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Provenance Wealth Advisors’s Intuit INTU Stock Holding History

Provenance Wealth Advisors’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 		$4.18K Sell
16
-54
-77% -$18.8K ﹤0.01% 398
2026
Q1 		$30.3K Sell
70
-73
-51% -$34.8K ﹤0.01% 241
2025
Q4 		$94.7K Hold
143
– – 0.01% 154
2025
Q3 		$97.7K Hold
143
– – 0.01% 165
2025
Q2 		$113K Buy
143
+97
+211% +$65.6K 0.02% 156
2025
Q1 		$28.2K Hold
46
– – ﹤0.01% 257
2024
Q4 		$28.9K Hold
46
– – ﹤0.01% 255
2024
Q3 		$28.6K Hold
46
– – ﹤0.01% 267
2024
Q2 		$30.2K Hold
46
– – ﹤0.01% 236
2024
Q1 		$29.9K Hold
46
– – ﹤0.01% 251
2023
Q4 		$28.8K Buy
46
+40
+667% +$22.1K ﹤0.01% 240
2023
Q3 		$3.07K Buy
+6
New +$3.04K ﹤0.01% 290

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

Provenance Wealth Advisors's INTU Position: Q2 2026 in Review

Provenance Wealth Advisors reduced its Intuit (INTU) stake by 77% in Q2 2026, selling an estimated $18.8K and leaving 16 shares worth $4.18K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Provenance Wealth Advisors first reported a position in INTU in Q3 2023 and has held it in 12 quarters since. The position peaked at $113K in Q2 2025. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Provenance Wealth Advisors held 16 shares of Intuit worth $4.18K as of Q2 2026.
  • Provenance Wealth Advisors sold 54 Intuit shares in Q2 2026, an estimated $18.8K.
  • Intuit made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #398 holding.
  • Provenance Wealth Advisors first reported a position in Intuit in Q3 2023 and has held it in 12 quarters since.
  • Provenance Wealth Advisors's Intuit position peaked at $113K in Q2 2025.
  • 625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.