ORG Wealth Partners’s Intuit INTU Stock Holding History

ORG 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	$38.1K	Buy	32,228 +32,048	+17,804%	+$11.2M	0.01%	395
2026 Q1	$77.8K	Sell	180 -223	-55%	-$106K	0.02%	300
2025 Q4	$267K	Buy	403 +143	+55%	+$94.5K	0.06%	170
2025 Q3	$178K	Buy	260 +248	+2,067%	+$179K	0.04%	214
2025 Q2	$9.41K	Sell	12 -1	-8%	-$677	﹤0.01%	500
2025 Q1	$7.98K	Hold	13	–	–	﹤0.01%	561
2024 Q4	$8.17K	Buy	13 +6	+86%	+$3.83K	﹤0.01%	386
2024 Q3	$4.35K	Buy	+7	New	+$4.47K	﹤0.01%	409

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

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) 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

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

ORG Wealth Partners increased its Intuit (INTU) stake by 17,804% in Q2 2026, buying an estimated $11.2M and bringing the position to 32,228 shares worth $38.1K. The position accounts for 0.01% of the portfolio, ranked #395.

ORG Wealth Partners first reported a position in INTU in Q3 2024 and has held it in 8 quarters since. The position peaked at $267K in Q4 2025. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

ORG Wealth Partners held 32,228 shares of Intuit worth $38.1K as of Q2 2026.
ORG Wealth Partners bought 32,048 Intuit shares in Q2 2026, an estimated $11.2M.
Intuit made up 0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #395 holding.
ORG Wealth Partners first reported a position in Intuit in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's Intuit position peaked at $267K in Q4 2025.
625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.