HBW Advisory Services’s Intuit INTU Stock Holding History

HBW Advisory Services’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	$441K	Buy	1,690 +563	+50%	+$196K	0.04%	326
2026 Q1	$487K	Buy	1,127 +388	+53%	+$185K	0.05%	292
2025 Q4	$489K	Buy	739 +60	+9%	+$39.6K	0.05%	284
2025 Q3	$464K	Sell	679 -17	-2%	-$12.3K	0.05%	272
2025 Q2	$549K	Sell	696 -20	-3%	-$13.5K	0.07%	228
2025 Q1	$440K	Sell	716 -23	-3%	-$13.8K	0.06%	230
2024 Q4	$464K	Sell	739 -241	-25%	-$154K	0.05%	215
2024 Q3	$608K	Sell	980 -5,416	-85%	-$3.46M	0.09%	180
2024 Q2	$4.2M	Sell	6,396 -560	-8%	-$347K	0.7%	31
2024 Q1	$4.35M	Hold	6,956	–	–	0.81%	27
2023 Q4	$4.35M	Sell	6,956 -132	-2%	-$72.8K	0.81%	27
2023 Q3	$3.62M	Sell	7,088 -1,781	-20%	-$901K	0.76%	31
2023 Q2	$4.06M	Buy	8,869 +206	+2%	+$90.2K	0.88%	27
2023 Q1	$3.86M	Sell	8,663 -855	-9%	-$351K	0.96%	28
2022 Q4	$3.71M	Buy	9,518 +71	+0.8%	+$28.2K	0.98%	26
2022 Q3	$3.66M	Sell	9,447 -23	-0.2%	-$9.94K	1.02%	26
2022 Q2	$3.65M	Buy	+9,470	New	+$3.92M	0.94%	33

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

HBW Advisory Services's INTU Position: Q2 2026 in Review

HBW Advisory Services increased its Intuit (INTU) stake by 50% in Q2 2026, buying an estimated $196K and bringing the position to 1,690 shares worth $441K. The position accounts for 0.04% of the portfolio, ranked #326.

HBW Advisory Services first reported a position in INTU in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.35M in Q1 2024. 665 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

HBW Advisory Services held 1,690 shares of Intuit worth $441K as of Q2 2026.
HBW Advisory Services bought 563 Intuit shares in Q2 2026, an estimated $196K.
Intuit made up 0.04% of HBW Advisory Services's portfolio in Q2 2026, its #326 holding.
HBW Advisory Services first reported a position in Intuit in Q2 2022 and has held it in 17 quarters since.
HBW Advisory Services's Intuit position peaked at $4.35M in Q1 2024.
665 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.