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United Asset Strategies’s Intuit INTU Stock Holding History

United Asset 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 		$727K Buy
2,785
+764
+38% +$266K 0.05% 176
2026
Q1 		$874K Sell
2,021
-15
-0.7% -$7.16K 0.07% 150
2025
Q4 		$1.35M Buy
2,036
+20
+1% +$13.2K 0.1% 128
2025
Q3 		$1.38M Sell
2,016
-51
-2% -$36.8K 0.11% 120
2025
Q2 		$1.63M Buy
2,067
+5
+0.2% +$3.38K 0.14% 110
2025
Q1 		$1.27M Buy
2,062
+156
+8% +$93.7K 0.12% 128
2024
Q4 		$1.2M Buy
1,906
+113
+6% +$72.2K 0.11% 128
2024
Q3 		$1.11M Buy
1,793
+109
+6% +$69.6K 0.1% 135
2024
Q2 		$1.11M Buy
1,684
+86
+5% +$53.3K 0.11% 130
2024
Q1 		$1.04M Buy
1,598
+120
+8% +$76.6K 0.1% 142
2023
Q4 		$924K Buy
1,478
+65
+5% +$35.9K 0.1% 142
2023
Q3 		$722K Buy
1,413
+12
+0.9% +$6.07K 0.09% 148
2023
Q2 		$642K Buy
+1,401
New +$614K 0.08% 155
2022
Q1 		– Sell
-2,397
Closed -$1.54M – 223
2021
Q4 		$1.54M Buy
2,397
+99
+4% +$61.1K 0.18% 99
2021
Q3 		$1.24M Buy
+2,298
New +$1.24M 0.16% 103

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
New York State Common Retirement Fund
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)
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

United Asset Strategies's INTU Position: Q2 2026 in Review

United Asset Strategies increased its Intuit (INTU) stake by 38% in Q2 2026, buying an estimated $266K and bringing the position to 2,785 shares worth $727K. The position accounts for 0.05% of the portfolio, ranked #176.

United Asset Strategies first reported a position in INTU in Q3 2021 and has held it in 15 quarters since. The position peaked at $1.63M in Q2 2025. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • United Asset Strategies held 2,785 shares of Intuit worth $727K as of Q2 2026.
  • United Asset Strategies bought 764 Intuit shares in Q2 2026, an estimated $266K.
  • Intuit made up 0.05% of United Asset Strategies's portfolio in Q2 2026, its #176 holding.
  • United Asset Strategies first reported a position in Intuit in Q3 2021 and has held it in 15 quarters since.
  • United Asset Strategies's Intuit position peaked at $1.63M in Q2 2025.
  • 625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.