Marks Group Wealth Management’s Intuit INTU Stock Holding History

Marks Group 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	$1.3M	Sell	4,969 -6,971	-58%	-$2.43M	0.11%	175
2026 Q1	$5.16M	Buy	11,940 +386	+3%	+$184K	0.5%	79
2025 Q4	$7.65M	Sell	11,554 -626	-5%	-$414K	0.73%	41
2025 Q3	$8.32M	Sell	12,180 -309	-2%	-$223K	0.77%	51
2025 Q2	$9.84M	Sell	12,489 -1,550	-11%	-$1.05M	0.91%	22
2025 Q1	$8.62M	Buy	+14,039	New	+$8.43M	0.83%	43
2022 Q3	–	Sell	-1,635	Closed	-$630K	–	289
2022 Q2	$630K	Buy	1,635 +117	+8%	+$48.4K	0.09%	195
2022 Q1	$730K	Buy	1,518 +218	+17%	+$112K	0.09%	196
2021 Q4	$866K	Buy	+1,300	New	+$802K	0.11%	188

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

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

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Marks Group Wealth Management's INTU Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Intuit (INTU) stake by 58% in Q2 2026, selling an estimated $2.43M and leaving 4,969 shares worth $1.3M. The position accounts for 0.11% of the portfolio, ranked #175.

Marks Group Wealth Management first reported a position in INTU in Q4 2021 and has held it in 9 quarters since. The position peaked at $9.84M in Q2 2025. 572 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Marks Group Wealth Management held 4,969 shares of Intuit worth $1.3M as of Q2 2026.
Marks Group Wealth Management sold 6,971 Intuit shares in Q2 2026, an estimated $2.43M.
Intuit made up 0.11% of Marks Group Wealth Management's portfolio in Q2 2026, its #175 holding.
Marks Group Wealth Management first reported a position in Intuit in Q4 2021 and has held it in 9 quarters since.
Marks Group Wealth Management's Intuit position peaked at $9.84M in Q2 2025.
572 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

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