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Portside Wealth Group’s Intuit INTU Stock Holding History

Portside Wealth Group’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 		$259K Buy
994
+250
+34% +$87.1K 0.03% 435
2026
Q1 		$322K Sell
744
-1,996
-73% -$952K 0.04% 354
2025
Q4 		$1.82M Sell
2,740
-350
-11% -$231K 0.24% 94
2025
Q3 		$2.11M Buy
3,090
+2,289
+286% +$1.65M 0.29% 77
2025
Q2 		$631K Buy
801
+90
+13% +$60.9K 0.09% 209
2025
Q1 		$437K Buy
711
+83
+13% +$49.8K 0.07% 244
2024
Q4 		$395K Buy
628
+70
+13% +$44.7K 0.07% 266
2024
Q3 		$347K Buy
558
+60
+12% +$38.3K 0.06% 281
2024
Q2 		$327K Buy
498
+28
+6% +$17.4K 0.06% 259
2024
Q1 		$306K Sell
470
-56
-11% -$35.7K 0.06% 273
2023
Q4 		$329K Buy
526
+32
+6% +$17.7K 0.06% 254
2023
Q3 		$255K Buy
494
+38
+8% +$19.2K 0.05% 273
2023
Q2 		$209K Buy
+456
New +$200K 0.04% 320

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

Portside Wealth Group's INTU Position: Q2 2026 in Review

Portside Wealth Group increased its Intuit (INTU) stake by 34% in Q2 2026, buying an estimated $87.1K and bringing the position to 994 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #435.

Portside Wealth Group first reported a position in INTU in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.11M in Q3 2025. 653 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Portside Wealth Group held 994 shares of Intuit worth $259K as of Q2 2026.
  • Portside Wealth Group bought 250 Intuit shares in Q2 2026, an estimated $87.1K.
  • Intuit made up 0.03% of Portside Wealth Group's portfolio in Q2 2026, its #435 holding.
  • Portside Wealth Group first reported a position in Intuit in Q2 2023 and has held it in 13 quarters since.
  • Portside Wealth Group's Intuit position peaked at $2.11M in Q3 2025.
  • 653 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.