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Unify Financial Advisors’s Intuit INTU Stock Holding History

Unify Financial 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
-1,010
Closed -$437K – 92
2026
Q1 		$437K Buy
1,010
+201
+25% +$95.9K 0.45% 61
2025
Q4 		$536K Buy
+809
New +$535K 0.56% 48

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
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
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Unify Financial Advisors's INTU Position: Q2 2026 in Review

Unify Financial Advisors sold out of Intuit (INTU) in Q2 2026, closing a stake of 1,010 shares — an estimated $437K sold.

Unify Financial Advisors first reported a position in INTU in Q4 2025 and held it in 2 quarters. The position peaked at $536K in Q4 2025. 395 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Unify Financial Advisors reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Unify Financial Advisors sold 1,010 Intuit shares in Q2 2026, an estimated $437K.
  • Unify Financial Advisors first reported a position in Intuit in Q4 2025 and held it in 2 quarters.
  • Unify Financial Advisors's Intuit position peaked at $536K in Q4 2025.
  • 395 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.