Asset Dedication LLC’s Intuit INTU Stock Holding History

Asset Dedication LLC’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	$100K	Sell	383 -651	-63%	-$227K	0.01%	400
2026 Q1	$447K	Sell	1,034 -826	-44%	-$394K	0.03%	234
2025 Q4	$1.23M	Sell	1,860 -219	-11%	-$145K	0.08%	149
2025 Q3	$1.42M	Sell	2,079 -35	-2%	-$25.2K	0.1%	127
2025 Q2	$1.67M	Buy	2,114 +68	+3%	+$46K	0.12%	109
2025 Q1	$1.26M	Sell	2,046 -127	-6%	-$76.3K	0.1%	130
2024 Q4	$1.37M	Sell	2,173 -1,633	-43%	-$1.04M	0.11%	119
2024 Q3	$2.36M	Sell	3,806 -1,115	-23%	-$712K	0.16%	106
2024 Q2	$3.23M	Sell	4,921 -282	-5%	-$175K	0.22%	87
2024 Q1	$3.4M	Sell	5,203 -590	-10%	-$377K	0.25%	82
2023 Q4	$3.66M	Buy	5,793 +52	+0.9%	+$28.7K	0.3%	70
2023 Q3	$3M	Buy	5,741 +11	+0.2%	+$5.57K	0.26%	79
2023 Q2	$2.6M	Buy	5,730 +307	+6%	+$134K	0.22%	88
2023 Q1	$2.41M	Buy	5,423 +1,004	+23%	+$412K	0.22%	91
2022 Q4	$1.73M	Sell	4,419 -784	-15%	-$311K	0.18%	110
2022 Q3	$2.01M	Buy	+5,203	New	+$2.25M	0.22%	91
2022 Q2	–	Sell	-2,918	Closed	-$1.37M	–	717
2022 Q1	$1.37M	Buy	2,918 +1,953	+202%	+$1M	0.15%	123
2021 Q4	$622K	Buy	965 +344	+55%	+$212K	0.07%	178
2021 Q3	$335K	Sell	621 -14	-2%	-$7.54K	0.04%	220
2021 Q2	$310K	Buy	635 +257	+68%	+$111K	0.05%	222
2021 Q1	$144K	Sell	378 -215	-36%	-$82.8K	0.03%	256
2020 Q4	$224K	Hold	593	–	–	0.04%	229
2020 Q3	$193K	Buy	593 +237	+67%	+$74.2K	0.04%	232
2020 Q2	$106K	Sell	356 -105	-23%	-$28.8K	0.03%	257
2020 Q1	$106K	Buy	461 +71	+18%	+$19.2K	0.03%	253
2019 Q4	$103K	Buy	390 +7	+2%	+$1.83K	0.03%	236
2019 Q3	$102K	Hold	383	–	–	0.03%	223
2019 Q2	$100K	Hold	383	–	–	0.03%	221
2019 Q1	$100K	Hold	383	–	–	0.03%	217
2018 Q4	$75K	Sell	383 -112	-23%	-$23.3K	0.03%	224
2018 Q3	$113K	Sell	495 -29	-6%	-$6.23K	0.04%	191
2018 Q2	$106K	Buy	524 +41	+8%	+$7.86K	0.04%	200
2018 Q1	$84K	Hold	483	–	–	0.04%	188
2017 Q4	$76K	Hold	483	–	–	0.03%	205
2017 Q3	$69K	Hold	483	–	–	0.03%	181
2017 Q2	$64K	Hold	483	–	–	0.03%	194
2017 Q1	$56K	Buy	483 +300	+164%	+$36K	0.03%	203
2016 Q4	$21K	Hold	183	–	–	0.01%	250
2016 Q3	$20K	Hold	183	–	–	0.01%	247
2016 Q2	$20K	Sell	183 -6	-3%	-$627	0.01%	235
2016 Q1	$20K	Hold	189	–	–	0.01%	237
2015 Q4	$18K	Buy	+189	New	+$18.3K	0.01%	330

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

Asset Dedication LLC's INTU Position: Q2 2026 in Review

Asset Dedication LLC reduced its Intuit (INTU) stake by 63% in Q2 2026, selling an estimated $227K and leaving 383 shares worth $100K. The position accounts for 0.01% of the portfolio, ranked #400.

Asset Dedication LLC first reported a position in INTU in Q4 2015 and has held it in 42 quarters since. The position peaked at $3.66M in Q4 2023. 665 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Asset Dedication LLC held 383 shares of Intuit worth $100K as of Q2 2026.
Asset Dedication LLC sold 651 Intuit shares in Q2 2026, an estimated $227K.
Intuit made up 0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #400 holding.
Asset Dedication LLC first reported a position in Intuit in Q4 2015 and has held it in 42 quarters since.
Asset Dedication LLC's Intuit position peaked at $3.66M in Q4 2023.
665 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.