Parcion Private Wealth’s Intuit INTU Stock Holding History

Parcion Private Wealth’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	$282K	Sell	1,082 -51	-5%	-$17.8K	0.02%	403
2026 Q1	$490K	Buy	1,133 +218	+24%	+$104K	0.03%	237
2025 Q4	$606K	Sell	915 -73	-7%	-$48.2K	0.04%	206
2025 Q3	$675K	Buy	988 +214	+28%	+$154K	0.04%	168
2025 Q2	$610K	Buy	774 +89	+13%	+$60.2K	0.04%	157
2025 Q1	$421K	Buy	685 +65	+10%	+$39K	0.03%	183
2024 Q4	$390K	Hold	620	–	–	0.03%	173
2024 Q3	$385K	Buy	+620	New	+$396K	0.03%	178
2020 Q4	–	Sell	-1,633	Closed	-$526K	–	189
2020 Q3	$526K	Hold	1,633	–	–	0.08%	123
2020 Q2	$506K	Hold	1,633	–	–	0.09%	125
2020 Q1	$376K	Sell	1,633 -40	-2%	-$10.8K	0.1%	119
2019 Q4	$438K	Buy	+1,673	New	+$437K	0.1%	121

Other funds holding INTU

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Parcion Private Wealth's INTU Position: Q2 2026 in Review

Parcion Private Wealth reduced its Intuit (INTU) stake by 4.5% in Q2 2026, selling an estimated $17.8K and leaving 1,082 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #403.

Parcion Private Wealth first reported a position in INTU in Q4 2019 and has held it in 12 quarters since. The position peaked at $675K in Q3 2025. 653 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Parcion Private Wealth held 1,082 shares of Intuit worth $282K as of Q2 2026.
Parcion Private Wealth sold 51 Intuit shares in Q2 2026, an estimated $17.8K.
Intuit made up 0.02% of Parcion Private Wealth's portfolio in Q2 2026, its #403 holding.
Parcion Private Wealth first reported a position in Intuit in Q4 2019 and has held it in 12 quarters since.
Parcion Private Wealth's Intuit position peaked at $675K in Q3 2025.
653 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

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