3Chopt Investment Partners’s Intuit INTU Stock Holding History

3Chopt Investment 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	–	Sell	-729	Closed	-$315K	–	278
2026 Q1	$315K	Sell	729 -92	-11%	-$43.9K	0.07%	170
2025 Q4	$544K	Buy	821 +148	+22%	+$97.8K	0.12%	140
2025 Q3	$460K	Sell	673 -9	-1%	-$6.49K	0.1%	148
2025 Q2	$537K	Buy	682 +95	+16%	+$64.3K	0.13%	130
2025 Q1	$360K	Buy	+587	New	+$352K	0.09%	160
2024 Q3	–	Sell	-529	Closed	-$348K	–	120
2024 Q2	$348K	Buy	+529	New	+$328K	0.11%	149
2024 Q1	–	Sell	-498	Closed	-$311K	–	111
2023 Q4	$311K	Buy	+498	New	+$275K	0.11%	140

Other funds holding INTU

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

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

3Chopt Investment Partners's INTU Position: Q2 2026 in Review

3Chopt Investment Partners sold out of Intuit (INTU) in Q2 2026, closing a stake of 729 shares — an estimated $315K sold.

3Chopt Investment Partners first reported a position in INTU in Q4 2023 and held it in 7 quarters. The position peaked at $544K in Q4 2025. 653 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

3Chopt Investment Partners reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
3Chopt Investment Partners sold 729 Intuit shares in Q2 2026, an estimated $315K.
3Chopt Investment Partners first reported a position in Intuit in Q4 2023 and held it in 7 quarters.
3Chopt Investment Partners's Intuit position peaked at $544K in Q4 2025.
653 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.