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Obermeyer Wealth Partners’s Intuit INTU Stock Holding History

Obermeyer Wealth Partners’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
-648
Closed -$280K – 311
2026
Q1 		$280K Sell
648
-11
-2% -$5.25K 0.01% 253
2025
Q4 		$437K Sell
659
-88
-12% -$58.2K 0.02% 189
2025
Q3 		$510K Buy
747
+23
+3% +$16.6K 0.02% 166
2025
Q2 		$570K Buy
724
+17
+2% +$11.5K 0.03% 147
2025
Q1 		$434K Sell
707
-2
-0.3% -$1.2K 0.02% 163
2024
Q4 		$446K Hold
709
– – 0.02% 165
2024
Q3 		$440K Hold
709
– – 0.02% 166
2024
Q2 		$466K Buy
709
+207
+41% +$128K 0.03% 151
2024
Q1 		$326K Buy
502
+2
+0.4% +$1.28K 0.02% 187
2023
Q4 		$313K Hold
500
– – 0.02% 167
2023
Q3 		$255K Hold
500
– – 0.02% 176
2023
Q2 		$229K Hold
500
– – 0.02% 192
2023
Q1 		$223K Buy
+500
New +$205K 0.02% 197
2022
Q2 		– Sell
-500
Closed -$240K – 224
2022
Q1 		$240K Hold
500
– – 0.01% 201
2021
Q4 		$322K Hold
500
– – 0.02% 168
2021
Q3 		$270K Hold
500
– – 0.01% 177
2021
Q2 		$245K Buy
+500
New +$217K 0.01% 186
2014
Q1 		– Sell
-173,596
Closed -$13.2M – 65
2013
Q4 		$13.2M Sell
173,596
-1,505
-0.9% -$108K 3.38% 10
2013
Q3 		$11.6M Sell
175,101
-1,596
-0.9% -$103K 3.26% 11
2013
Q2 		$10.8M Buy
+176,697
New +$10.7M 2.99% 14

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

Obermeyer Wealth Partners's INTU Position: Q2 2026 in Review

Obermeyer Wealth Partners sold out of Intuit (INTU) in Q2 2026, closing a stake of 648 shares — an estimated $280K sold.

Obermeyer Wealth Partners first reported a position in INTU in Q2 2013 and held it in 20 quarters. The position peaked at $13.2M in Q4 2013. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Obermeyer Wealth Partners reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 648 Intuit shares in Q2 2026, an estimated $280K.
  • Obermeyer Wealth Partners first reported a position in Intuit in Q2 2013 and held it in 20 quarters.
  • Obermeyer Wealth Partners's Intuit position peaked at $13.2M in Q4 2013.
  • 625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.