MFG
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Merit Financial Group’s Intuit INTU Stock Holding History

Merit Financial Group’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 		$3.15M Buy
12,072
+864
+8% +$301K 0.02% 571
2026
Q1 		$4.85M Buy
11,208
+1,462
+15% +$697K 0.04% 395
2025
Q4 		$6.46M Sell
9,746
-880
-8% -$582K 0.05% 293
2025
Q3 		$7.26M Buy
10,626
+1,907
+22% +$1.37M 0.07% 223
2025
Q2 		$6.87M Buy
8,719
+3,157
+57% +$2.14M 0.08% 201
2025
Q1 		$3.41M Buy
5,562
+1,563
+39% +$939K 0.05% 287
2024
Q4 		$2.51M Buy
3,999
+1,400
+54% +$895K 0.05% 311
2024
Q3 		$1.61M Sell
2,599
-1,004
-28% -$641K 0.04% 309
2024
Q2 		$2.37M Buy
3,603
+412
+13% +$256K 0.05% 249
2024
Q1 		$2.01M Buy
3,191
+2,310
+262% +$1.47M 0.05% 263
2023
Q4 		$551K Sell
881
-2,411
-73% -$1.33M 0.02% 462
2023
Q3 		$1.68M Buy
3,292
+181
+6% +$91.6K 0.06% 249
2023
Q2 		$1.43M Buy
3,111
+91
+3% +$39.9K 0.05% 275
2023
Q1 		$1.35M Buy
3,020
+167
+6% +$68.6K 0.05% 249
2022
Q4 		$1.11M Buy
2,853
+1,369
+92% +$543K 0.04% 281
2022
Q3 		$575K Sell
1,484
-2,215
-60% -$957K 0.03% 331
2022
Q2 		$1.43M Buy
3,699
+3,162
+589% +$1.31M 0.04% 207
2022
Q1 		$258K Buy
537
+15
+3% +$7.68K 0.02% 321
2021
Q4 		$336K Hold
522
– – 0.03% 207
2021
Q3 		$282K Hold
522
– – 0.03% 218
2021
Q2 		$256K Buy
+522
New +$226K 0.02% 228

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
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
Mirae Asset Global Investments
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
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

Merit Financial Group's INTU Position: Q2 2026 in Review

Merit Financial Group increased its Intuit (INTU) stake by 7.7% in Q2 2026, buying an estimated $301K and bringing the position to 12,072 shares worth $3.15M. The position accounts for 0.02% of the portfolio, ranked #571.

Merit Financial Group first reported a position in INTU in Q2 2021 and has held it in 21 quarters since. The position peaked at $7.26M in Q3 2025. 572 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Merit Financial Group held 12,072 shares of Intuit worth $3.15M as of Q2 2026.
  • Merit Financial Group bought 864 Intuit shares in Q2 2026, an estimated $301K.
  • Intuit made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #571 holding.
  • Merit Financial Group first reported a position in Intuit in Q2 2021 and has held it in 21 quarters since.
  • Merit Financial Group's Intuit position peaked at $7.26M in Q3 2025.
  • 572 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.