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Thrive Wealth Management’s Intuit INTU Stock Holding History

Thrive 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
-1,031
Closed -$446K – 266
2026
Q1 		$446K Sell
1,031
-489
-32% -$233K 0.07% 129
2025
Q4 		$1.01M Buy
1,520
+4
+0.3% +$2.64K 0.15% 77
2025
Q3 		$1.04M Sell
1,516
-223
-13% -$161K 0.16% 73
2025
Q2 		$1.37M Sell
1,739
-73
-4% -$49.4K 0.22% 52
2025
Q1 		$1.11M Sell
1,812
-113
-6% -$67.9K 0.21% 52
2024
Q4 		$1.21M Sell
1,925
-67
-3% -$42.8K 0.22% 54
2024
Q3 		$1.24M Sell
1,992
-55
-3% -$35.1K 0.23% 53
2024
Q2 		$1.35M Buy
2,047
+13
+0.6% +$8.06K 0.26% 46
2024
Q1 		$1.32M Sell
2,034
-318
-14% -$203K 0.27% 45
2023
Q4 		$1.47M Buy
2,352
+43
+2% +$23.7K 0.33% 38
2023
Q3 		$1.18M Sell
2,309
-15
-0.6% -$7.59K 0.31% 43
2023
Q2 		$1.06M Buy
2,324
+998
+75% +$437K 0.28% 43
2023
Q1 		$591K Buy
1,326
+284
+27% +$117K 0.15% 83
2022
Q4 		$406K Sell
1,042
-70
-6% -$27.8K 0.12% 103
2022
Q3 		$431K Buy
1,112
+107
+11% +$46.2K 0.15% 90
2022
Q2 		$387K Buy
1,005
+60
+6% +$24.8K 0.14% 96
2022
Q1 		$454K Buy
945
+58
+7% +$29.7K 0.13% 91
2021
Q4 		$570K Buy
+887
New +$548K 0.19% 61

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
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

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

Thrive Wealth Management sold out of Intuit (INTU) in Q2 2026, closing a stake of 1,031 shares — an estimated $446K sold.

Thrive Wealth Management first reported a position in INTU in Q4 2021 and held it in 18 quarters. The position peaked at $1.47M in Q4 2023. 665 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Thrive Wealth Management reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Thrive Wealth Management sold 1,031 Intuit shares in Q2 2026, an estimated $446K.
  • Thrive Wealth Management first reported a position in Intuit in Q4 2021 and held it in 18 quarters.
  • Thrive Wealth Management's Intuit position peaked at $1.47M in Q4 2023.
  • 665 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.