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Resonant Capital Advisors’s Intuit INTU Stock Holding History

Resonant Capital 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 		– Sell
-1,108
Closed -$479K – 557
2026
Q1 		$479K Buy
1,108
+286
+35% +$136K 0.03% 275
2025
Q4 		$545K Buy
822
+71
+9% +$46.9K 0.03% 234
2025
Q3 		$513K Sell
751
-26
-3% -$18.7K 0.03% 245
2025
Q2 		$612K Buy
777
+292
+60% +$198K 0.04% 214
2025
Q1 		$298K Buy
485
+59
+14% +$35.4K 0.02% 291
2024
Q4 		$268K Buy
426
+87
+26% +$55.6K 0.02% 288
2024
Q3 		$211K Buy
+339
New +$216K 0.02% 337

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

Resonant Capital Advisors's INTU Position: Q2 2026 in Review

Resonant Capital Advisors sold out of Intuit (INTU) in Q2 2026, closing a stake of 1,108 shares — an estimated $479K sold.

Resonant Capital Advisors first reported a position in INTU in Q3 2024 and held it in 7 quarters. The position peaked at $612K in Q2 2025. 665 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Resonant Capital Advisors reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Resonant Capital Advisors sold 1,108 Intuit shares in Q2 2026, an estimated $479K.
  • Resonant Capital Advisors first reported a position in Intuit in Q3 2024 and held it in 7 quarters.
  • Resonant Capital Advisors's Intuit position peaked at $612K in Q2 2025.
  • 665 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.