Adelphi Trust’s Intuit INTU Stock Holding History

Adelphi Trust’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	-1,898	Closed	-$821K	–	121
2026 Q1	$821K	Sell	1,898 -413	-18%	-$197K	0.67%	40
2025 Q4	$1.53M	Buy	+2,311	New	+$1.53M	1.25%	20

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Adelphi Trust's INTU Position: Q2 2026 in Review

Adelphi Trust sold out of Intuit (INTU) in Q2 2026, closing a stake of 1,898 shares — an estimated $821K sold.

Adelphi Trust first reported a position in INTU in Q4 2025 and held it in 2 quarters. The position peaked at $1.53M in Q4 2025. 1,736 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Adelphi Trust reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Adelphi Trust sold 1,898 Intuit shares in Q2 2026, an estimated $821K.
Adelphi Trust first reported a position in Intuit in Q4 2025 and held it in 2 quarters.
Adelphi Trust's Intuit position peaked at $1.53M in Q4 2025.
1,736 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Adelphi Trust's 13F filing for Q2 2026, filed 1 Jul 2026.