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SVB Wealth’s Intuit INTU Stock Holding History

SVB Wealth’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 		$248K Sell
949
-304
-24% -$106K 0.02% 352
2026
Q1 		$542K Sell
1,253
-1,252
-50% -$597K 0.04% 263
2025
Q4 		$1.66M Sell
2,505
-128
-5% -$84.6K 0.1% 157
2025
Q3 		$1.8M Sell
2,633
-510
-16% -$368K 0.1% 162
2025
Q2 		$2.48M Buy
+3,143
New +$2.13M 0.13% 140
2025
Q1 		– Sell
-12,164
Closed -$7.65M – 1629
2024
Q4 		$7.65M Buy
+12,164
New +$7.77M 0.14% 98
2024
Q3 		– Sell
-15,192
Closed -$9.98M – 300
2024
Q2 		$9.98M Sell
15,192
-458
-3% -$284K 0.25% 101
2024
Q1 		$10.2M Sell
15,650
-1,425
-8% -$910K 0.23% 110
2023
Q4 		$10.7M Sell
17,075
-4,404
-21% -$2.43M 0.26% 101
2023
Q3 		$11M Sell
21,479
-689
-3% -$349K 0.24% 101
2023
Q2 		$10.2M Sell
22,168
-814
-4% -$356K 0.18% 113
2023
Q1 		$10.2M Buy
22,982
+16,846
+275% +$6.92M 0.14% 123
2022
Q4 		$2.39M Sell
6,136
-425
-6% -$169K 0.03% 244
2022
Q3 		$2.54M Buy
6,561
+1,722
+36% +$744K 0.04% 226
2022
Q2 		$1.86M Buy
4,839
+295
+6% +$122K 0.03% 226
2022
Q1 		$2.19M Sell
4,544
-194
-4% -$99.3K 0.03% 219
2021
Q4 		$3.05M Buy
4,738
+223
+5% +$138K 0.05% 180
2021
Q3 		$2.44M Buy
4,515
+464
+11% +$250K 0.03% 229
2021
Q2 		$1.99M Buy
4,051
+218
+6% +$94.5K 0.03% 260
2021
Q1 		$1.47M Buy
3,833
+48
+1% +$18.5K 0.02% 286
2020
Q4 		$1.44M Sell
3,785
-30
-0.8% -$10.5K 0.02% 272
2020
Q3 		$1.24M Buy
3,815
+158
+4% +$49.4K 0.02% 266
2020
Q2 		$1.08M Sell
3,657
-235
-6% -$64.5K 0.02% 261
2020
Q1 		$895K Sell
3,892
-403
-9% -$109K 0.02% 247
2019
Q4 		$1.13M Sell
4,295
-69
-2% -$18K 0.02% 288
2019
Q3 		$1.16M Sell
4,364
-127
-3% -$34.9K 0.02% 259
2019
Q2 		$1.17M Sell
4,491
-24
-0.5% -$6.1K 0.04% 265
2019
Q1 		$1.18M Sell
4,515
-146
-3% -$33.7K 0.05% 209
2018
Q4 		$917K Sell
4,661
-47
-1% -$9.78K 0.04% 226
2018
Q3 		$1.07M Sell
4,708
-724
-13% -$156K 0.04% 243
2018
Q2 		$1.11M Sell
5,432
-153
-3% -$29.3K 0.04% 236
2018
Q1 		$968K Sell
5,585
-180
-3% -$30.3K 0.04% 265
2017
Q4 		$910K Buy
5,765
+198
+4% +$30.2K 0.03% 272
2017
Q3 		$791K Sell
5,567
-196
-3% -$27.1K 0.03% 287
2017
Q2 		$765K Sell
5,763
-270
-4% -$35K 0.03% 299
2017
Q1 		$700K Sell
6,033
-1,034
-15% -$124K 0.03% 301
2016
Q4 		$810K Sell
7,067
-198
-3% -$22.2K 0.03% 273
2016
Q3 		$799K Sell
7,265
-278
-4% -$31.1K 0.03% 277
2016
Q2 		$842K Sell
7,543
-984
-12% -$103K 0.03% 276
2016
Q1 		$887K Sell
8,527
-20,061
-70% -$1.94M 0.04% 272
2015
Q4 		$2.76M Sell
28,588
-10,841
-27% -$1.05M 0.11% 167
2015
Q3 		$3.5M Buy
39,429
+6,188
+19% +$601K 0.14% 156
2015
Q2 		$3.35M Sell
33,241
-2,702
-8% -$276K 0.11% 173
2015
Q1 		$3.48M Sell
35,943
-57,629
-62% -$5.35M 0.11% 178
2014
Q4 		$8.63M Buy
+93,572
New +$8.32M 0.28% 98

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

SVB Wealth's INTU Position: Q2 2026 in Review

SVB Wealth reduced its Intuit (INTU) stake by 24% in Q2 2026, selling an estimated $106K and leaving 949 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #352.

SVB Wealth first reported a position in INTU in Q4 2014 and has held it in 45 quarters since. The position peaked at $11M in Q3 2023. 705 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • SVB Wealth held 949 shares of Intuit worth $248K as of Q2 2026.
  • SVB Wealth sold 304 Intuit shares in Q2 2026, an estimated $106K.
  • Intuit made up 0.02% of SVB Wealth's portfolio in Q2 2026, its #352 holding.
  • SVB Wealth first reported a position in Intuit in Q4 2014 and has held it in 45 quarters since.
  • SVB Wealth's Intuit position peaked at $11M in Q3 2023.
  • 705 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.