Unique Wealth Strategies’s Intuit INTU Stock Holding History

Unique Wealth Strategies’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	-554	Closed	-$240K	–	247
2026 Q1	$240K	Sell	554 -916	-62%	-$437K	0.1%	195
2025 Q4	$974K	Buy	1,470 +41	+3%	+$27.1K	0.38%	63
2025 Q3	$976K	Buy	1,429 +40	+3%	+$28.8K	0.38%	66
2025 Q2	$1.09M	Buy	1,389 +723	+109%	+$489K	0.46%	54
2025 Q1	$409K	Sell	666 -4	-0.6%	-$2.4K	0.19%	153
2024 Q4	$421K	Sell	670 -728	-52%	-$465K	0.18%	157
2024 Q3	$868K	Sell	1,398 -32	-2%	-$20.4K	0.37%	73
2024 Q2	$929K	Hold	1,430	–	–	0.44%	66
2024 Q1	$929K	Sell	1,430 -413	-22%	-$264K	0.46%	66
2023 Q4	$1.15M	Buy	+1,843	New	+$1.02M	0.77%	33

Other funds holding INTU

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

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

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 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

Unique Wealth Strategies's INTU Position: Q2 2026 in Review

Unique Wealth Strategies sold out of Intuit (INTU) in Q2 2026, closing a stake of 554 shares — an estimated $240K sold.

Unique Wealth Strategies first reported a position in INTU in Q4 2023 and held it in 10 quarters. The position peaked at $1.15M in Q4 2023. 413 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Unique Wealth Strategies reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Unique Wealth Strategies sold 554 Intuit shares in Q2 2026, an estimated $240K.
Unique Wealth Strategies first reported a position in Intuit in Q4 2023 and held it in 10 quarters.
Unique Wealth Strategies's Intuit position peaked at $1.15M in Q4 2023.
413 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.