HPM
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Hoxton Planning & Management’s Intuit INTU Stock Holding History

Hoxton Planning & 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 		– Sell
-1,205
Closed -$521K – 236
2026
Q1 		$521K Sell
1,205
-59
-5% -$28.1K 0.16% 106
2025
Q4 		$837K Sell
1,264
-11
-0.9% -$7.27K 0.25% 69
2025
Q3 		$871K Sell
1,275
-12
-0.9% -$8.65K 0.28% 67
2025
Q2 		$1.01M Sell
1,287
-15
-1% -$10.2K 0.35% 55
2025
Q1 		$799K Sell
1,302
-4
-0.3% -$2.4K 0.31% 69
2024
Q4 		$821K Sell
1,306
-4
-0.3% -$2.56K 0.31% 64
2024
Q3 		$814K Buy
1,310
+53
+4% +$33.8K 0.32% 57
2024
Q2 		$826K Sell
1,257
-22
-2% -$13.6K 0.38% 46
2024
Q1 		$831K Buy
1,279
+10
+0.8% +$6.38K 0.4% 46
2023
Q4 		$793K Buy
1,269
+4
+0.3% +$2.21K 0.42% 41
2023
Q3 		$646K Sell
1,265
-40
-3% -$20.2K 0.42% 47
2023
Q2 		$598K Sell
1,305
-55
-4% -$24.1K 0.37% 53
2023
Q1 		$606K Sell
1,360
-112
-8% -$46K 0.33% 59
2022
Q4 		$573K Buy
+1,472
New +$584K 0.3% 67

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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Hoxton Planning & Management's INTU Position: Q2 2026 in Review

Hoxton Planning & Management sold out of Intuit (INTU) in Q2 2026, closing a stake of 1,205 shares — an estimated $521K sold.

Hoxton Planning & Management first reported a position in INTU in Q4 2022 and held it in 14 quarters. The position peaked at $1.01M in Q2 2025. 313 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Hoxton Planning & Management reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Hoxton Planning & Management sold 1,205 Intuit shares in Q2 2026, an estimated $521K.
  • Hoxton Planning & Management first reported a position in Intuit in Q4 2022 and held it in 14 quarters.
  • Hoxton Planning & Management's Intuit position peaked at $1.01M in Q2 2025.
  • 313 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.