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Opal Wealth Advisors’s Intuit INTU Stock Holding History

Opal 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 		– Sell
-536
Closed -$232K – 397
2026
Q1 		$232K Buy
536
+17
+3% +$8.11K 0.05% 186
2025
Q4 		$344K Sell
519
-24
-4% -$15.9K 0.09% 139
2025
Q3 		$371K Buy
543
+40
+8% +$28.8K 0.1% 122
2025
Q2 		$396K Buy
503
+39
+8% +$26.4K 0.11% 98
2025
Q1 		$285K Buy
464
+14
+3% +$8.41K 0.09% 126
2024
Q4 		$283K Buy
450
+35
+8% +$22.4K 0.08% 135
2024
Q3 		$258K Buy
415
+8
+2% +$5.11K 0.08% 149
2024
Q2 		$267K Buy
407
+35
+9% +$21.7K 0.09% 135
2024
Q1 		$242K Buy
372
+34
+10% +$21.7K 0.08% 151
2023
Q4 		$211K Buy
+338
New +$186K 0.08% 164

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Opal Wealth Advisors's INTU Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Intuit (INTU) in Q2 2026, closing a stake of 536 shares — an estimated $232K sold.

Opal Wealth Advisors first reported a position in INTU in Q4 2023 and held it in 10 quarters. The position peaked at $396K in Q2 2025. 636 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 536 Intuit shares in Q2 2026, an estimated $232K.
  • Opal Wealth Advisors first reported a position in Intuit in Q4 2023 and held it in 10 quarters.
  • Opal Wealth Advisors's Intuit position peaked at $396K in Q2 2025.
  • 636 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

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