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Moss Adams Wealth Advisors’s Intuit INTU Stock Holding History

Moss Adams Wealth 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 		$647K Sell
2,480
-208
-8% -$72.5K 0.04% 128
2026
Q1 		$1.16M Sell
2,688
-68
-2% -$32.4K 0.09% 75
2025
Q4 		$1.83M Buy
2,756
+47
+2% +$31.1K 0.13% 51
2025
Q3 		$1.85M Buy
2,709
+14
+0.5% +$10.1K 0.14% 52
2025
Q2 		$2.12M Buy
2,695
+53
+2% +$35.9K 0.19% 47
2025
Q1 		$1.62M Buy
2,642
+186
+8% +$112K 0.17% 47
2024
Q4 		$1.54M Buy
2,456
+45
+2% +$28.8K 0.16% 42
2024
Q3 		$1.5M Buy
2,411
+81
+3% +$51.7K 0.16% 42
2024
Q2 		$1.53M Buy
2,330
+75
+3% +$46.5K 0.21% 40
2024
Q1 		$1.47M Buy
2,255
+175
+8% +$112K 0.24% 39
2023
Q4 		$1.3M Buy
2,080
+14
+0.7% +$7.72K 0.27% 30
2023
Q3 		$1.06M Sell
2,066
-1
-0% -$506 0.36% 25
2023
Q2 		$947K Buy
2,067
+52
+3% +$22.8K 0.31% 30
2023
Q1 		$898K Buy
2,015
+17
+0.9% +$6.98K 0.31% 28
2022
Q4 		$778K Buy
+1,998
New +$793K 0.39% 40

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

Moss Adams Wealth Advisors's INTU Position: Q2 2026 in Review

Moss Adams Wealth Advisors reduced its Intuit (INTU) stake by 7.7% in Q2 2026, selling an estimated $72.5K and leaving 2,480 shares worth $647K. The position accounts for 0.04% of the portfolio, ranked #128.

Moss Adams Wealth Advisors first reported a position in INTU in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.12M in Q2 2025. 572 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Moss Adams Wealth Advisors held 2,480 shares of Intuit worth $647K as of Q2 2026.
  • Moss Adams Wealth Advisors sold 208 Intuit shares in Q2 2026, an estimated $72.5K.
  • Intuit made up 0.04% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #128 holding.
  • Moss Adams Wealth Advisors first reported a position in Intuit in Q4 2022 and has held it in 15 quarters since.
  • Moss Adams Wealth Advisors's Intuit position peaked at $2.12M in Q2 2025.
  • 572 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.