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Traveka Wealth’s Intuit INTU Stock Holding History

Traveka 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 		– Sell
-509
Closed -$220K – 209
2026
Q1 		$220K Sell
509
-187
-27% -$89.2K 0.08% 164
2025
Q4 		$461K Buy
696
+6
+0.9% +$3.96K 0.19% 94
2025
Q3 		$471K Sell
690
-4
-0.6% -$2.88K 0.21% 82
2025
Q2 		$547K Buy
694
+1
+0.1% +$677 0.29% 58
2025
Q1 		$425K Buy
693
+82
+13% +$49.2K 0.24% 74
2024
Q4 		$384K Buy
611
+44
+8% +$28.1K 0.21% 78
2024
Q3 		$352K Buy
567
+25
+5% +$16K 0.18% 79
2024
Q2 		$356K Buy
542
+9
+2% +$5.58K 0.17% 74
2024
Q1 		$346K Buy
533
+30
+6% +$19.1K 0.16% 74
2023
Q4 		$314K Buy
+503
New +$277K 0.16% 79

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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Traveka Wealth's INTU Position: Q2 2026 in Review

Traveka Wealth sold out of Intuit (INTU) in Q2 2026, closing a stake of 509 shares — an estimated $220K sold.

Traveka Wealth first reported a position in INTU in Q4 2023 and held it in 10 quarters. The position peaked at $547K in Q2 2025. 750 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Traveka Wealth reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Traveka Wealth sold 509 Intuit shares in Q2 2026, an estimated $220K.
  • Traveka Wealth first reported a position in Intuit in Q4 2023 and held it in 10 quarters.
  • Traveka Wealth's Intuit position peaked at $547K in Q2 2025.
  • 750 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.