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Mission Wealth Management’s Intuit INTU Stock Holding History

Mission 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 		$2.34M Buy
8,949
+4,293
+92% +$1.5M 0.03% 278
2026
Q1 		$2.01M Buy
4,656
+235
+5% +$112K 0.04% 213
2025
Q4 		$2.93M Sell
4,421
-12
-0.3% -$7.93K 0.06% 174
2025
Q3 		$3.03M Sell
4,433
-4,140
-48% -$2.98M 0.06% 167
2025
Q2 		$6.75M Sell
8,573
-90
-1% -$60.9K 0.14% 91
2025
Q1 		$5.32M Sell
8,663
-3,454
-29% -$2.07M 0.13% 101
2024
Q4 		$7.62M Sell
12,117
-165
-1% -$105K 0.18% 75
2024
Q3 		$7.63M Buy
12,282
+3,238
+36% +$2.07M 0.18% 74
2024
Q2 		$5.94M Buy
9,044
+270
+3% +$167K 0.16% 82
2024
Q1 		$5.7M Buy
8,774
+5,107
+139% +$3.26M 0.15% 98
2023
Q4 		$2.29M Buy
3,667
+13
+0.4% +$7.17K 0.07% 132
2023
Q3 		$1.87M Sell
3,654
-96
-3% -$48.6K 0.07% 139
2023
Q2 		$1.72M Sell
3,750
-319
-8% -$140K 0.06% 148
2023
Q1 		$1.81M Sell
4,069
-123
-3% -$50.5K 0.08% 142
2022
Q4 		$1.63M Buy
4,192
+64
+2% +$25.4K 0.08% 138
2022
Q3 		$1.6M Buy
4,128
+403
+11% +$174K 0.08% 130
2022
Q2 		$1.44M Buy
3,725
+561
+18% +$232K 0.08% 142
2022
Q1 		$1.52M Buy
3,164
+15
+0.5% +$7.68K 0.07% 137
2021
Q4 		$2.03M Buy
3,149
+166
+6% +$102K 0.09% 113
2021
Q3 		$1.61M Buy
2,983
+1,848
+163% +$996K 0.08% 124
2021
Q2 		$556K Buy
1,135
+16
+1% +$6.94K 0.03% 264
2021
Q1 		$429K Sell
1,119
-20
-2% -$7.7K 0.02% 290
2020
Q4 		$432K Sell
1,139
-92
-7% -$32.3K 0.03% 269
2020
Q3 		$401K Sell
1,231
-23
-2% -$7.2K 0.03% 230
2020
Q2 		$371K Sell
1,254
-307
-20% -$84.2K 0.03% 217
2020
Q1 		$359K Buy
1,561
+121
+8% +$32.8K 0.04% 195
2019
Q4 		$377K Buy
1,440
+420
+41% +$110K 0.04% 212
2019
Q3 		$271K Sell
1,020
-56
-5% -$15.4K 0.03% 254
2019
Q2 		$281K Buy
1,076
+23
+2% +$5.84K 0.03% 246
2019
Q1 		$275K Buy
+1,053
New +$243K 0.03% 240

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
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
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

Mission Wealth Management's INTU Position: Q2 2026 in Review

Mission Wealth Management increased its Intuit (INTU) stake by 92% in Q2 2026, buying an estimated $1.5M and bringing the position to 8,949 shares worth $2.34M. The position accounts for 0.03% of the portfolio, ranked #278.

Mission Wealth Management first reported a position in INTU in Q1 2019 and has held it in 30 quarters since. The position peaked at $7.63M in Q3 2024. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Mission Wealth Management held 8,949 shares of Intuit worth $2.34M as of Q2 2026.
  • Mission Wealth Management bought 4,293 Intuit shares in Q2 2026, an estimated $1.5M.
  • Intuit made up 0.03% of Mission Wealth Management's portfolio in Q2 2026, its #278 holding.
  • Mission Wealth Management first reported a position in Intuit in Q1 2019 and has held it in 30 quarters since.
  • Mission Wealth Management's Intuit position peaked at $7.63M in Q3 2024.
  • 625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.