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Prospera Financial Services’s Intuit INTU Stock Holding History

Prospera Financial Services’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 		$837K Sell
3,207
-2,044
-39% -$712K 0.01% 846
2026
Q1 		$2.27M Buy
5,251
+669
+15% +$319K 0.04% 467
2025
Q4 		$3.04M Buy
4,582
+288
+7% +$190K 0.05% 368
2025
Q3 		$2.93M Buy
4,294
+683
+19% +$492K 0.05% 379
2025
Q2 		$2.84M Buy
3,611
+1,790
+98% +$1.21M 0.05% 363
2025
Q1 		$1.12M Buy
1,821
+723
+66% +$434K 0.03% 534
2024
Q4 		$690K Buy
1,098
+90
+9% +$57.5K 0.02% 647
2024
Q3 		$626K Buy
1,008
+18
+2% +$11.5K 0.02% 641
2024
Q2 		$651K Sell
990
-103
-9% -$63.9K 0.02% 617
2024
Q1 		$711K Buy
1,093
+256
+31% +$163K 0.02% 591
2023
Q4 		$523K Buy
837
+17
+2% +$9.38K 0.02% 648
2023
Q3 		$419K Buy
820
+129
+19% +$65.3K 0.02% 674
2023
Q2 		$317K Buy
691
+35
+5% +$15.3K 0.01% 776
2023
Q1 		$293K Sell
656
-1
-0.2% -$411 0.01% 791
2022
Q4 		$256K Buy
657
+31
+5% +$12.3K 0.01% 762
2022
Q3 		$242K Buy
626
+119
+23% +$51.4K 0.01% 720
2022
Q2 		$196K Sell
507
-1,112
-69% -$460K 0.01% 743
2022
Q1 		$779K Sell
1,619
-1,414
-47% -$724K 0.03% 483
2021
Q4 		$1.95M Sell
3,033
-363
-11% -$224K 0.08% 268
2021
Q3 		$1.83M Buy
3,396
+2,790
+460% +$1.5M 0.09% 257
2021
Q2 		$297K Sell
606
-473
-44% -$205K 0.01% 659
2021
Q1 		$413K Buy
1,079
+396
+58% +$152K 0.02% 543
2020
Q4 		$260K Buy
683
+433
+173% +$152K 0.02% 574
2020
Q3 		$82K Buy
+250
New +$78.2K 0.03% 466

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

Prospera Financial Services's INTU Position: Q2 2026 in Review

Prospera Financial Services reduced its Intuit (INTU) stake by 39% in Q2 2026, selling an estimated $712K and leaving 3,207 shares worth $837K. The position accounts for 0.01% of the portfolio, ranked #846.

Prospera Financial Services first reported a position in INTU in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.04M in Q4 2025. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Prospera Financial Services held 3,207 shares of Intuit worth $837K as of Q2 2026.
  • Prospera Financial Services sold 2,044 Intuit shares in Q2 2026, an estimated $712K.
  • Intuit made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #846 holding.
  • Prospera Financial Services first reported a position in Intuit in Q3 2020 and has held it in 24 quarters since.
  • Prospera Financial Services's Intuit position peaked at $3.04M in Q4 2025.
  • 625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.