Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-1,949
Closed -$843K 205
2026
Q1
$843K Sell
1,949
-2,083
-52% -$994K 0.12% 97
2025
Q4
$2.67M Sell
4,032
-1,381
-26% -$913K 0.37% 53
2025
Q3
$3.7M Sell
5,413
-16
-0.3% -$11.5K 0.54% 44
2025
Q2
$4.28M Buy
5,429
+270
+5% +$183K 0.69% 38
2025
Q1
$3.17M Buy
5,159
+1,144
+28% +$687K 0.6% 43
2024
Q4
$2.52M Buy
4,015
+322
+9% +$206K 0.53% 42
2024
Q3
$2.29M Buy
3,693
+587
+19% +$375K 0.53% 36
2024
Q2
$2.04M Buy
3,106
+517
+20% +$321K 0.53% 31
2024
Q1
$1.68M Buy
2,589
+806
+45% +$514K 0.48% 31
2023
Q4
$1.11M Buy
1,783
+308
+21% +$170K 0.36% 31
2023
Q3
$754K Buy
1,475
+645
+78% +$326K 0.31% 35
2023
Q2
$380K Buy
830
+200
+32% +$87.6K 0.17% 48
2023
Q1
$281K Buy
630
+86
+16% +$35.3K 0.14% 47
2022
Q4
$212K Buy
+544
New +$216K 0.11% 55

Other funds holding INTU

Unique Wealth's INTU Position: Q2 2026 in Review

Unique Wealth sold out of Intuit (INTU) in Q2 2026, closing a stake of 1,949 shares — an estimated $843K sold.

Unique Wealth first reported a position in INTU in Q4 2022 and held it in 14 quarters. The position peaked at $4.28M in Q2 2025. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Unique Wealth reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Unique Wealth sold 1,949 Intuit shares in Q2 2026, an estimated $843K.
  • Unique Wealth first reported a position in Intuit in Q4 2022 and held it in 14 quarters.
  • Unique Wealth's Intuit position peaked at $4.28M in Q2 2025.
  • 625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.