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Tanager Wealth Management’s Intuit INTU Stock Holding History

Tanager 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
-529
Closed -$229K – 163
2026
Q1 		$229K Buy
529
+19
+4% +$9.06K 0.02% 133
2025
Q4 		$338K Buy
510
+22
+5% +$14.5K 0.03% 100
2025
Q3 		$333K Buy
488
+23
+5% +$16.6K 0.04% 96
2025
Q2 		$366K Buy
465
+2
+0.4% +$1.35K 0.04% 88
2025
Q1 		$284K Buy
463
+33
+8% +$19.8K 0.04% 98
2024
Q4 		$270K Sell
430
-234
-35% -$150K 0.04% 95
2024
Q3 		$412K Buy
664
+50
+8% +$31.9K 0.06% 73
2024
Q2 		$404K Hold
614
– – 0.06% 64
2024
Q1 		$399K Hold
614
– – 0.06% 64
2023
Q4 		$384K Hold
614
– – 0.07% 61
2023
Q3 		$314K Sell
614
-104
-14% -$52.6K 0.07% 61
2023
Q2 		$329K Sell
718
-37
-5% -$16.2K 0.07% 63
2023
Q1 		$337K Sell
755
-169
-18% -$69.4K 0.08% 56
2022
Q4 		$360K Buy
924
+179
+24% +$71K 0.1% 54
2022
Q3 		$289K Buy
+745
New +$322K 0.23% 33

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

Tanager Wealth Management sold out of Intuit (INTU) in Q2 2026, closing a stake of 529 shares — an estimated $229K sold.

Tanager Wealth Management first reported a position in INTU in Q3 2022 and held it in 15 quarters. The position peaked at $412K in Q3 2024. 632 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Tanager Wealth Management reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Tanager Wealth Management sold 529 Intuit shares in Q2 2026, an estimated $229K.
  • Tanager Wealth Management first reported a position in Intuit in Q3 2022 and held it in 15 quarters.
  • Tanager Wealth Management's Intuit position peaked at $412K in Q3 2024.
  • 632 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

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