J. Safra Asset Management’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$14.6K Buy
56
+32
+133% +$11.1K ﹤0.01% 361
2026
Q1
$10.4K Sell
24
-11
-31% -$5.25K ﹤0.01% 374
2025
Q4
$23.2K Buy
+35
New +$23.1K ﹤0.01% 314
2025
Q1
– Sell
-108
Closed -$68.1K – 368
2024
Q4
$68.1K Buy
108
+48
+80% +$30.7K 0.01% 179
2024
Q3
$37.1K Hold
60
– – ﹤0.01% 172
2024
Q2
$39.4K Buy
+60
New +$37.2K ﹤0.01% 156
2022
Q3
– Hold
0
– – – 60
2022
Q2
– Hold
0
– – – 63
2022
Q1
– Hold
0
– – – 66

Other funds holding INTU

J. Safra Asset Management's INTU Position: Q2 2026 in Review

J. Safra Asset Management increased its Intuit (INTU) stake by 133% in Q2 2026, buying an estimated $11.1K and bringing the position to 56 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

J. Safra Asset Management first reported a position in INTU in Q2 2024 and has held it in 6 quarters since. The position peaked at $68.1K in Q4 2024. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • J. Safra Asset Management held 56 shares of Intuit worth $14.6K as of Q2 2026.
  • J. Safra Asset Management bought 32 Intuit shares in Q2 2026, an estimated $11.1K.
  • Intuit made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #361 holding.
  • J. Safra Asset Management first reported a position in Intuit in Q2 2024 and has held it in 6 quarters since.
  • J. Safra Asset Management's Intuit position peaked at $68.1K in Q4 2024.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.