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Relyea Zuckerberg Hanson’s Intuit INTU Stock Holding History

Relyea Zuckerberg Hanson’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 		– Sell
-694
Closed -$300K – 309
2026
Q1 		$300K Sell
694
-32
-4% -$15.3K 0.03% 213
2025
Q4 		$481K Sell
726
-12
-2% -$7.93K 0.05% 164
2025
Q3 		$504K Sell
738
-19
-3% -$13.7K 0.05% 155
2025
Q2 		$596K Sell
757
-24
-3% -$16.2K 0.07% 135
2025
Q1 		$480K Buy
781
+72
+10% +$43.2K 0.06% 148
2024
Q4 		$446K Buy
709
+61
+9% +$39K 0.06% 158
2024
Q3 		$402K Buy
648
+38
+6% +$24.3K 0.06% 161
2024
Q2 		$401K Buy
610
+5
+0.8% +$3.1K 0.07% 145
2024
Q1 		$393K Buy
605
+18
+3% +$11.5K 0.07% 144
2023
Q4 		$367K Buy
587
+9
+2% +$4.96K 0.07% 143
2023
Q3 		$295K Buy
578
+24
+4% +$12.1K 0.07% 147
2023
Q2 		$254K Buy
554
+9
+2% +$3.94K 0.06% 172
2023
Q1 		$243K Buy
+545
New +$224K 0.06% 167

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Relyea Zuckerberg Hanson's INTU Position: Q2 2026 in Review

Relyea Zuckerberg Hanson sold out of Intuit (INTU) in Q2 2026, closing a stake of 694 shares — an estimated $300K sold.

Relyea Zuckerberg Hanson first reported a position in INTU in Q1 2023 and held it in 13 quarters. The position peaked at $596K in Q2 2025. 649 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Relyea Zuckerberg Hanson reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Relyea Zuckerberg Hanson sold 694 Intuit shares in Q2 2026, an estimated $300K.
  • Relyea Zuckerberg Hanson first reported a position in Intuit in Q1 2023 and held it in 13 quarters.
  • Relyea Zuckerberg Hanson's Intuit position peaked at $596K in Q2 2025.
  • 649 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.