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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
Q1 		– Sell
-100
Closed -$66.2K – 231
2025
Q4 		$66.2K Buy
+100
New +$66.1K 0.03% 203

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

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. 451 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.
  • 451 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.