Live Oak Private Wealth’s Intuit INTU Stock Holding History

Live Oak Private Wealth’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	-466	Closed	-$201K	–	214
2026 Q1	$201K	Hold	466	–	–	0.03%	197
2025 Q4	$309K	Buy	466 +7	+2%	+$4.63K	0.04%	160
2025 Q3	$313K	Sell	459 -6	-1%	-$4.33K	0.04%	153
2025 Q2	$366K	Buy	465 +20	+4%	+$13.5K	0.05%	142
2025 Q1	$273K	Hold	445	–	–	0.04%	156
2024 Q4	$280K	Buy	445 +10	+2%	+$6.39K	0.05%	151
2024 Q3	$270K	Hold	435	–	–	0.04%	153
2024 Q2	$286K	Sell	435 -19	-4%	-$11.8K	0.05%	139
2024 Q1	$295K	Hold	454	–	–	0.05%	138
2023 Q4	$284K	Hold	454	–	–	0.05%	137
2023 Q3	$232K	Hold	454	–	–	0.05%	137
2023 Q2	$208K	Hold	454	–	–	0.04%	152
2023 Q1	$202K	Buy	+454	New	+$186K	0.04%	153

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

Live Oak Private Wealth's INTU Position: Q2 2026 in Review

Live Oak Private Wealth sold out of Intuit (INTU) in Q2 2026, closing a stake of 466 shares — an estimated $201K sold.

Live Oak Private Wealth first reported a position in INTU in Q1 2023 and held it in 13 quarters. The position peaked at $366K in Q2 2025. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Live Oak Private Wealth reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Live Oak Private Wealth sold 466 Intuit shares in Q2 2026, an estimated $201K.
Live Oak Private Wealth first reported a position in Intuit in Q1 2023 and held it in 13 quarters.
Live Oak Private Wealth's Intuit position peaked at $366K in Q2 2025.
625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.