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Retirement Wealth Solutions’s Intuit INTU Stock Holding History

Retirement Wealth Solutions’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 		$7.39K Sell
28
-29
-51% -$10.1K ﹤0.01% 274
2026
Q1 		$24.8K Sell
57
-33
-37% -$15.7K 0.02% 124
2025
Q4 		$59.8K Hold
90
– – 0.04% 87
2025
Q3 		$61.6K Sell
90
-1
-1% -$721 0.04% 83
2025
Q2 		$71.8K Sell
91
-2
-2% -$1.35K 0.05% 69
2025
Q1 		$57.2K Hold
93
– – 0.05% 72
2024
Q4 		$58.1K Buy
+93
New +$59.4K 0.05% 76

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

Retirement Wealth Solutions's INTU Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Intuit (INTU) stake by 51% in Q2 2026, selling an estimated $10.1K and leaving 28 shares worth $7.39K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Retirement Wealth Solutions first reported a position in INTU in Q4 2024 and has held it in 7 quarters since. The position peaked at $71.8K in Q2 2025. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Retirement Wealth Solutions held 28 shares of Intuit worth $7.39K as of Q2 2026.
  • Retirement Wealth Solutions sold 29 Intuit shares in Q2 2026, an estimated $10.1K.
  • Intuit made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #274 holding.
  • Retirement Wealth Solutions first reported a position in Intuit in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's Intuit position peaked at $71.8K in Q2 2025.
  • 625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.