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Spire Wealth Management’s Intuit INTU Stock Holding History

Spire 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 		$162K Sell
622
-626
-50% -$218K ﹤0.01% 846
2026
Q1 		$540K Sell
1,248
-3,117
-71% -$1.49M 0.02% 523
2025
Q4 		$2.89M Buy
4,365
+116
+3% +$76.7K 0.1% 184
2025
Q3 		$2.9M Sell
4,249
-5,352
-56% -$3.86M 0.1% 176
2025
Q2 		$7.4M Buy
9,601
+4,495
+88% +$3.04M 0.27% 76
2025
Q1 		$3.14M Sell
5,106
-227
-4% -$136K 0.1% 188
2024
Q4 		$3.35M Buy
5,333
+795
+18% +$508K 0.1% 169
2024
Q3 		$2.82M Buy
4,538
+656
+17% +$419K 0.1% 174
2024
Q2 		$2.55M Buy
3,882
+187
+5% +$116K 0.09% 191
2024
Q1 		$2.4M Buy
3,695
+640
+21% +$409K 0.04% 224
2023
Q4 		$1.9M Buy
3,055
+611
+25% +$337K 0.06% 249
2023
Q3 		$1.25M Sell
2,444
-5,954
-71% -$3.01M 0.05% 287
2023
Q2 		$3.85M Buy
8,398
+395
+5% +$173K 0.14% 137
2023
Q1 		$3.57M Buy
8,003
+6,815
+574% +$2.8M 0.14% 142
2022
Q4 		$462K Buy
1,188
+19
+2% +$7.54K 0.03% 370
2022
Q3 		$453K Sell
1,169
-178
-13% -$76.9K 0.03% 347
2022
Q2 		$519K Sell
1,347
-653
-33% -$270K 0.02% 461
2022
Q1 		$962K Sell
2,000
-202
-9% -$103K 0.03% 398
2021
Q4 		$1.42M Buy
2,202
+170
+8% +$105K 0.03% 377
2021
Q3 		$1.1M Buy
2,032
+76
+4% +$41K 0.03% 393
2021
Q2 		$959K Sell
1,956
-197
-9% -$85.4K 0.03% 438
2021
Q1 		$602K Buy
+2,153
New +$829K 0.02% 605

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Spire Wealth Management reduced its Intuit (INTU) stake by 50% in Q2 2026, selling an estimated $218K and leaving 622 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #846.

Spire Wealth Management first reported a position in INTU in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.4M in Q2 2025. 705 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Spire Wealth Management held 622 shares of Intuit worth $162K as of Q2 2026.
  • Spire Wealth Management sold 626 Intuit shares in Q2 2026, an estimated $218K.
  • Intuit made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #846 holding.
  • Spire Wealth Management first reported a position in Intuit in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Intuit position peaked at $7.4M in Q2 2025.
  • 705 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.