LWA
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LifeGoal Wealth Advisors’s Intuit INTU Stock Holding History

LifeGoal 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 		$470K Buy
1,802
+12
+0.7% +$4.18K 0.22% 70
2026
Q1 		$762K Buy
+1,790
New +$854K 0.44% 38

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

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

LifeGoal Wealth Advisors increased its Intuit (INTU) stake by 0.67% in Q2 2026, buying an estimated $4.18K and bringing the position to 1,802 shares worth $470K. The position accounts for 0.22% of the portfolio, ranked #70.

LifeGoal Wealth Advisors first reported a position in INTU in Q1 2026 and has held it in 2 quarters since. The position peaked at $762K in Q1 2026. 705 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • LifeGoal Wealth Advisors held 1,802 shares of Intuit worth $470K as of Q2 2026.
  • LifeGoal Wealth Advisors bought 12 Intuit shares in Q2 2026, an estimated $4.18K.
  • Intuit made up 0.22% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #70 holding.
  • LifeGoal Wealth Advisors first reported a position in Intuit in Q1 2026 and has held it in 2 quarters since.
  • LifeGoal Wealth Advisors's Intuit position peaked at $762K in Q1 2026.
  • 705 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.