Precedent Wealth Partners’s Intuit INTU Stock Holding History

Precedent Wealth Partners’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	$746K	Sell	2,858 -4	-0.1%	-$1.39K	0.12%	124
2026 Q1	$1.24M	Buy	2,862 +505	+21%	+$241K	0.25%	103
2025 Q4	$1.56M	Buy	2,357 +247	+12%	+$163K	0.33%	91
2025 Q3	$1.44M	Buy	2,110 +251	+14%	+$181K	0.32%	86
2025 Q2	$1.46M	Buy	1,859 +373	+25%	+$252K	0.36%	80
2025 Q1	$913K	Buy	1,486 +523	+54%	+$314K	0.25%	101
2024 Q4	$605K	Buy	963 +91	+10%	+$58.1K	0.2%	111
2024 Q3	$542K	Buy	872 +360	+70%	+$230K	0.18%	108
2024 Q2	$337K	Buy	+512	New	+$318K	0.14%	115

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

Precedent Wealth Partners's INTU Position: Q2 2026 in Review

Precedent Wealth Partners reduced its Intuit (INTU) stake by 0.14% in Q2 2026, selling an estimated $1.39K and leaving 2,858 shares worth $746K. The position accounts for 0.12% of the portfolio, ranked #124.

Precedent Wealth Partners first reported a position in INTU in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.56M in Q4 2025. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Precedent Wealth Partners held 2,858 shares of Intuit worth $746K as of Q2 2026.
Precedent Wealth Partners sold 4 Intuit shares in Q2 2026, an estimated $1.39K.
Intuit made up 0.12% of Precedent Wealth Partners's portfolio in Q2 2026, its #124 holding.
Precedent Wealth Partners first reported a position in Intuit in Q2 2024 and has held it in 9 quarters since.
Precedent Wealth Partners's Intuit position peaked at $1.56M in Q4 2025.
625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.