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Prota Financial’s Intuit INTU Stock Holding History

Prota Financial’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 		$557K Buy
2,087
+656
+46% +$229K 0.37% 48
2026
Q1 		$619K Buy
1,431
+687
+92% +$328K 0.45% 34
2025
Q4 		$493K Buy
+744
New +$492K 0.36% 42

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
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
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Prota Financial's INTU Position: Q2 2026 in Review

Prota Financial increased its Intuit (INTU) stake by 46% in Q2 2026, buying an estimated $229K and bringing the position to 2,087 shares worth $557K. The position accounts for 0.37% of the portfolio, ranked #48.

Prota Financial first reported a position in INTU in Q4 2025 and has held it in 3 quarters since. The position peaked at $619K in Q1 2026. 407 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Prota Financial held 2,087 shares of Intuit worth $557K as of Q2 2026.
  • Prota Financial bought 656 Intuit shares in Q2 2026, an estimated $229K.
  • Intuit made up 0.37% of Prota Financial's portfolio in Q2 2026, its #48 holding.
  • Prota Financial first reported a position in Intuit in Q4 2025 and has held it in 3 quarters since.
  • Prota Financial's Intuit position peaked at $619K in Q1 2026.
  • 407 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Prota Financial's 13F filing for Q2 2026, filed 7 Jul 2026.