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Hennion & Walsh Asset Management’s Intuit INTU Stock Holding History

Hennion & Walsh Asset 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 		$1.28M Sell
4,891
-2,169
-31% -$756K 0.04% 498
2026
Q1 		$3.05M Sell
7,060
-1,836
-21% -$876K 0.1% 252
2025
Q4 		$5.89M Sell
8,896
-1,130
-11% -$747K 0.2% 110
2025
Q3 		$6.85M Buy
10,026
+181
+2% +$130K 0.25% 78
2025
Q2 		$7.75M Buy
9,845
+427
+5% +$289K 0.31% 58
2025
Q1 		$5.78M Buy
9,418
+957
+11% +$575K 0.26% 79
2024
Q4 		$5.32M Buy
8,461
+1,565
+23% +$1M 0.24% 93
2024
Q3 		$4.28M Buy
6,896
+276
+4% +$176K 0.2% 123
2024
Q2 		$4.35M Buy
6,620
+268
+4% +$166K 0.22% 103
2024
Q1 		$4.13M Sell
6,352
-426
-6% -$272K 0.22% 106
2023
Q4 		$4.24M Sell
6,778
-2,152
-24% -$1.19M 0.24% 98
2023
Q3 		$4.56M Buy
8,930
+1,123
+14% +$568K 0.29% 76
2023
Q2 		$3.58M Sell
7,807
-791
-9% -$346K 0.21% 117
2023
Q1 		$3.83M Sell
8,598
-373
-4% -$153K 0.24% 110
2022
Q4 		$3.49M Sell
8,971
-123
-1% -$48.8K 0.22% 120
2022
Q3 		$3.52M Sell
9,094
-1,190
-12% -$514K 0.23% 113
2022
Q2 		$3.96M Sell
10,284
-2,124
-17% -$880K 0.25% 105
2022
Q1 		$5.97M Buy
12,408
+66
+0.5% +$33.8K 0.32% 77
2021
Q4 		$7.94M Buy
12,342
+1,673
+16% +$1.03M 0.39% 62
2021
Q3 		$5.76M Buy
10,669
+441
+4% +$238K 0.3% 82
2021
Q2 		$5.01M Buy
10,228
+1,053
+11% +$457K 0.27% 93
2021
Q1 		$3.52M Buy
+9,175
New +$3.53M 0.21% 125

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Hennion & Walsh Asset Management's INTU Position: Q2 2026 in Review

Hennion & Walsh Asset Management reduced its Intuit (INTU) stake by 31% in Q2 2026, selling an estimated $756K and leaving 4,891 shares worth $1.28M. The position accounts for 0.04% of the portfolio, ranked #498.

Hennion & Walsh Asset Management first reported a position in INTU in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.94M in Q4 2021. 464 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Hennion & Walsh Asset Management held 4,891 shares of Intuit worth $1.28M as of Q2 2026.
  • Hennion & Walsh Asset Management sold 2,169 Intuit shares in Q2 2026, an estimated $756K.
  • Intuit made up 0.04% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #498 holding.
  • Hennion & Walsh Asset Management first reported a position in Intuit in Q1 2021 and has held it in 22 quarters since.
  • Hennion & Walsh Asset Management's Intuit position peaked at $7.94M in Q4 2021.
  • 464 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.