Trueblood Wealth Management’s Intuit INTU Stock Holding History

Trueblood 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	$283K	Sell	1,084 -93	-8%	-$32.4K	0.1%	217
2026 Q1	$509K	Sell	1,177 -973	-45%	-$464K	0.2%	148
2025 Q4	$1.42M	Sell	2,150 -13	-0.6%	-$8.59K	0.56%	57
2025 Q3	$1.48M	Buy	2,163 +118	+6%	+$85.1K	0.58%	55
2025 Q2	$1.61M	Buy	2,045 +105	+5%	+$71.1K	0.67%	37
2025 Q1	$1.19M	Buy	1,940 +210	+12%	+$126K	0.55%	56
2024 Q4	$1.09M	Buy	1,730 +22	+1%	+$14.1K	0.54%	55
2024 Q3	$1.06M	Buy	1,708 +55	+3%	+$35.1K	0.53%	56
2024 Q2	$1.09M	Buy	1,653 +28	+2%	+$17.4K	0.61%	48
2024 Q1	$1.06M	Sell	1,625 -113	-7%	-$72.1K	0.6%	49
2023 Q4	$1.09M	Buy	+1,738	New	+$959K	0.68%	41

Other funds holding INTU

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 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

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

Trueblood Wealth Management reduced its Intuit (INTU) stake by 7.9% in Q2 2026, selling an estimated $32.4K and leaving 1,084 shares worth $283K. The position accounts for 0.1% of the portfolio, ranked #217.

Trueblood Wealth Management first reported a position in INTU in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.61M in Q2 2025. 665 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Trueblood Wealth Management held 1,084 shares of Intuit worth $283K as of Q2 2026.
Trueblood Wealth Management sold 93 Intuit shares in Q2 2026, an estimated $32.4K.
Intuit made up 0.1% of Trueblood Wealth Management's portfolio in Q2 2026, its #217 holding.
Trueblood Wealth Management first reported a position in Intuit in Q4 2023 and has held it in 11 quarters since.
Trueblood Wealth Management's Intuit position peaked at $1.61M in Q2 2025.
665 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.