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American Trust’s Intuit INTU Stock Holding History

American 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 		$295K Buy
1,131
+42
+4% +$14.6K 0.02% 245
2026
Q1 		$471K Buy
1,089
+11
+1% +$5.25K 0.04% 165
2025
Q4 		$714K Sell
1,078
-18
-2% -$11.9K 0.06% 138
2025
Q3 		$748K Buy
1,096
+13
+1% +$9.37K 0.06% 140
2025
Q2 		$853K Sell
1,083
-160
-13% -$108K 0.08% 122
2025
Q1 		$763K Sell
1,243
-1,668
-57% -$1M 0.19% 76
2024
Q4 		$1.83M Buy
2,911
+1,097
+60% +$701K 0.14% 93
2024
Q3 		$1.13M Buy
+1,814
New +$1.16M 0.09% 96

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

American Trust's INTU Position: Q2 2026 in Review

American Trust increased its Intuit (INTU) stake by 3.9% in Q2 2026, buying an estimated $14.6K and bringing the position to 1,131 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #245.

American Trust first reported a position in INTU in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.83M in Q4 2024. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • American Trust held 1,131 shares of Intuit worth $295K as of Q2 2026.
  • American Trust bought 42 Intuit shares in Q2 2026, an estimated $14.6K.
  • Intuit made up 0.02% of American Trust's portfolio in Q2 2026, its #245 holding.
  • American Trust first reported a position in Intuit in Q3 2024 and has held it in 8 quarters since.
  • American Trust's Intuit position peaked at $1.83M in Q4 2024.
  • 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.