HWA
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HHM Wealth Advisors’s Intuit INTU Stock Holding History

HHM 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 		$18.3K Hold
70
– – ﹤0.01% 547
2026
Q1 		$30.3K Buy
70
+30
+75% +$14.3K ﹤0.01% 443
2025
Q4 		$26.5K Hold
40
– – ﹤0.01% 452
2025
Q3 		$27.3K Sell
40
-71
-64% -$51.2K ﹤0.01% 460
2025
Q2 		$87.4K Sell
111
-4
-3% -$2.71K 0.01% 293
2025
Q1 		$70.6K Buy
115
+56
+95% +$33.6K 0.01% 309
2024
Q4 		$37.1K Buy
59
+9
+18% +$5.75K 0.01% 403
2024
Q3 		$31.1K Sell
50
-10
-17% -$6.38K ﹤0.01% 407
2024
Q2 		$39.4K Buy
60
+44
+275% +$27.3K 0.01% 370
2024
Q1 		$10.4K Hold
16
– – ﹤0.01% 513
2023
Q4 		$10K Hold
16
– – ﹤0.01% 512
2023
Q3 		$8.18K Sell
16
-3
-16% -$1.52K ﹤0.01% 539
2023
Q2 		$8.71K Sell
19
-37
-66% -$16.2K ﹤0.01% 559
2023
Q1 		$25K Buy
+56
New +$23K 0.01% 387

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
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

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

HHM Wealth Advisors held its Intuit (INTU) position steady in Q2 2026 at 70 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

HHM Wealth Advisors first reported a position in INTU in Q1 2023 and has held it in 14 quarters since. The position peaked at $87.4K in Q2 2025. 496 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • HHM Wealth Advisors held 70 shares of Intuit worth $18.3K as of Q2 2026.
  • HHM Wealth Advisors left its Intuit share count unchanged in Q2 2026.
  • Intuit made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #547 holding.
  • HHM Wealth Advisors first reported a position in Intuit in Q1 2023 and has held it in 14 quarters since.
  • HHM Wealth Advisors's Intuit position peaked at $87.4K in Q2 2025.
  • 496 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

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