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J.W. Cole Advisors’s Intuit INTU Stock Holding History

J.W. Cole 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 		$477K Buy
+1,827
New +$636K 0.01% 1036
2026
Q1 		– Sell
-5,348
Closed -$3.49M – 1108
2025
Q4 		$3.49M Sell
5,348
-443
-8% -$293K 0.08% 236
2025
Q3 		$3.95M Sell
5,791
-2,187
-27% -$1.58M 0.08% 256
2025
Q2 		$6.28M Buy
7,978
+3,195
+67% +$2.16M 0.13% 163
2025
Q1 		$2.94M Buy
4,783
+1,201
+34% +$721K 0.09% 228
2024
Q4 		$2.25M Buy
3,582
+351
+11% +$224K 0.09% 226
2024
Q3 		$2.01M Buy
3,231
+1,367
+73% +$873K 0.08% 245
2024
Q2 		$1.23M Buy
1,864
+765
+70% +$475K 0.06% 309
2024
Q1 		$708K Buy
1,099
+420
+62% +$268K 0.04% 429
2023
Q4 		$424K Buy
+679
New +$375K 0.02% 536
2022
Q1 		– Sell
-490
Closed -$315K – 839
2021
Q4 		$315K Buy
+490
New +$302K 0.02% 633
2020
Q4 		– Sell
-2,380
Closed -$777K – 756
2020
Q3 		$777K Buy
+2,380
New +$745K 0.06% 311

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
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

J.W. Cole Advisors's INTU Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Intuit (INTU) in Q2 2026: 1,827 shares worth $477K. The stake represents 0.01% of the portfolio and ranks #1036 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in INTU as recently as Q4 2025.

J.W. Cole Advisors first reported a position in INTU in Q3 2020 and has held it in 12 quarters since. The position peaked at $6.28M in Q2 2025. 464 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • J.W. Cole Advisors held 1,827 shares of Intuit worth $477K as of Q2 2026.
  • Intuit was a new J.W. Cole Advisors position in Q2 2026.
  • Intuit made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1036 holding.
  • J.W. Cole Advisors first reported a position in Intuit in Q3 2020 and has held it in 12 quarters since.
  • J.W. Cole Advisors's Intuit position peaked at $6.28M in Q2 2025.
  • 464 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.