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National Wealth Management Group’s Intuit INTU Stock Holding History

National Wealth Management 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 		– Sell
-565
Closed -$244K – 234
2026
Q1 		$244K Buy
565
+18
+3% +$8.59K 0.09% 186
2025
Q4 		$362K Buy
+547
New +$361K 0.13% 162
2023
Q2 		– Sell
-1,113
Closed -$476K – 152
2023
Q1 		$476K Buy
+1,113
New +$457K 0.54% 48

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
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
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return

National Wealth Management Group's INTU Position: Q2 2026 in Review

National Wealth Management Group sold out of Intuit (INTU) in Q2 2026, closing a stake of 565 shares — an estimated $244K sold.

National Wealth Management Group first reported a position in INTU in Q1 2023 and held it in 3 quarters. The position peaked at $476K in Q1 2023. 361 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • National Wealth Management Group reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • National Wealth Management Group sold 565 Intuit shares in Q2 2026, an estimated $244K.
  • National Wealth Management Group first reported a position in Intuit in Q1 2023 and held it in 3 quarters.
  • National Wealth Management Group's Intuit position peaked at $476K in Q1 2023.
  • 361 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.