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Sendero Wealth Management’s Intuit INTU Stock Holding History

Sendero 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 		$907K Sell
3,476
-8,369
-71% -$2.92M 0.09% 132
2026
Q1 		$5.12M Sell
11,845
-25
-0.2% -$11.9K 0.57% 30
2025
Q4 		$7.86M Sell
11,870
-1,582
-12% -$1.05M 0.87% 23
2025
Q3 		$9.19M Buy
13,452
+465
+4% +$335K 1.08% 17
2025
Q2 		$10.2M Sell
12,987
-1
-0% -$677 1.28% 15
2025
Q1 		$7.97M Buy
12,988
+5,253
+68% +$3.15M 1.11% 22
2024
Q4 		$4.86M Sell
7,735
-620
-7% -$396K 0.72% 33
2024
Q3 		$5.19M Buy
8,355
+223
+3% +$142K 0.82% 27
2024
Q2 		$5.34M Sell
8,132
-558
-6% -$346K 0.9% 25
2024
Q1 		$5.65M Sell
8,690
-847
-9% -$541K 0.97% 23
2023
Q4 		$5.96M Buy
9,537
+127
+1% +$70.1K 1.12% 19
2023
Q3 		$4.81M Buy
9,410
+331
+4% +$167K 1.03% 19
2023
Q2 		$4.16M Buy
9,079
+846
+10% +$370K 0.91% 20
2023
Q1 		$3.67M Buy
8,233
+1,182
+17% +$485K 1.12% 12
2022
Q4 		$2.74M Buy
7,051
+2,292
+48% +$909K 0.98% 12
2022
Q3 		$1.84M Sell
4,759
-39,629
-89% -$17.1M 0.77% 19
2022
Q2 		$1.35M Buy
44,388
+41,664
+1,530% +$17.3M 1.29% 20
2022
Q1 		$1.31M Sell
2,724
-1,416
-34% -$725K 0.6% 23
2021
Q4 		$2.66M Buy
+4,140
New +$2.56M 1.18% 14

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Sendero Wealth Management reduced its Intuit (INTU) stake by 71% in Q2 2026, selling an estimated $2.92M and leaving 3,476 shares worth $907K. The position accounts for 0.09% of the portfolio, ranked #132.

Sendero Wealth Management first reported a position in INTU in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.2M in Q2 2025. 1,750 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Sendero Wealth Management held 3,476 shares of Intuit worth $907K as of Q2 2026.
  • Sendero Wealth Management sold 8,369 Intuit shares in Q2 2026, an estimated $2.92M.
  • Intuit made up 0.09% of Sendero Wealth Management's portfolio in Q2 2026, its #132 holding.
  • Sendero Wealth Management first reported a position in Intuit in Q4 2021 and has held it in 19 quarters since.
  • Sendero Wealth Management's Intuit position peaked at $10.2M in Q2 2025.
  • 1,750 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.