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The Wealth Group’s Intuit INTU Stock Holding History

The Wealth Group’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
-549
Closed -$237K – 93
2026
Q1 		$237K Sell
549
-254
-32% -$121K 0.05% 76
2025
Q4 		$532K Hold
803
– – 0.12% 53
2025
Q3 		$548K Hold
803
– – 0.13% 52
2025
Q2 		$632K Hold
803
– – 0.16% 44
2025
Q1 		$493K Buy
+803
New +$482K 0.14% 42

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
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
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

The Wealth Group's INTU Position: Q2 2026 in Review

The Wealth Group sold out of Intuit (INTU) in Q2 2026, closing a stake of 549 shares — an estimated $237K sold.

The Wealth Group first reported a position in INTU in Q1 2025 and held it in 5 quarters. The position peaked at $632K in Q2 2025. 248 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • The Wealth Group reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • The Wealth Group sold 549 Intuit shares in Q2 2026, an estimated $237K.
  • The Wealth Group first reported a position in Intuit in Q1 2025 and held it in 5 quarters.
  • The Wealth Group's Intuit position peaked at $632K in Q2 2025.
  • 248 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.