Wellspring Financial Advisors’s Intuit INTU Stock Holding History

Wellspring Financial 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	$214K	Sell	820 -181	-18%	-$63K	0.01%	256
2026 Q1	$433K	Buy	1,001 +115	+13%	+$54.9K	0.03%	169
2025 Q4	$587K	Buy	+886	New	+$585K	0.05%	134
2022 Q2	–	Sell	-351	Closed	-$169K	–	120
2022 Q1	$169K	Buy	351 +6	+2%	+$3.07K	0.05%	98
2021 Q4	$222K	Buy	+345	New	+$213K	0.06%	92

Other funds holding INTU

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 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

Wellspring Financial Advisors's INTU Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Intuit (INTU) stake by 18% in Q2 2026, selling an estimated $63K and leaving 820 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #256.

Wellspring Financial Advisors first reported a position in INTU in Q4 2021 and has held it in 5 quarters since. The position peaked at $587K in Q4 2025. 467 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Wellspring Financial Advisors held 820 shares of Intuit worth $214K as of Q2 2026.
Wellspring Financial Advisors sold 181 Intuit shares in Q2 2026, an estimated $63K.
Intuit made up 0.01% of Wellspring Financial Advisors's portfolio in Q2 2026, its #256 holding.
Wellspring Financial Advisors first reported a position in Intuit in Q4 2021 and has held it in 5 quarters since.
Wellspring Financial Advisors's Intuit position peaked at $587K in Q4 2025.
467 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.