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Sax Wealth Advisors’s Intuit INTU Stock Holding History

Sax 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 		– Sell
-468
Closed -$310K – 550
2026
Q1 		$310K Sell
468
-19
-4% -$9.06K 0.02% 376
2025
Q4 		$323K Buy
487
+49
+11% +$32.4K 0.02% 378
2025
Q3 		$299K Buy
438
+29
+7% +$20.9K 0.02% 349
2025
Q2 		$322K Buy
+409
New +$277K 0.02% 326

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

Sax Wealth Advisors's INTU Position: Q2 2026 in Review

Sax Wealth Advisors sold out of Intuit (INTU) in Q2 2026, closing a stake of 468 shares — an estimated $310K sold.

Sax Wealth Advisors first reported a position in INTU in Q2 2025 and held it in 4 quarters. The position peaked at $323K in Q4 2025. 653 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Sax Wealth Advisors reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Sax Wealth Advisors sold 468 Intuit shares in Q2 2026, an estimated $310K.
  • Sax Wealth Advisors first reported a position in Intuit in Q2 2025 and held it in 4 quarters.
  • Sax Wealth Advisors's Intuit position peaked at $323K in Q4 2025.
  • 653 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.