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Wealthcare Advisory Partners’s Intuit INTU Stock Holding History

Wealthcare Advisory Partners’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 		$246K Sell
941
-196
-17% -$68.3K ﹤0.01% 955
2026
Q1 		$491K Buy
1,137
+560
+97% +$267K 0.01% 703
2025
Q4 		$382K Buy
577
+47
+9% +$31.1K 0.01% 782
2025
Q3 		$362K Sell
530
-46
-8% -$33.2K 0.01% 780
2025
Q2 		$454K Sell
576
-6
-1% -$4.06K 0.01% 669
2025
Q1 		$357K Sell
582
-79
-12% -$47.4K 0.01% 679
2024
Q4 		$415K Sell
661
-111
-14% -$70.9K 0.01% 620
2024
Q3 		$479K Sell
772
-117
-13% -$74.7K 0.01% 579
2024
Q2 		$584K Buy
889
+96
+12% +$59.5K 0.02% 503
2024
Q1 		$515K Buy
793
+152
+24% +$97K 0.02% 534
2023
Q4 		$401K Buy
641
+84
+15% +$46.3K 0.02% 527
2023
Q3 		$285K Sell
557
-21
-4% -$10.6K 0.01% 563
2023
Q2 		$265K Hold
578
– – 0.01% 600
2023
Q1 		$258K Sell
578
-14
-2% -$5.75K 0.01% 629
2022
Q4 		$230K Buy
592
+32
+6% +$12.7K 0.01% 613
2022
Q3 		$217K Buy
+560
New +$242K 0.01% 555
2022
Q1 		– Sell
-568
Closed -$366K – 567
2021
Q4 		$366K Buy
+568
New +$351K 0.02% 397
2021
Q2 		– Sell
-180
Closed -$69K – 1186
2021
Q1 		$69K Buy
+180
New +$69.3K 0.01% 783
2020
Q2 		– Sell
-154
Closed -$35K – 841
2020
Q1 		$35K Buy
154
+5
+3% +$1.35K 0.01% 588
2019
Q4 		$39K Hold
149
– – 0.01% 604
2019
Q3 		$40K Hold
149
– – 0.01% 583
2019
Q2 		$39K Hold
149
– – 0.01% 560
2019
Q1 		$39K Hold
149
– – 0.01% 516
2018
Q4 		$29K Buy
149
+1
+0.7% +$208 0.01% 552
2018
Q3 		$34K Hold
148
– – 0.01% 552
2018
Q2 		$30K Buy
148
+81
+121% +$15.5K 0.01% 567
2018
Q1 		$12K Sell
67
-90
-57% -$15.1K ﹤0.01% 686
2017
Q4 		$25K Buy
+157
New +$23.9K 0.01% 495

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

Wealthcare Advisory Partners's INTU Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Intuit (INTU) stake by 17% in Q2 2026, selling an estimated $68.3K and leaving 941 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #955.

Wealthcare Advisory Partners first reported a position in INTU in Q4 2017 and has held it in 28 quarters since. The position peaked at $584K in Q2 2024. 665 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Wealthcare Advisory Partners held 941 shares of Intuit worth $246K as of Q2 2026.
  • Wealthcare Advisory Partners sold 196 Intuit shares in Q2 2026, an estimated $68.3K.
  • Intuit made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #955 holding.
  • Wealthcare Advisory Partners first reported a position in Intuit in Q4 2017 and has held it in 28 quarters since.
  • Wealthcare Advisory Partners's Intuit position peaked at $584K in Q2 2024.
  • 665 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.