Private Wealth Management Group’s Intuit INTU Stock Holding History

Private Wealth Management 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	$23K	Sell	88 -36	-29%	-$12.5K	0.01%	347
2026 Q1	$53.6K	Sell	124 -17	-12%	-$8.11K	0.01%	184
2025 Q4	$93.4K	Hold	141	–	–	0.02%	132
2025 Q3	$96.3K	Hold	141	–	–	0.03%	126
2025 Q2	$111K	Buy	141 +3	+2%	+$2.03K	0.04%	111
2025 Q1	$84.7K	Buy	138 +1	+0.7%	+$601	0.03%	123
2024 Q4	$86.1K	Buy	137 +2	+1%	+$1.28K	0.03%	121
2024 Q3	$83.8K	Buy	135 +1	+0.7%	+$638	0.03%	119
2024 Q2	$88.1K	Buy	134 +3	+2%	+$1.86K	0.04%	112
2024 Q1	$85.2K	Hold	131	–	–	0.04%	108
2023 Q4	$81.9K	Buy	+131	New	+$72.3K	0.04%	111

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

Private Wealth Management Group's INTU Position: Q2 2026 in Review

Private Wealth Management Group reduced its Intuit (INTU) stake by 29% in Q2 2026, selling an estimated $12.5K and leaving 88 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #347.

Private Wealth Management Group first reported a position in INTU in Q4 2023 and has held it in 11 quarters since. The position peaked at $111K in Q2 2025. 621 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Private Wealth Management Group held 88 shares of Intuit worth $23K as of Q2 2026.
Private Wealth Management Group sold 36 Intuit shares in Q2 2026, an estimated $12.5K.
Intuit made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #347 holding.
Private Wealth Management Group first reported a position in Intuit in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Intuit position peaked at $111K in Q2 2025.
621 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.