Lionshead Wealth Management’s Intuit INTU Stock Holding History

Lionshead 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	-502	Closed	-$217K	–	116
2026 Q1	$217K	Sell	502 -16	-3%	-$7.63K	0.16%	101
2025 Q4	$343K	Buy	518 +8	+2%	+$5.29K	0.26%	76
2025 Q3	$348K	Buy	510 +11	+2%	+$7.93K	0.28%	74
2025 Q2	$393K	Buy	499 +5	+1%	+$3.38K	0.36%	65
2025 Q1	$303K	Sell	494 -58	-11%	-$34.8K	0.32%	68
2024 Q4	$347K	Buy	+552	New	+$353K	0.25%	79

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

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

Lionshead Wealth Management sold out of Intuit (INTU) in Q2 2026, closing a stake of 502 shares — an estimated $217K sold.

Lionshead Wealth Management first reported a position in INTU in Q4 2024 and held it in 6 quarters. The position peaked at $393K in Q2 2025. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Lionshead Wealth Management reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Lionshead Wealth Management sold 502 Intuit shares in Q2 2026, an estimated $217K.
Lionshead Wealth Management first reported a position in Intuit in Q4 2024 and held it in 6 quarters.
Lionshead Wealth Management's Intuit position peaked at $393K in Q2 2025.
625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Lionshead Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.