Prentice Wealth Management’s Intuit INTU Stock Holding History

Prentice Wealth Management’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	$229K	Buy	878 +2	+0.2%	+$697	0.05%	114
2026 Q1	$379K	Buy	876 +26	+3%	+$12.4K	0.09%	92
2025 Q4	$563K	Buy	850 +22	+3%	+$14.5K	0.13%	77
2025 Q3	$565K	Buy	828 +13	+2%	+$9.37K	0.14%	73
2025 Q2	$642K	Sell	815 -5	-0.6%	-$3.38K	0.17%	65
2025 Q1	$503K	Buy	820 +48	+6%	+$28.8K	0.15%	78
2024 Q4	$485K	Buy	772 +64	+9%	+$40.9K	0.14%	81
2024 Q3	$440K	Buy	708 +342	+93%	+$218K	0.13%	85
2024 Q2	$241K	Buy	366 +31	+9%	+$19.2K	0.08%	102
2024 Q1	$218K	Hold	335	–	–	0.08%	106
2023 Q4	$209K	Buy	+335	New	+$185K	0.08%	101
2022 Q1	–	Sell	-342	Closed	-$221K	–	102
2021 Q4	$221K	Hold	342	–	–	0.1%	97
2021 Q3	$185K	Sell	342 -1	-0.3%	-$539	0.09%	103
2021 Q2	$168K	Buy	343 +113	+49%	+$49K	0.09%	110
2021 Q1	$88K	Buy	+230	New	+$88.6K	0.05%	137

Other funds holding INTU

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 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Prentice Wealth Management's INTU Position: Q2 2026 in Review

Prentice Wealth Management increased its Intuit (INTU) stake by 0.23% in Q2 2026, buying an estimated $697 and bringing the position to 878 shares worth $229K. The position accounts for 0.05% of the portfolio, ranked #114.

Prentice Wealth Management first reported a position in INTU in Q1 2021 and has held it in 15 quarters since. The position peaked at $642K in Q2 2025. 665 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Prentice Wealth Management held 878 shares of Intuit worth $229K as of Q2 2026.
Prentice Wealth Management bought 2 Intuit shares in Q2 2026, an estimated $697.
Intuit made up 0.05% of Prentice Wealth Management's portfolio in Q2 2026, its #114 holding.
Prentice Wealth Management first reported a position in Intuit in Q1 2021 and has held it in 15 quarters since.
Prentice Wealth Management's Intuit position peaked at $642K in Q2 2025.
665 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Prentice Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.