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Regent Peak Wealth Advisors’s Intuit INTU Stock Holding History

Regent Peak 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 		$235K Sell
899
-111
-11% -$38.7K 0.04% 187
2026
Q1 		$437K Sell
1,010
-94
-9% -$44.8K 0.09% 102
2025
Q4 		$732K Buy
1,104
+15
+1% +$9.91K 0.14% 60
2025
Q3 		$744K Buy
+1,089
New +$785K 0.15% 59
2025
Q1 		$662K Sell
1,077
-136
-11% -$81.7K 0.16% 67
2024
Q4 		$762K Sell
1,213
-19
-2% -$12.1K 0.17% 62
2024
Q3 		$765K Buy
1,232
+74
+6% +$47.2K 0.18% 71
2024
Q2 		$761K Buy
1,158
+31
+3% +$19.2K 0.17% 74
2024
Q1 		$733K Buy
1,127
+4
+0.4% +$2.55K 0.19% 71
2023
Q4 		$702K Buy
1,123
+64
+6% +$35.3K 0.19% 69
2023
Q3 		$541K Buy
1,059
+113
+12% +$57.2K 0.17% 75
2023
Q2 		$434K Buy
946
+8
+0.9% +$3.5K 0.13% 83
2023
Q1 		$418K Sell
938
-36
-4% -$14.8K 0.13% 85
2022
Q4 		$381K Sell
974
-5
-0.5% -$1.98K 0.12% 99
2022
Q3 		$379K Buy
979
+58
+6% +$25.1K 0.13% 94
2022
Q2 		$355K Buy
921
+40
+5% +$16.6K 0.12% 105
2022
Q1 		$424K Buy
881
+4
+0.5% +$2.05K 0.12% 99
2021
Q4 		$565K Buy
877
+55
+7% +$34K 0.15% 84
2021
Q3 		$444K Buy
822
+7
+0.9% +$3.77K 0.13% 101
2021
Q2 		$432K Buy
815
+52
+7% +$22.5K 0.12% 101
2021
Q1 		$292K Sell
763
-48
-6% -$18.5K 0.1% 123
2020
Q4 		$308K Buy
811
+131
+19% +$46K 0.1% 107
2020
Q3 		$222K Buy
+680
New +$213K 0.09% 116

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Regent Peak Wealth Advisors's INTU Position: Q2 2026 in Review

Regent Peak Wealth Advisors reduced its Intuit (INTU) stake by 11% in Q2 2026, selling an estimated $38.7K and leaving 899 shares worth $235K. The position accounts for 0.04% of the portfolio, ranked #187.

Regent Peak Wealth Advisors first reported a position in INTU in Q3 2020 and has held it in 23 quarters since. The position peaked at $765K in Q3 2024. 634 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Regent Peak Wealth Advisors held 899 shares of Intuit worth $235K as of Q2 2026.
  • Regent Peak Wealth Advisors sold 111 Intuit shares in Q2 2026, an estimated $38.7K.
  • Intuit made up 0.04% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #187 holding.
  • Regent Peak Wealth Advisors first reported a position in Intuit in Q3 2020 and has held it in 23 quarters since.
  • Regent Peak Wealth Advisors's Intuit position peaked at $765K in Q3 2024.
  • 634 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.