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Smith Salley Wealth Management’s Intuit INTU Stock Holding History

Smith Salley 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
-2,156
Closed -$932K – 282
2026
Q1 		$932K Sell
2,156
-5
-0.2% -$2.38K 0.05% 157
2025
Q4 		$1.43M Sell
2,161
-11
-0.5% -$7.27K 0.07% 138
2025
Q3 		$1.48M Sell
2,172
-18
-0.8% -$13K 0.08% 131
2025
Q2 		$1.73M Buy
2,190
+236
+12% +$160K 0.1% 123
2025
Q1 		$1.2M Sell
1,954
-24
-1% -$14.4K 0.08% 133
2024
Q4 		$1.24M Buy
1,978
+135
+7% +$86.3K 0.08% 135
2024
Q3 		$1.14M Buy
1,843
+75
+4% +$47.9K 0.07% 134
2024
Q2 		$1.16M Buy
1,768
+215
+14% +$133K 0.08% 127
2024
Q1 		$1.01M Buy
1,553
+184
+13% +$117K 0.08% 127
2023
Q4 		$856K Buy
1,369
+92
+7% +$50.7K 0.06% 149
2023
Q3 		$652K Buy
+1,277
New +$646K 0.05% 154

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
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
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

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

Smith Salley Wealth Management sold out of Intuit (INTU) in Q2 2026, closing a stake of 2,156 shares — an estimated $932K sold.

Smith Salley Wealth Management first reported a position in INTU in Q3 2023 and held it in 11 quarters. The position peaked at $1.73M in Q2 2025. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Smith Salley Wealth Management reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Smith Salley Wealth Management sold 2,156 Intuit shares in Q2 2026, an estimated $932K.
  • Smith Salley Wealth Management first reported a position in Intuit in Q3 2023 and held it in 11 quarters.
  • Smith Salley Wealth Management's Intuit position peaked at $1.73M in Q2 2025.
  • 625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.