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Sheets Smith Wealth Management’s Intuit INTU Stock Holding History

Sheets Smith 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 		$3.17M Buy
12,128
+40
+0.3% +$13.9K 0.32% 75
2026
Q1 		$5.23M Sell
12,088
-3,746
-24% -$1.79M 0.59% 42
2025
Q4 		$10.5M Sell
15,834
-25
-0.2% -$16.5K 1.15% 18
2025
Q3 		$10.8M Sell
15,859
-100
-0.6% -$72.1K 1.23% 17
2025
Q2 		$12.6M Buy
15,959
+19
+0.1% +$12.9K 1.47% 12
2025
Q1 		$9.79M Sell
15,940
-7
-0% -$4.2K 1.22% 17
2024
Q4 		$10M Sell
15,947
-25
-0.2% -$16K 1.22% 16
2024
Q3 		$9.92M Sell
15,972
-25
-0.2% -$16K 1.21% 18
2024
Q2 		$10.5M Sell
15,997
-5,222
-25% -$3.24M 1.26% 17
2024
Q1 		$13.8M Buy
21,219
+5,222
+33% +$3.33M 1.54% 14
2023
Q4 		$10M Hold
15,997
– – 1.42% 15
2023
Q3 		$8.17M Hold
15,997
– – 1.24% 17
2023
Q2 		$7.33M Hold
15,997
– – 1.07% 23
2023
Q1 		$7.13M Sell
15,997
-5,000
-24% -$2.05M 1.09% 21
2022
Q4 		$8.17M Buy
20,997
+150
+0.7% +$59.5K 1.28% 18
2022
Q3 		$8.07M Buy
20,847
+17
+0.1% +$7.34K 1.35% 16
2022
Q2 		$8.03M Hold
20,830
– – 1.32% 17
2022
Q1 		$10M Sell
20,830
-100
-0.5% -$51.2K 1.38% 17
2021
Q4 		$13.5M Sell
20,930
-45
-0.2% -$27.8K 1.67% 12
2021
Q3 		$11.3M Sell
20,975
-210
-1% -$113K 1.54% 15
2021
Q2 		$10.4M Sell
21,185
-10
-0% -$4.34K 1.4% 15
2021
Q1 		$8.12M Sell
21,195
-50
-0.2% -$19.3K 1.19% 18
2020
Q4 		$8.07M Hold
21,245
– – 1.22% 17
2020
Q3 		$6.93M Sell
21,245
-150
-0.7% -$46.9K 1.21% 18
2020
Q2 		$6.34M Sell
21,395
-5
-0% -$1.37K 1.27% 22
2020
Q1 		$4.92M Sell
21,400
-55
-0.3% -$14.9K 1.03% 27
2019
Q4 		$5.62M Sell
21,455
-2,661
-11% -$696K 1.07% 19
2019
Q3 		$6.41M Buy
24,116
+2,471
+11% +$680K 1.32% 14
2019
Q2 		$5.66M Sell
21,645
-82
-0.4% -$20.8K 1.16% 18
2019
Q1 		$5.68M Sell
21,727
-200
-0.9% -$46.2K 1.23% 17
2018
Q4 		$4.32M Buy
21,927
+500
+2% +$104K 1.16% 20
2018
Q3 		$4.87M Hold
21,427
– – 1.01% 21
2018
Q2 		$4.38M Buy
21,427
+5
+0% +$959 1.02% 22
2018
Q1 		$3.71M Hold
21,422
– – 0.89% 28
2017
Q4 		$3.38M Sell
21,422
-5,100
-19% -$777K 0.8% 29
2017
Q3 		$3.77M Hold
26,522
– – 0.95% 24
2017
Q2 		$3.52M Hold
26,522
– – 0.93% 23
2017
Q1 		$3.08M Hold
26,522
– – 0.82% 26
2016
Q4 		$3.04M Hold
26,522
– – 0.85% 29
2016
Q3 		$2.92M Hold
26,522
– – 0.82% 28
2016
Q2 		$2.96M Hold
26,522
– – 0.86% 28
2016
Q1 		$2.76M Hold
26,522
– – 0.85% 28
2015
Q4 		$2.56M Hold
26,522
– – 0.77% 34
2015
Q3 		$2.35M Hold
26,522
– – 0.8% 38
2015
Q2 		$2.67M Sell
26,522
-100
-0.4% -$10.2K 0.73% 34
2015
Q1 		$2.58M Hold
26,622
– – 0.71% 36
2014
Q4 		$2.45M Sell
26,622
-200
-0.7% -$17.8K 0.64% 45
2014
Q3 		$2.35M Hold
26,822
– – 0.64% 48
2014
Q2 		$2.16M Hold
26,822
– – 0.58% 48
2014
Q1 		$2.08M Hold
26,822
– – 0.58% 50
2013
Q4 		$2.05M Hold
26,822
– – 0.56% 51
2013
Q3 		$1.78M Hold
26,822
– – 0.58% 51
2013
Q2 		$1.64M Buy
+26,822
New +$1.62M 0.56% 54

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
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Sheets Smith Wealth Management's INTU Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its Intuit (INTU) stake by 0.33% in Q2 2026, buying an estimated $13.9K and bringing the position to 12,128 shares worth $3.17M. The position accounts for 0.32% of the portfolio, ranked #75.

Sheets Smith Wealth Management first reported a position in INTU in Q2 2013 and has held it in 53 quarters since. The position peaked at $13.8M in Q1 2024. 586 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Sheets Smith Wealth Management held 12,128 shares of Intuit worth $3.17M as of Q2 2026.
  • Sheets Smith Wealth Management bought 40 Intuit shares in Q2 2026, an estimated $13.9K.
  • Intuit made up 0.32% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Sheets Smith Wealth Management first reported a position in Intuit in Q2 2013 and has held it in 53 quarters since.
  • Sheets Smith Wealth Management's Intuit position peaked at $13.8M in Q1 2024.
  • 586 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

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