Physician Wealth Advisors’s Intuit INTU Stock Holding History

Physician 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	$89.7K	Buy	344 +53	+18%	+$18.5K	0.01%	328
2026 Q1	$126K	Sell	291 -45	-13%	-$21.5K	0.02%	244
2025 Q4	$223K	Buy	336 +31	+10%	+$20.5K	0.03%	185
2025 Q3	$208K	Sell	305 -1	-0.3%	-$721	0.03%	191
2025 Q2	$241K	Buy	306 +2	+0.7%	+$1.35K	0.04%	158
2025 Q1	$187K	Sell	304 -19	-6%	-$11.4K	0.03%	191
2024 Q4	$203K	Buy	+323	New	+$206K	0.03%	180
2024 Q3	–	Sell	-318	Closed	-$212K	–	188
2024 Q2	$212K	Buy	+318	New	+$197K	0.04%	173

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

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

Physician Wealth Advisors increased its Intuit (INTU) stake by 18% in Q2 2026, buying an estimated $18.5K and bringing the position to 344 shares worth $89.7K. The position accounts for 0.01% of the portfolio, ranked #328.

Physician Wealth Advisors first reported a position in INTU in Q2 2024 and has held it in 8 quarters since. The position peaked at $241K in Q2 2025. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Physician Wealth Advisors held 344 shares of Intuit worth $89.7K as of Q2 2026.
Physician Wealth Advisors bought 53 Intuit shares in Q2 2026, an estimated $18.5K.
Intuit made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #328 holding.
Physician Wealth Advisors first reported a position in Intuit in Q2 2024 and has held it in 8 quarters since.
Physician Wealth Advisors's Intuit position peaked at $241K in Q2 2025.
625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

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