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PFG Investments’s Intuit INTU Stock Holding History

PFG Investments’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 		$222K Sell
852
-46
-5% -$16K 0.01% 1124
2026
Q1 		$388K Sell
898
-17
-2% -$8.11K 0.02% 720
2025
Q4 		$606K Buy
915
+18
+2% +$11.9K 0.03% 497
2025
Q3 		$613K Buy
897
+5
+0.6% +$3.6K 0.03% 490
2025
Q2 		$702K Sell
892
-117
-12% -$79.2K 0.04% 405
2025
Q1 		$620K Sell
1,009
-235
-19% -$141K 0.04% 416
2024
Q4 		$782K Sell
1,244
-20
-2% -$12.8K 0.05% 353
2024
Q3 		$785K Sell
1,264
-294
-19% -$188K 0.05% 354
2024
Q2 		$1.02M Buy
1,558
+17
+1% +$10.5K 0.07% 260
2024
Q1 		$1M Buy
1,541
+624
+68% +$398K 0.06% 334
2023
Q4 		$573K Buy
917
+44
+5% +$24.3K 0.11% 216
2023
Q3 		$446K Sell
873
-15
-2% -$7.59K 0.08% 250
2023
Q2 		$407K Buy
888
+101
+13% +$44.2K 0.07% 294
2023
Q1 		$351K Buy
+787
New +$323K 0.07% 311

Other funds holding INTU

Ninety One (UK)
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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

PFG Investments's INTU Position: Q2 2026 in Review

PFG Investments reduced its Intuit (INTU) stake by 5.1% in Q2 2026, selling an estimated $16K and leaving 852 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #1124.

PFG Investments first reported a position in INTU in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.02M in Q2 2024. 665 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • PFG Investments held 852 shares of Intuit worth $222K as of Q2 2026.
  • PFG Investments sold 46 Intuit shares in Q2 2026, an estimated $16K.
  • Intuit made up 0.01% of PFG Investments's portfolio in Q2 2026, its #1124 holding.
  • PFG Investments first reported a position in Intuit in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's Intuit position peaked at $1.02M in Q2 2024.
  • 665 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.