HCR Wealth Advisors’s Intuit INTU Stock Holding History

HCR 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	$316K	Sell	1,210 -43	-3%	-$15K	0.03%	207
2026 Q1	$542K	Buy	1,253 +8	+0.6%	+$3.82K	0.06%	146
2025 Q4	$825K	Buy	1,245 +40	+3%	+$26.4K	0.08%	124
2025 Q3	$822K	Hold	1,205	–	–	0.09%	118
2025 Q2	$949K	Hold	1,205	–	–	0.11%	104
2025 Q1	$740K	Sell	1,205 -103	-8%	-$61.9K	0.1%	113
2024 Q4	$822K	Buy	1,308 +2	+0.2%	+$1.28K	0.1%	111
2024 Q3	$811K	Buy	1,306 +350	+37%	+$223K	0.11%	111
2024 Q2	$628K	Hold	956	–	–	0.09%	119
2024 Q1	$621K	Buy	956 +350	+58%	+$223K	0.09%	119
2023 Q4	$379K	Buy	+606	New	+$334K	0.06%	139

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

HCR Wealth Advisors reduced its Intuit (INTU) stake by 3.4% in Q2 2026, selling an estimated $15K and leaving 1,210 shares worth $316K. The position accounts for 0.03% of the portfolio, ranked #207.

HCR Wealth Advisors first reported a position in INTU in Q4 2023 and has held it in 11 quarters since. The position peaked at $949K in Q2 2025. 705 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

HCR Wealth Advisors held 1,210 shares of Intuit worth $316K as of Q2 2026.
HCR Wealth Advisors sold 43 Intuit shares in Q2 2026, an estimated $15K.
Intuit made up 0.03% of HCR Wealth Advisors's portfolio in Q2 2026, its #207 holding.
HCR Wealth Advisors first reported a position in Intuit in Q4 2023 and has held it in 11 quarters since.
HCR Wealth Advisors's Intuit position peaked at $949K in Q2 2025.
705 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

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