ZF
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Zhang Financial’s Intuit INTU Stock Holding History

Zhang Financial’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 		$421K Sell
1,611
-222
-12% -$77.3K 0.01% 284
2026
Q1 		$793K Sell
1,833
-121
-6% -$57.7K 0.03% 211
2025
Q4 		$1.29M Buy
1,954
+17
+0.9% +$11.2K 0.05% 157
2025
Q3 		$1.32M Buy
1,937
+21
+1% +$15.1K 0.05% 152
2025
Q2 		$1.51M Buy
1,916
+135
+8% +$91.4K 0.07% 135
2025
Q1 		$1.09M Buy
1,781
+1,456
+448% +$874K 0.06% 151
2024
Q4 		$204K Buy
+325
New +$208K 0.01% 285

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Zhang Financial's INTU Position: Q2 2026 in Review

Zhang Financial reduced its Intuit (INTU) stake by 12% in Q2 2026, selling an estimated $77.3K and leaving 1,611 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #284.

Zhang Financial first reported a position in INTU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.51M in Q2 2025. 705 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Zhang Financial held 1,611 shares of Intuit worth $421K as of Q2 2026.
  • Zhang Financial sold 222 Intuit shares in Q2 2026, an estimated $77.3K.
  • Intuit made up 0.01% of Zhang Financial's portfolio in Q2 2026, its #284 holding.
  • Zhang Financial first reported a position in Intuit in Q4 2024 and has held it in 7 quarters since.
  • Zhang Financial's Intuit position peaked at $1.51M in Q2 2025.
  • 705 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.