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Institute for Wealth Management’s Intuit INTU Stock Holding History

Institute for 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 		$236K Sell
906
-354
-28% -$123K 0.02% 475
2026
Q1 		$545K Buy
1,260
+2
+0.2% +$954 0.06% 302
2025
Q4 		$833K Sell
1,258
-9
-0.7% -$5.95K 0.09% 223
2025
Q3 		$865K Sell
1,267
-206
-14% -$148K 0.09% 222
2025
Q2 		$1.16M Sell
1,473
-17
-1% -$11.5K 0.13% 166
2025
Q1 		$915K Sell
1,490
-2
-0.1% -$1.2K 0.12% 198
2024
Q4 		$938K Buy
1,492
+138
+10% +$88.2K 0.12% 185
2024
Q3 		$841K Buy
1,354
+282
+26% +$180K 0.11% 209
2024
Q2 		$705K Buy
1,072
+4
+0.4% +$2.48K 0.09% 222
2024
Q1 		$694K Sell
1,068
-21
-2% -$13.4K 0.09% 226
2023
Q4 		$681K Sell
1,089
-20
-2% -$11K 0.11% 216
2023
Q3 		$567K Sell
1,109
-10
-0.9% -$5.06K 0.1% 237
2023
Q2 		$513K Sell
1,119
-37
-3% -$16.2K 0.09% 260
2023
Q1 		$515K Buy
1,156
+19
+2% +$7.8K 0.1% 255
2022
Q4 		$442K Hold
1,137
– – 0.09% 282
2022
Q3 		$440K Buy
1,137
+1
+0.1% +$432 0.1% 262
2022
Q2 		$438K Hold
1,136
– – 0.09% 301
2022
Q1 		$546K Hold
1,136
– – 0.09% 277
2021
Q4 		$731K Hold
1,136
– – 0.12% 207
2021
Q3 		$613K Hold
1,136
– – 0.11% 231
2021
Q2 		$557K Hold
1,136
– – 0.1% 252
2021
Q1 		$435K Buy
1,136
+70
+7% +$27K 0.08% 290
2020
Q4 		$405K Hold
1,066
– – 0.08% 297
2020
Q3 		$348K Buy
1,066
+10
+0.9% +$3.13K 0.08% 292
2020
Q2 		$313K Buy
1,056
+9
+0.9% +$2.47K 0.08% 317
2020
Q1 		$241K Sell
1,047
-5
-0.5% -$1.35K 0.07% 326
2019
Q4 		$276K Buy
1,052
+5
+0.5% +$1.31K 0.06% 366
2019
Q3 		$278K Sell
1,047
-190
-15% -$52.3K 0.07% 338
2019
Q2 		$323K Sell
1,237
-17
-1% -$4.32K 0.07% 335
2019
Q1 		$328K Buy
+1,254
New +$290K 0.07% 317
2018
Q1 		– Sell
-1,306
Closed -$207K – 325
2017
Q4 		$207K Buy
+1,306
New +$199K 0.05% 356

Other funds holding INTU

Ninety One (UK)
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Institute for Wealth Management's INTU Position: Q2 2026 in Review

Institute for Wealth Management reduced its Intuit (INTU) stake by 28% in Q2 2026, selling an estimated $123K and leaving 906 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #475.

Institute for Wealth Management first reported a position in INTU in Q4 2017 and has held it in 31 quarters since. The position peaked at $1.16M in Q2 2025. 705 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Institute for Wealth Management held 906 shares of Intuit worth $236K as of Q2 2026.
  • Institute for Wealth Management sold 354 Intuit shares in Q2 2026, an estimated $123K.
  • Intuit made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #475 holding.
  • Institute for Wealth Management first reported a position in Intuit in Q4 2017 and has held it in 31 quarters since.
  • Institute for Wealth Management's Intuit position peaked at $1.16M in Q2 2025.
  • 705 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.