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Venturi Wealth Management’s Intuit INTU Stock Holding History

Venturi Wealth Management’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 		$664K Sell
2,544
-692
-21% -$241K 0.03% 316
2026
Q1 		$1.4M Sell
3,236
-236
-7% -$113K 0.06% 163
2025
Q4 		$2.3M Buy
3,472
+36
+1% +$23.8K 0.1% 111
2025
Q3 		$2.35M Sell
3,436
-828
-19% -$597K 0.11% 102
2025
Q2 		$3.36M Buy
4,264
+160
+4% +$108K 0.17% 83
2025
Q1 		$2.52M Buy
4,104
+472
+13% +$283K 0.13% 92
2024
Q4 		$2.28M Sell
3,632
-180
-5% -$115K 0.11% 112
2024
Q3 		$2.37M Buy
3,812
+678
+22% +$433K 0.12% 97
2024
Q2 		$2.06M Buy
3,134
+752
+32% +$466K 0.12% 100
2024
Q1 		$1.55M Sell
2,382
-372
-14% -$237K 0.1% 122
2023
Q4 		$1.72M Sell
2,754
-200
-7% -$110K 0.12% 102
2023
Q3 		$1.51M Sell
2,954
-120
-4% -$60.7K 0.12% 104
2023
Q2 		$1.41M Buy
3,074
+81
+3% +$35.5K 0.11% 102
2023
Q1 		$1.33M Sell
2,993
-169
-5% -$69.4K 0.11% 114
2022
Q4 		$1.23M Buy
3,162
+211
+7% +$83.7K 0.11% 128
2022
Q3 		$1.14M Buy
2,951
+312
+12% +$135K 0.11% 114
2022
Q2 		$1.02M Buy
2,639
+49
+2% +$20.3K 0.09% 136
2022
Q1 		$1.25M Buy
2,590
+67
+3% +$34.3K 0.1% 121
2021
Q4 		$1.62M Buy
2,523
+190
+8% +$117K 0.12% 104
2021
Q3 		$1.26M Sell
2,333
-913
-28% -$492K 0.11% 123
2021
Q2 		$1.59M Sell
3,246
-50
-2% -$21.7K 0.14% 99
2021
Q1 		$1.26M Sell
3,296
-318
-9% -$122K 0.12% 124
2020
Q4 		$1.37M Buy
3,614
+260
+8% +$91.3K 0.14% 107
2020
Q3 		$1.09M Buy
3,354
+1,121
+50% +$351K 0.13% 116
2020
Q2 		$661K Buy
2,233
+820
+58% +$225K 0.09% 150
2020
Q1 		$325K Buy
+1,413
New +$383K 0.06% 174

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

Venturi Wealth Management's INTU Position: Q2 2026 in Review

Venturi Wealth Management reduced its Intuit (INTU) stake by 21% in Q2 2026, selling an estimated $241K and leaving 2,544 shares worth $664K. The position accounts for 0.03% of the portfolio, ranked #316.

Venturi Wealth Management first reported a position in INTU in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.36M in Q2 2025. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Venturi Wealth Management held 2,544 shares of Intuit worth $664K as of Q2 2026.
  • Venturi Wealth Management sold 692 Intuit shares in Q2 2026, an estimated $241K.
  • Intuit made up 0.03% of Venturi Wealth Management's portfolio in Q2 2026, its #316 holding.
  • Venturi Wealth Management first reported a position in Intuit in Q1 2020 and has held it in 26 quarters since.
  • Venturi Wealth Management's Intuit position peaked at $3.36M in Q2 2025.
  • 625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.