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VSM Wealth Advisory’s Intuit INTU Stock Holding History

VSM Wealth Advisory’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 		$14.6K Hold
56
– – ﹤0.01% 335
2026
Q1 		$24.2K Hold
56
– – 0.01% 276
2025
Q4 		$37.1K Hold
56
– – 0.01% 225
2025
Q3 		$38.2K Hold
56
– – 0.01% 214
2025
Q2 		$44.1K Hold
56
– – 0.01% 223
2025
Q1 		$34.4K Hold
56
– – 0.01% 230
2024
Q4 		$35.2K Buy
+56
New +$35.8K 0.01% 225

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

VSM Wealth Advisory's INTU Position: Q2 2026 in Review

VSM Wealth Advisory held its Intuit (INTU) position steady in Q2 2026 at 56 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

VSM Wealth Advisory first reported a position in INTU in Q4 2024 and has held it in 7 quarters since. The position peaked at $44.1K in Q2 2025. 657 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • VSM Wealth Advisory held 56 shares of Intuit worth $14.6K as of Q2 2026.
  • VSM Wealth Advisory left its Intuit share count unchanged in Q2 2026.
  • Intuit made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #335 holding.
  • VSM Wealth Advisory first reported a position in Intuit in Q4 2024 and has held it in 7 quarters since.
  • VSM Wealth Advisory's Intuit position peaked at $44.1K in Q2 2025.
  • 657 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.