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LVW Advisors’s Intuit INTU Stock Holding History

LVW 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 		– Sell
-808
Closed -$349K – 480
2026
Q1 		$349K Sell
808
-300
-27% -$143K 0.03% 289
2025
Q4 		$734K Buy
1,108
+14
+1% +$9.25K 0.07% 128
2025
Q3 		$747K Buy
1,094
+66
+6% +$47.6K 0.08% 134
2025
Q2 		$810K Buy
1,028
+336
+49% +$227K 0.09% 131
2025
Q1 		$425K Buy
692
+249
+56% +$150K 0.05% 198
2024
Q4 		$278K Sell
443
-43
-9% -$27.5K 0.03% 261
2024
Q3 		$302K Buy
486
+92
+23% +$58.7K 0.04% 238
2024
Q2 		$259K Buy
394
+67
+20% +$41.6K 0.04% 252
2024
Q1 		$213K Buy
+327
New +$209K 0.04% 270

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LVW Advisors's INTU Position: Q2 2026 in Review

LVW Advisors sold out of Intuit (INTU) in Q2 2026, closing a stake of 808 shares — an estimated $349K sold.

LVW Advisors first reported a position in INTU in Q1 2024 and held it in 9 quarters. The position peaked at $810K in Q2 2025. 665 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • LVW Advisors reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • LVW Advisors sold 808 Intuit shares in Q2 2026, an estimated $349K.
  • LVW Advisors first reported a position in Intuit in Q1 2024 and held it in 9 quarters.
  • LVW Advisors's Intuit position peaked at $810K in Q2 2025.
  • 665 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.