Kingswood Wealth Advisors’s Intuit INTU Stock Holding History

Kingswood Wealth 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	–	Sell	-607	Closed	-$263K	–	1027
2026 Q1	$263K	Sell	607 -108	-15%	-$51.5K	0.01%	768
2025 Q4	$474K	Buy	715 +172	+32%	+$114K	0.02%	538
2025 Q3	$371K	Sell	543 -12	-2%	-$8.65K	0.02%	559
2025 Q2	$437K	Sell	555 -66	-11%	-$44.7K	0.03%	452
2025 Q1	$381K	Sell	621 -18	-3%	-$10.8K	0.03%	468
2024 Q4	$402K	Sell	639 -4,601	-88%	-$2.94M	0.03%	511
2024 Q3	$3.25M	Buy	5,240 +61	+1%	+$38.9K	0.23%	103
2024 Q2	$3.4M	Buy	5,179 +141	+3%	+$87.5K	0.31%	71
2024 Q1	$3.27M	Hold	5,038	–	–	0.38%	53
2023 Q4	$3.15M	Sell	5,038 -729	-13%	-$402K	0.36%	60
2023 Q3	$2.95M	Buy	+5,767	New	+$2.92M	0.5%	47

Other funds holding INTU

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Kingswood Wealth Advisors's INTU Position: Q2 2026 in Review

Kingswood Wealth Advisors sold out of Intuit (INTU) in Q2 2026, closing a stake of 607 shares — an estimated $263K sold.

Kingswood Wealth Advisors first reported a position in INTU in Q3 2023 and held it in 11 quarters. The position peaked at $3.4M in Q2 2024. 644 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Kingswood Wealth Advisors reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Kingswood Wealth Advisors sold 607 Intuit shares in Q2 2026, an estimated $263K.
Kingswood Wealth Advisors first reported a position in Intuit in Q3 2023 and held it in 11 quarters.
Kingswood Wealth Advisors's Intuit position peaked at $3.4M in Q2 2024.
644 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.