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Independent Solutions Wealth Management’s Intuit INTU Stock Holding History

Independent Solutions Wealth 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
-4,465
Closed -$1.93M – 198
2026
Q1 		$1.93M Sell
4,465
-111
-2% -$52.9K 0.28% 93
2025
Q4 		$3.03M Sell
4,576
-89
-2% -$58.8K 0.56% 61
2025
Q3 		$3.19M Buy
4,665
+83
+2% +$59.8K 0.57% 57
2025
Q2 		$3.61M Sell
4,582
-11
-0.2% -$7.44K 0.7% 46
2025
Q1 		$2.82M Buy
4,593
+70
+2% +$42K 0.63% 51
2024
Q4 		$2.84M Sell
4,523
-120
-3% -$76.7K 0.62% 47
2024
Q3 		$2.88M Sell
4,643
-108
-2% -$68.9K 0.65% 44
2024
Q2 		$3.12M Sell
4,751
-77
-2% -$47.8K 0.72% 40
2024
Q1 		$3.14M Sell
4,828
-187
-4% -$119K 0.74% 41
2023
Q4 		$3.13M Buy
5,015
+213
+4% +$117K 0.8% 40
2023
Q3 		$2.45M Buy
4,802
+94
+2% +$47.6K 0.64% 42
2023
Q2 		$2.16M Sell
4,708
-7
-0.1% -$3.06K 0.54% 45
2023
Q1 		$2.1M Buy
4,715
+350
+8% +$144K 0.62% 43
2022
Q4 		$1.7M Sell
4,365
-117
-3% -$46.4K 0.52% 48
2022
Q3 		$1.74M Sell
4,482
-58
-1% -$25.1K 0.57% 45
2022
Q2 		$1.75M Buy
4,540
+1,607
+55% +$665K 0.55% 49
2022
Q1 		$1.41M Sell
2,933
-297
-9% -$152K 0.33% 73
2021
Q4 		$2.08M Buy
3,230
+31
+1% +$19.1K 0.49% 52
2021
Q3 		$1.73M Buy
3,199
+49
+2% +$26.4K 0.43% 56
2021
Q2 		$1.54M Buy
3,150
+410
+15% +$178K 0.37% 63
2021
Q1 		$1.05M Buy
2,740
+153
+6% +$58.9K 0.29% 79
2020
Q4 		$983K Sell
2,587
-27
-1% -$9.48K 0.31% 70
2020
Q3 		$853K Buy
2,614
+182
+7% +$56.9K 0.33% 60
2020
Q2 		$720K Buy
2,432
+30
+1% +$8.23K 0.31% 63
2020
Q1 		$552K Sell
2,402
-37
-2% -$10K 0.31% 65
2019
Q4 		$639K Buy
+2,439
New +$638K 0.28% 72

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
New York State Common Retirement Fund
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)
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

Independent Solutions Wealth Management's INTU Position: Q2 2026 in Review

Independent Solutions Wealth Management sold out of Intuit (INTU) in Q2 2026, closing a stake of 4,465 shares — an estimated $1.93M sold.

Independent Solutions Wealth Management first reported a position in INTU in Q4 2019 and held it in 26 quarters. The position peaked at $3.61M in Q2 2025. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Independent Solutions Wealth Management reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 4,465 Intuit shares in Q2 2026, an estimated $1.93M.
  • Independent Solutions Wealth Management first reported a position in Intuit in Q4 2019 and held it in 26 quarters.
  • Independent Solutions Wealth Management's Intuit position peaked at $3.61M in Q2 2025.
  • 625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.