Latko Wealth Management’s Intuit INTU Stock Holding History

Latko 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	-604	Closed	-$261K	–	38
2026 Q1	$261K	Buy	604 +2	+0.3%	+$954	0.13%	33
2025 Q4	$399K	Buy	602 +1	+0.2%	+$661	0.2%	27
2025 Q3	$411K	Sell	601 -41	-6%	-$29.6K	0.21%	26
2025 Q2	$506K	Buy	642 +1	+0.2%	+$677	0.28%	22
2025 Q1	$394K	Sell	641 -14	-2%	-$8.41K	0.26%	20
2024 Q4	$412K	Buy	655 +1	+0.2%	+$639	0.24%	23
2024 Q3	$406K	Buy	+654	New	+$417K	0.25%	24

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

Latko Wealth Management's INTU Position: Q2 2026 in Review

Latko Wealth Management sold out of Intuit (INTU) in Q2 2026, closing a stake of 604 shares — an estimated $261K sold.

Latko Wealth Management first reported a position in INTU in Q3 2024 and held it in 7 quarters. The position peaked at $506K in Q2 2025. 646 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Latko Wealth Management reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Latko Wealth Management sold 604 Intuit shares in Q2 2026, an estimated $261K.
Latko Wealth Management first reported a position in Intuit in Q3 2024 and held it in 7 quarters.
Latko Wealth Management's Intuit position peaked at $506K in Q2 2025.
646 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Latko Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.