SAM
INTU icon

Simplify Asset Management’s Intuit INTU Stock Holding History

Simplify Asset 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 		$363K Sell
1,392
-24
-2% -$8.36K 0.01% 125
2026
Q1 		$612K Sell
1,416
-52
-4% -$24.8K 0.01% 97
2025
Q4 		$972K Buy
1,468
+297
+25% +$196K 0.02% 87
2025
Q3 		$800K Buy
+1,171
New +$844K 0.01% 86

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

Simplify Asset Management's INTU Position: Q2 2026 in Review

Simplify Asset Management reduced its Intuit (INTU) stake by 1.7% in Q2 2026, selling an estimated $8.36K and leaving 1,392 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #125.

Simplify Asset Management first reported a position in INTU in Q3 2025 and has held it in 4 quarters since. The position peaked at $972K in Q4 2025. 252 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Simplify Asset Management held 1,392 shares of Intuit worth $363K as of Q2 2026.
  • Simplify Asset Management sold 24 Intuit shares in Q2 2026, an estimated $8.36K.
  • Intuit made up 0.01% of Simplify Asset Management's portfolio in Q2 2026, its #125 holding.
  • Simplify Asset Management first reported a position in Intuit in Q3 2025 and has held it in 4 quarters since.
  • Simplify Asset Management's Intuit position peaked at $972K in Q4 2025.
  • 252 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

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