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Premier Path Wealth Partners’s Intuit INTU Stock Holding History

Premier Path 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 		$776K Sell
2,972
-227
-7% -$79.1K 0.09% 197
2026
Q1 		$1.38M Buy
3,199
+821
+35% +$392K 0.18% 128
2025
Q4 		$1.58M Buy
2,378
+114
+5% +$75.3K 0.2% 103
2025
Q3 		$1.55M Buy
2,264
+28
+1% +$20.2K 0.2% 110
2025
Q2 		$1.76M Buy
2,236
+202
+10% +$137K 0.25% 97
2025
Q1 		$1.25M Buy
2,034
+112
+6% +$67.3K 0.19% 129
2024
Q4 		$1.21M Sell
1,922
-59
-3% -$37.7K 0.18% 130
2024
Q3 		$1.23M Buy
1,981
+24
+1% +$15.3K 0.19% 131
2024
Q2 		$1.29M Buy
1,957
+38
+2% +$23.6K 0.22% 112
2024
Q1 		$1.25M Sell
1,919
-11
-0.6% -$7.02K 0.24% 109
2023
Q4 		$1.18M Buy
+1,930
New +$1.06M 0.26% 96

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
Mirae Asset Global Investments
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Premier Path Wealth Partners's INTU Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its Intuit (INTU) stake by 7.1% in Q2 2026, selling an estimated $79.1K and leaving 2,972 shares worth $776K. The position accounts for 0.09% of the portfolio, ranked #197.

Premier Path Wealth Partners first reported a position in INTU in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.76M in Q2 2025. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Premier Path Wealth Partners held 2,972 shares of Intuit worth $776K as of Q2 2026.
  • Premier Path Wealth Partners sold 227 Intuit shares in Q2 2026, an estimated $79.1K.
  • Intuit made up 0.09% of Premier Path Wealth Partners's portfolio in Q2 2026, its #197 holding.
  • Premier Path Wealth Partners first reported a position in Intuit in Q4 2023 and has held it in 11 quarters since.
  • Premier Path Wealth Partners's Intuit position peaked at $1.76M in Q2 2025.
  • 625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

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