Powell Investment Advisors’s Intuit INTU Stock Holding History

Powell Investment 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	–	Sell	-551	Closed	-$238K	–	172
2026 Q1	$238K	Buy	551 +28	+5%	+$13.4K	0.08%	120
2025 Q4	$346K	Hold	523	–	–	0.12%	101
2025 Q3	$357K	Hold	523	–	–	0.12%	103
2025 Q2	$412K	Hold	523	–	–	0.15%	83
2025 Q1	$321K	Hold	523	–	–	0.16%	85
2024 Q4	$329K	Hold	523	–	–	0.15%	88
2024 Q3	$325K	Buy	523 +18	+4%	+$11.5K	0.15%	83
2024 Q2	$332K	Buy	505 +60	+13%	+$37.2K	0.17%	79
2024 Q1	$289K	Hold	445	–	–	0.15%	84
2023 Q4	$278K	Hold	445	–	–	0.15%	83
2023 Q3	$227K	Buy	+445	New	+$225K	0.14%	96

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Powell Investment Advisors's INTU Position: Q2 2026 in Review

Powell Investment Advisors sold out of Intuit (INTU) in Q2 2026, closing a stake of 551 shares — an estimated $238K sold.

Powell Investment Advisors first reported a position in INTU in Q3 2023 and held it in 11 quarters. The position peaked at $412K in Q2 2025. 634 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Powell Investment Advisors reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Powell Investment Advisors sold 551 Intuit shares in Q2 2026, an estimated $238K.
Powell Investment Advisors first reported a position in Intuit in Q3 2023 and held it in 11 quarters.
Powell Investment Advisors's Intuit position peaked at $412K in Q2 2025.
634 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.