LifeSteps Financial’s Intuit INTU Stock Holding History

LifeSteps Financial’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	$121K	Sell	465 -1	-0.2%	-$348	0.06%	135
2026 Q1	$201K	Sell	466 -1	-0.2%	-$477	0.13%	95
2025 Q4	$309K	Hold	467	–	–	0.2%	72
2025 Q3	$319K	Buy	467 +13	+3%	+$9.37K	0.2%	73
2025 Q2	$358K	Hold	454	–	–	0.25%	63
2025 Q1	$279K	Hold	454	–	–	0.23%	69
2024 Q4	$285K	Hold	454	–	–	0.22%	66
2024 Q3	$282K	Hold	454	–	–	0.22%	70
2024 Q2	$298K	Hold	454	–	–	0.25%	61
2024 Q1	$295K	Hold	454	–	–	0.22%	64
2023 Q4	$284K	Hold	454	–	–	0.25%	63
2023 Q3	$232K	Hold	454	–	–	0.24%	65
2023 Q2	$208K	Hold	454	–	–	0.21%	68
2023 Q1	$202K	Buy	+454	New	+$186K	0.21%	63
2022 Q4	–	Sell	-554	Closed	-$215K	–	76
2022 Q3	$215K	Hold	554	–	–	0.24%	71
2022 Q2	$214K	Hold	554	–	–	0.22%	72
2022 Q1	$266K	Hold	554	–	–	0.2%	71
2021 Q4	$356K	Sell	554 -21	-4%	-$13K	0.25%	57
2021 Q3	$310K	Hold	575	–	–	0.24%	61
2021 Q2	$282K	Buy	575 +21	+4%	+$9.11K	0.22%	73
2021 Q1	$212K	Hold	554	–	–	0.18%	82
2020 Q4	$210K	Buy	+554	New	+$195K	0.19%	82

Other funds holding INTU

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LifeSteps Financial's INTU Position: Q2 2026 in Review

LifeSteps Financial reduced its Intuit (INTU) stake by 0.21% in Q2 2026, selling an estimated $348 and leaving 465 shares worth $121K. The position accounts for 0.06% of the portfolio, ranked #135.

LifeSteps Financial first reported a position in INTU in Q4 2020 and has held it in 22 quarters since. The position peaked at $358K in Q2 2025. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

LifeSteps Financial held 465 shares of Intuit worth $121K as of Q2 2026.
LifeSteps Financial sold 1 Intuit share in Q2 2026, an estimated $348.
Intuit made up 0.06% of LifeSteps Financial's portfolio in Q2 2026, its #135 holding.
LifeSteps Financial first reported a position in Intuit in Q4 2020 and has held it in 22 quarters since.
LifeSteps Financial's Intuit position peaked at $358K in Q2 2025.
625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.