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Winthrop Advisory Group’s Intuit INTU Stock Holding History

Winthrop Advisory Group’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
-663
Closed -$286K – 230
2026
Q1 		$286K Sell
663
-36
-5% -$17.2K 0.02% 147
2025
Q4 		$461K Sell
699
-44
-6% -$29.1K 0.04% 110
2025
Q3 		$508K Buy
743
+98
+15% +$70.6K 0.04% 104
2025
Q2 		$508K Hold
645
– – 0.05% 98
2025
Q1 		$396K Sell
645
-20
-3% -$12K 0.05% 100
2024
Q4 		$418K Sell
665
-25
-4% -$16K 0.05% 102
2024
Q3 		$428K Sell
690
-4
-0.6% -$2.55K 0.05% 96
2024
Q2 		$456K Sell
694
-4
-0.6% -$2.48K 0.06% 89
2024
Q1 		$454K Sell
698
-21
-3% -$13.4K 0.07% 87
2023
Q4 		$449K Sell
719
-1
-0.1% -$552 0.07% 85
2023
Q3 		$368K Sell
720
-111
-13% -$56.2K 0.06% 88
2023
Q2 		$381K Sell
831
-21
-2% -$9.2K 0.06% 92
2023
Q1 		$380K Sell
852
-2
-0.2% -$821 0.07% 86
2022
Q4 		$332K Hold
854
– – 0.06% 93
2022
Q3 		$331K Sell
854
-55
-6% -$23.8K 0.07% 77
2022
Q2 		$350K Sell
909
-14
-2% -$5.8K 0.08% 79
2022
Q1 		$444K Buy
923
+46
+5% +$23.6K 0.09% 76
2021
Q4 		$564K Hold
877
– – 0.11% 63
2021
Q3 		$473K Sell
877
-5
-0.6% -$2.69K 0.11% 61
2021
Q2 		$432K Sell
882
-13
-1% -$5.64K 0.1% 68
2021
Q1 		$343K Sell
895
-72
-7% -$27.7K 0.08% 86
2020
Q4 		$367K Buy
967
+15
+2% +$5.27K 0.1% 79
2020
Q3 		$316K Buy
952
+1
+0.1% +$313 0.1% 79
2020
Q2 		$288K Buy
951
+16
+2% +$4.39K 0.1% 70
2020
Q1 		$215K Sell
935
-25
-3% -$6.77K 0.09% 78
2019
Q4 		$251K Buy
960
+2
+0.2% +$523 0.09% 91
2019
Q3 		$255K Buy
+958
New +$264K 0.1% 77

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

Winthrop Advisory Group's INTU Position: Q2 2026 in Review

Winthrop Advisory Group sold out of Intuit (INTU) in Q2 2026, closing a stake of 663 shares — an estimated $286K sold.

Winthrop Advisory Group first reported a position in INTU in Q3 2019 and held it in 27 quarters. The position peaked at $564K in Q4 2021. 653 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Winthrop Advisory Group reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Winthrop Advisory Group sold 663 Intuit shares in Q2 2026, an estimated $286K.
  • Winthrop Advisory Group first reported a position in Intuit in Q3 2019 and held it in 27 quarters.
  • Winthrop Advisory Group's Intuit position peaked at $564K in Q4 2021.
  • 653 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.