VWA
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Valued Wealth Advisors’s Intuit INTU Stock Holding History

Valued Wealth 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 		$3.13K Sell
12
-25
-68% -$8.71K ﹤0.01% 568
2026
Q1 		$16K Buy
37
+8
+28% +$3.82K 0.01% 209
2025
Q4 		$19.2K Sell
29
-1
-3% -$661 0.01% 164
2025
Q3 		$20.5K Hold
30
– – 0.01% 149
2025
Q2 		$23.6K Buy
30
+3
+11% +$2.03K 0.01% 134
2025
Q1 		$16.6K Hold
27
– – 0.01% 171
2024
Q4 		$17K Sell
27
-5
-16% -$3.19K 0.01% 172
2024
Q3 		$19.9K Hold
32
– – 0.01% 149
2024
Q2 		$21K Buy
32
+5
+19% +$3.1K 0.01% 126
2024
Q1 		$17.6K Buy
27
+8
+42% +$5.11K 0.01% 133
2023
Q4 		$9.71K Buy
+19
New +$10.5K 0.01% 119

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

Valued Wealth Advisors's INTU Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Intuit (INTU) stake by 68% in Q2 2026, selling an estimated $8.71K and leaving 12 shares worth $3.13K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Valued Wealth Advisors first reported a position in INTU in Q4 2023 and has held it in 11 quarters since. The position peaked at $23.6K in Q2 2025. 464 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Valued Wealth Advisors held 12 shares of Intuit worth $3.13K as of Q2 2026.
  • Valued Wealth Advisors sold 25 Intuit shares in Q2 2026, an estimated $8.71K.
  • Intuit made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #568 holding.
  • Valued Wealth Advisors first reported a position in Intuit in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Intuit position peaked at $23.6K in Q2 2025.
  • 464 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

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