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Segment Wealth Management’s Intuit INTU Stock Holding History

Segment Wealth Management’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
-23,796
Closed -$10.3M – 317
2026
Q1 		$10.3M Sell
23,796
-8,026
-25% -$3.83M 0.6% 54
2025
Q4 		$21.1M Buy
31,822
+461
+1% +$305K 1.22% 22
2025
Q3 		$21.4M Buy
31,361
+158
+0.5% +$114K 1.28% 21
2025
Q2 		$24.6M Sell
31,203
-484
-2% -$328K 1.56% 11
2025
Q1 		$19.5M Buy
31,687
+743
+2% +$446K 1.32% 19
2024
Q4 		$19.4M Buy
30,944
+161
+0.5% +$103K 1.33% 15
2024
Q3 		$19.1M Buy
30,783
+135
+0.4% +$86.2K 1.31% 14
2024
Q2 		$20.1M Buy
30,648
+431
+1% +$267K 1.49% 13
2024
Q1 		$19.6M Buy
30,217
+1,092
+4% +$697K 1.49% 12
2023
Q4 		$18.2M Buy
29,125
+1,053
+4% +$581K 1.61% 9
2023
Q3 		$14.3M Buy
28,072
+770
+3% +$390K 1.46% 11
2023
Q2 		$12.5M Sell
27,302
-376
-1% -$165K 1.29% 17
2023
Q1 		$12.3M Buy
27,678
+748
+3% +$307K 1.4% 15
2022
Q4 		$10.5M Buy
26,930
+556
+2% +$221K 1.21% 33
2022
Q3 		$10.2M Buy
26,374
+1,085
+4% +$469K 1.28% 21
2022
Q2 		$9.75M Buy
25,289
+1,809
+8% +$749K 1.24% 28
2022
Q1 		$11.3M Buy
23,480
+1,506
+7% +$771K 1.16% 19
2021
Q4 		$14.1M Buy
21,974
+3
+0% +$1.85K 1.48% 12
2021
Q3 		$11.9M Buy
21,971
+80
+0.4% +$43.1K 1.41% 11
2021
Q2 		$10.7M Buy
21,891
+580
+3% +$251K 1.27% 14
2021
Q1 		$8.16M Buy
21,311
+691
+3% +$266K 1.08% 32
2020
Q4 		$7.83M Sell
20,620
-862
-4% -$303K 1.13% 28
2020
Q3 		$7.01M Buy
21,482
+18,783
+696% +$5.88M 1.14% 31
2020
Q2 		$799K Buy
2,699
+1,115
+70% +$306K 0.15% 100
2020
Q1 		$364K Buy
+1,584
New +$429K 0.08% 136

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
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
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Segment Wealth Management's INTU Position: Q2 2026 in Review

Segment Wealth Management sold out of Intuit (INTU) in Q2 2026, closing a stake of 23,796 shares — an estimated $10.3M sold.

Segment Wealth Management first reported a position in INTU in Q1 2020 and held it in 25 quarters. The position peaked at $24.6M in Q2 2025. 333 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Segment Wealth Management reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Segment Wealth Management sold 23,796 Intuit shares in Q2 2026, an estimated $10.3M.
  • Segment Wealth Management first reported a position in Intuit in Q1 2020 and held it in 25 quarters.
  • Segment Wealth Management's Intuit position peaked at $24.6M in Q2 2025.
  • 333 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.