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Wealth Architects’s Intuit INTU Stock Holding History

Wealth Architects’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 		– Sell
-787
Closed -$340K – 256
2026
Q1 		$340K Sell
787
-118
-13% -$56.3K 0.03% 169
2025
Q4 		$600K Sell
905
-166
-15% -$110K 0.05% 132
2025
Q3 		$732K Sell
1,071
-129
-11% -$93K 0.07% 118
2025
Q2 		$945K Sell
1,200
-8
-0.7% -$5.41K 0.1% 99
2025
Q1 		$742K Buy
1,208
+29
+2% +$17.4K 0.08% 112
2024
Q4 		$741K Sell
1,179
-91
-7% -$58.1K 0.08% 98
2024
Q3 		$789K Buy
1,270
+37
+3% +$23.6K 0.09% 93
2024
Q2 		$810K Buy
1,233
+26
+2% +$16.1K 0.1% 90
2024
Q1 		$785K Sell
1,207
-3
-0.2% -$1.92K 0.1% 90
2023
Q4 		$756K Buy
1,210
+33
+3% +$18.2K 0.11% 86
2023
Q3 		$601K Sell
1,177
-15
-1% -$7.59K 0.1% 94
2023
Q2 		$546K Buy
1,192
+15
+1% +$6.57K 0.09% 101
2023
Q1 		$525K Buy
1,177
+97
+9% +$39.8K 0.09% 99
2022
Q4 		$420K Sell
1,080
-23
-2% -$9.12K 0.08% 114
2022
Q3 		$427K Buy
1,103
+82
+8% +$35.4K 0.09% 103
2022
Q2 		$394K Sell
1,021
-22
-2% -$9.11K 0.08% 116
2022
Q1 		$502K Sell
1,043
-27
-3% -$13.8K 0.09% 113
2021
Q4 		$688K Sell
1,070
-529
-33% -$327K 0.12% 87
2021
Q3 		$863K Buy
1,599
+1,113
+229% +$600K 0.17% 61
2021
Q2 		$238K Buy
+486
New +$211K 0.05% 157
2021
Q1 		– Sell
-593
Closed -$225K – 173
2020
Q4 		$225K Buy
+593
New +$208K 0.05% 141
2020
Q1 		– Sell
-1,361
Closed -$356K – 139
2019
Q4 		$356K Buy
+1,361
New +$356K 0.1% 85

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

Wealth Architects's INTU Position: Q2 2026 in Review

Wealth Architects sold out of Intuit (INTU) in Q2 2026, closing a stake of 787 shares — an estimated $340K sold.

Wealth Architects first reported a position in INTU in Q4 2019 and held it in 22 quarters. The position peaked at $945K in Q2 2025. 665 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Wealth Architects reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Wealth Architects sold 787 Intuit shares in Q2 2026, an estimated $340K.
  • Wealth Architects first reported a position in Intuit in Q4 2019 and held it in 22 quarters.
  • Wealth Architects's Intuit position peaked at $945K in Q2 2025.
  • 665 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

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