Matrix Asset Advisors’s Intuit INTU Stock Holding History

Matrix Asset 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	$2.81M	Buy	10,770 +7,077	+192%	+$2.47M	0.23%	54
2026 Q1	$1.6M	Buy	3,693 +3,243	+721%	+$1.55M	0.15%	56
2025 Q4	$298K	Sell	450 -1	-0.2%	-$661	0.03%	93
2025 Q3	$308K	Buy	451 +1	+0.2%	+$721	0.03%	93
2025 Q2	$354K	Hold	450	–	–	0.04%	78
2025 Q1	$276K	Sell	450 -250	-36%	-$150K	0.03%	85
2024 Q4	$440K	Buy	700 +250	+56%	+$160K	0.05%	76
2024 Q3	$279K	Hold	450	–	–	0.03%	86
2024 Q2	$296K	Hold	450	–	–	0.04%	79
2024 Q1	$293K	Hold	450	–	–	0.04%	78
2023 Q4	$281K	Hold	450	–	–	0.04%	81
2023 Q3	$230K	Hold	450	–	–	0.03%	83
2023 Q2	$206K	Hold	450	–	–	0.03%	92
2023 Q1	$201K	Buy	+450	New	+$185K	0.03%	88

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

Matrix Asset Advisors's INTU Position: Q2 2026 in Review

Matrix Asset Advisors increased its Intuit (INTU) stake by 192% in Q2 2026, buying an estimated $2.47M and bringing the position to 10,770 shares worth $2.81M. The position accounts for 0.23% of the portfolio, ranked #54.

Matrix Asset Advisors first reported a position in INTU in Q1 2023 and has held it in 14 quarters since. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Matrix Asset Advisors held 10,770 shares of Intuit worth $2.81M as of Q2 2026.
Matrix Asset Advisors bought 7,077 Intuit shares in Q2 2026, an estimated $2.47M.
Intuit made up 0.23% of Matrix Asset Advisors's portfolio in Q2 2026, its #54 holding.
Matrix Asset Advisors first reported a position in Intuit in Q1 2023 and has held it in 14 quarters since.
625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

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