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Sarver Vrooman Wealth Advisors’s Intuit INTU Stock Holding History

Sarver Vrooman 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 		$18.8K Sell
69
-26
-27% -$9.06K 0.01% 109
2026
Q1 		$41.1K Hold
95
– – 0.03% 83
2025
Q4 		$62.9K Sell
95
-3
-3% -$1.98K 0.04% 47
2025
Q3 		$66.9K Hold
98
– – 0.04% 54
2025
Q2 		$77.2K Hold
98
– – 0.05% 34
2025
Q1 		$60.2K Buy
+98
New +$58.9K 0.04% 71

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's INTU Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors reduced its Intuit (INTU) stake by 27% in Q2 2026, selling an estimated $9.06K and leaving 69 shares worth $18.8K. The position accounts for 0.01% of the portfolio, ranked #109.

Sarver Vrooman Wealth Advisors first reported a position in INTU in Q1 2025 and has held it in 6 quarters since. The position peaked at $77.2K in Q2 2025. 257 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Sarver Vrooman Wealth Advisors held 69 shares of Intuit worth $18.8K as of Q2 2026.
  • Sarver Vrooman Wealth Advisors sold 26 Intuit shares in Q2 2026, an estimated $9.06K.
  • Intuit made up 0.01% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #109 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in Intuit in Q1 2025 and has held it in 6 quarters since.
  • Sarver Vrooman Wealth Advisors's Intuit position peaked at $77.2K in Q2 2025.
  • 257 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.