Morton Brown Family Wealth’s Intuit INTU Stock Holding History

Morton Brown Family Wealth’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	$522	Buy	+2	New	+$697	﹤0.01%	368
2025 Q3	–	Sell	-8	Closed	-$6.3K	–	295
2025 Q2	$6.3K	Hold	8	–	–	﹤0.01%	221
2025 Q1	$4.91K	Buy	+8	New	+$4.8K	﹤0.01%	236
2022 Q3	–	Sell	-1	Closed	–	–	273
2022 Q2	$0	Buy	+1	New	+$414	﹤0.01%	286

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

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Morton Brown Family Wealth's INTU Position: Q2 2026 in Review

Morton Brown Family Wealth opened a new position in Intuit (INTU) in Q2 2026: 2 shares worth $522. The stake represents ﹤0.01% of the portfolio and ranks #368 among its holdings. This is a return to the name: Morton Brown Family Wealth previously reported a position in INTU as recently as Q2 2025.

Morton Brown Family Wealth first reported a position in INTU in Q2 2022 and has held it in 4 quarters since. The position peaked at $6.3K in Q2 2025. 407 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Morton Brown Family Wealth held 2 shares of Intuit worth $522 as of Q2 2026.
Intuit was a new Morton Brown Family Wealth position in Q2 2026.
Intuit made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #368 holding.
Morton Brown Family Wealth first reported a position in Intuit in Q2 2022 and has held it in 4 quarters since.
Morton Brown Family Wealth's Intuit position peaked at $6.3K in Q2 2025.
407 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.