SFS
INTU icon

Sowell Financial Services’s Intuit INTU Stock Holding History

Sowell Financial Services’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 		$473K Sell
1,812
-293
-14% -$102K 0.02% 670
2026
Q1 		$910K Buy
2,105
+304
+17% +$145K 0.03% 465
2025
Q4 		$1.19M Sell
1,801
-207
-10% -$137K 0.04% 398
2025
Q3 		$1.37M Buy
2,008
+78
+4% +$56.2K 0.05% 356
2025
Q2 		$1.52M Buy
1,930
+534
+38% +$361K 0.06% 321
2025
Q1 		$857K Buy
+1,396
New +$838K 0.04% 430
2023
Q2 		– Sell
-1,408
Closed -$628K – 679
2023
Q1 		$628K Buy
+1,408
New +$578K 0.05% 394
2021
Q2 		– Sell
-1,763
Closed -$695K – 1585
2021
Q1 		$695K Buy
1,763
+39
+2% +$15K 0.02% 528
2020
Q4 		$655K Sell
1,724
-208
-11% -$73K 0.03% 443
2020
Q3 		$630K Buy
1,932
+373
+24% +$117K 0.03% 410
2020
Q2 		$462K Buy
1,559
+931
+148% +$255K 0.03% 480
2020
Q1 		$144K Sell
628
-63
-9% -$17.1K 0.01% 747
2019
Q4 		$181K Sell
691
-3,993
-85% -$1.04M 0.01% 746
2019
Q3 		$1.25M Buy
+4,684
New +$1.29M 0.1% 210
2019
Q1 		$1.21M Buy
4,634
+495
+12% +$114K 0.14% 169
2018
Q4 		$815K Sell
4,139
-2,470
-37% -$514K 0.12% 191
2018
Q3 		$1.5M Buy
6,609
+15
+0.2% +$3.22K 0.22% 84
2018
Q2 		$1.38M Sell
6,594
-149
-2% -$28.6K 0.29% 76
2018
Q1 		$1.25M Sell
6,743
-1,803
-21% -$303K 0.31% 75
2017
Q4 		$1.41M Buy
8,546
+4,723
+124% +$720K 0.34% 69
2017
Q3 		$579K Buy
3,823
+14
+0.4% +$1.93K 0.15% 125
2017
Q2 		$519K Buy
3,809
+18
+0.5% +$2.33K 0.15% 130
2017
Q1 		$523K Buy
3,791
+3,724
+5,558% +$446K 0.15% 142
2016
Q4 		$8K Buy
+67
New +$7.5K ﹤0.01% 499

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

Sowell Financial Services's INTU Position: Q2 2026 in Review

Sowell Financial Services reduced its Intuit (INTU) stake by 14% in Q2 2026, selling an estimated $102K and leaving 1,812 shares worth $473K. The position accounts for 0.02% of the portfolio, ranked #670.

Sowell Financial Services first reported a position in INTU in Q4 2016 and has held it in 24 quarters since. The position peaked at $1.52M in Q2 2025. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Sowell Financial Services held 1,812 shares of Intuit worth $473K as of Q2 2026.
  • Sowell Financial Services sold 293 Intuit shares in Q2 2026, an estimated $102K.
  • Intuit made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #670 holding.
  • Sowell Financial Services first reported a position in Intuit in Q4 2016 and has held it in 24 quarters since.
  • Sowell Financial Services's Intuit position peaked at $1.52M in Q2 2025.
  • 625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.