Three Bridge Wealth Advisors’s Intuit INTU Stock Holding History

Three Bridge Wealth Advisors’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	-591	Closed	-$256K	–	93
2026 Q1	$256K	Sell	591 -80	-12%	-$38.2K	0.07%	76
2025 Q4	$444K	Hold	671	–	–	0.12%	61
2025 Q3	$458K	Sell	671 -83	-11%	-$59.8K	0.12%	62
2025 Q2	$594K	Sell	754 -1,828	-71%	-$1.24M	0.16%	61
2025 Q1	$1.59M	Sell	2,582 -10	-0.4%	-$6K	0.55%	32
2024 Q4	$1.63M	Buy	2,592 +1,131	+77%	+$723K	0.57%	32
2024 Q3	$907K	Hold	1,461	–	–	0.33%	44
2024 Q2	$960K	Sell	1,461 -175	-11%	-$109K	0.38%	42
2024 Q1	$1.06M	Hold	1,636	–	–	0.42%	39
2023 Q4	$1.02M	Hold	1,636	–	–	0.35%	41
2023 Q3	$836K	Hold	1,636	–	–	0.35%	47
2023 Q2	$750K	Buy	1,636 +889	+119%	+$389K	0.32%	51
2023 Q1	$333K	Hold	747	–	–	0.15%	67
2022 Q4	$291K	Sell	747 -2,602	-78%	-$1.03M	0.16%	65
2022 Q3	$1.3M	Hold	3,349	–	–	0.66%	32
2022 Q2	$1.29M	Hold	3,349	–	–	0.63%	35
2022 Q1	$1.61M	Buy	+3,349	New	+$1.71M	0.45%	27

Other funds holding INTU

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Three Bridge Wealth Advisors's INTU Position: Q2 2026 in Review

Three Bridge Wealth Advisors sold out of Intuit (INTU) in Q2 2026, closing a stake of 591 shares — an estimated $256K sold.

Three Bridge Wealth Advisors first reported a position in INTU in Q1 2022 and held it in 17 quarters. The position peaked at $1.63M in Q4 2024. 636 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Three Bridge Wealth Advisors reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Three Bridge Wealth Advisors sold 591 Intuit shares in Q2 2026, an estimated $256K.
Three Bridge Wealth Advisors first reported a position in Intuit in Q1 2022 and held it in 17 quarters.
Three Bridge Wealth Advisors's Intuit position peaked at $1.63M in Q4 2024.
636 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.