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True Wealth Design’s Intuit INTU Stock Holding History

True Wealth Design’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 		$50.1K Buy
192
+86
+81% +$30K 0.01% 486
2026
Q1 		$45.8K Buy
106
+72
+212% +$34.3K 0.01% 427
2025
Q4 		$22.5K Sell
34
-15
-31% -$9.91K 0.01% 571
2025
Q3 		$33.2K Buy
49
+12
+32% +$8.65K 0.01% 437
2025
Q2 		$28.8K Buy
37
+27
+270% +$18.3K 0.01% 306
2025
Q1 		$5.88K Buy
10
+2
+25% +$1.2K ﹤0.01% 635
2024
Q4 		$4.76K Buy
8
+3
+60% +$1.92K ﹤0.01% 545
2024
Q3 		$3.1K Hold
5
– – ﹤0.01% 681
2024
Q2 		$3.29K Hold
5
– – ﹤0.01% 306
2024
Q1 		$3.25K Buy
5
+2
+67% +$1.28K ﹤0.01% 304
2023
Q4 		$1.88K Buy
3
+1
+50% +$552 ﹤0.01% 311
2023
Q3 		$1.02K Hold
2
– – ﹤0.01% 319
2023
Q2 		$917 Hold
2
– – ﹤0.01% 338
2023
Q1 		$892 Hold
2
– – ﹤0.01% 423
2022
Q4 		$778 Buy
+2
New +$793 ﹤0.01% 371

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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

True Wealth Design's INTU Position: Q2 2026 in Review

True Wealth Design increased its Intuit (INTU) stake by 81% in Q2 2026, buying an estimated $30K and bringing the position to 192 shares worth $50.1K. The position accounts for 0.01% of the portfolio, ranked #486.

True Wealth Design first reported a position in INTU in Q4 2022 and has held it in 15 quarters since. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • True Wealth Design held 192 shares of Intuit worth $50.1K as of Q2 2026.
  • True Wealth Design bought 86 Intuit shares in Q2 2026, an estimated $30K.
  • Intuit made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #486 holding.
  • True Wealth Design first reported a position in Intuit in Q4 2022 and has held it in 15 quarters since.
  • 625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.