71
2024 Q2	$898K	Hold	1,411	–	–	0.15%	63
2024 Q1	$858K	Hold	1,411	–	–	0.16%	64
2023 Q4	$882K	Buy	+1,411	New	+$778K	0.17%	60

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

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

Gratus Wealth Advisors reduced its Intuit (INTU) stake by 1% in Q2 2026, selling an estimated $4.53K and leaving 1,261 shares worth $329K. The position accounts for 0.04% of the portfolio, ranked #111.

Gratus Wealth Advisors first reported a position in INTU in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.1M in Q2 2025. 665 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Gratus Wealth Advisors held 1,261 shares of Intuit worth $329K as of Q2 2026.
Gratus Wealth Advisors sold 13 Intuit shares in Q2 2026, an estimated $4.53K.
Intuit made up 0.04% of Gratus Wealth Advisors's portfolio in Q2 2026, its #111 holding.
Gratus Wealth Advisors first reported a position in Intuit in Q4 2023 and has held it in 11 quarters since.
Gratus Wealth Advisors's Intuit position peaked at $1.1M in Q2 2025.
665 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.