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RFG Advisory’s Intuit INTU Stock Holding History

RFG Advisory’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 		$474K Sell
1,816
-107
-6% -$37.3K 0.01% 797
2026
Q1 		$831K Buy
1,923
+541
+39% +$258K 0.02% 582
2025
Q4 		$916K Sell
1,382
-532
-28% -$352K 0.02% 539
2025
Q3 		$1.31M Sell
1,914
-141
-7% -$102K 0.03% 424
2025
Q2 		$1.62M Buy
2,055
+53
+3% +$35.9K 0.04% 349
2025
Q1 		$1.23M Sell
2,002
-822
-29% -$494K 0.03% 362
2024
Q4 		$1.77M Sell
2,824
-325
-10% -$208K 0.05% 276
2024
Q3 		$1.96M Buy
3,149
+225
+8% +$144K 0.06% 252
2024
Q2 		$1.92M Sell
2,924
-41
-1% -$25.4K 0.06% 226
2024
Q1 		$1.93M Buy
2,965
+1,006
+51% +$642K 0.07% 227
2023
Q4 		$1.22M Buy
1,959
+114
+6% +$62.9K 0.05% 285
2023
Q3 		$943K Buy
1,845
+173
+10% +$87.5K 0.04% 303
2023
Q2 		$766K Buy
1,672
+8
+0.5% +$3.5K 0.03% 344
2023
Q1 		$742K Sell
1,664
-78
-4% -$32K 0.04% 330
2022
Q4 		$738K Buy
1,742
+22
+1% +$8.73K 0.04% 329
2022
Q3 		$658K Buy
1,720
+132
+8% +$57K 0.04% 323
2022
Q2 		$745K Sell
1,588
-97
-6% -$40.2K 0.04% 281
2022
Q1 		$810K Buy
1,685
+158
+10% +$80.9K 0.05% 227
2021
Q4 		$982K Buy
1,527
+5
+0.3% +$3.09K 0.07% 186
2021
Q3 		$821K Sell
1,522
-154
-9% -$83K 0.07% 201
2021
Q2 		$822K Sell
1,676
-84
-5% -$36.4K 0.07% 194
2021
Q1 		$674K Sell
1,760
-49
-3% -$18.9K 0.07% 206
2020
Q4 		$677K Sell
1,809
-8
-0.4% -$2.81K 0.09% 193
2020
Q3 		$593K Buy
1,817
+127
+8% +$39.7K 0.08% 204
2020
Q2 		$501K Buy
1,690
+112
+7% +$30.7K 0.08% 205
2020
Q1 		$363K Buy
1,578
+423
+37% +$115K 0.07% 228
2019
Q4 		$303K Buy
+1,155
New +$302K 0.05% 282

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
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
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

RFG Advisory's INTU Position: Q2 2026 in Review

RFG Advisory reduced its Intuit (INTU) stake by 5.6% in Q2 2026, selling an estimated $37.3K and leaving 1,816 shares worth $474K. The position accounts for 0.01% of the portfolio, ranked #797.

RFG Advisory first reported a position in INTU in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.96M in Q3 2024. 464 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • RFG Advisory held 1,816 shares of Intuit worth $474K as of Q2 2026.
  • RFG Advisory sold 107 Intuit shares in Q2 2026, an estimated $37.3K.
  • Intuit made up 0.01% of RFG Advisory's portfolio in Q2 2026, its #797 holding.
  • RFG Advisory first reported a position in Intuit in Q4 2019 and has held it in 27 quarters since.
  • RFG Advisory's Intuit position peaked at $1.96M in Q3 2024.
  • 464 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.