Atwood & Palmer’s Intuit INTU Stock Holding History

Atwood & Palmer’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	$5.74K	Hold	22	–	–	﹤0.01%	401
2026 Q1	$9.51K	Sell	22 -45	-67%	-$21.5K	﹤0.01%	380
2025 Q4	$44.4K	Hold	67	–	–	﹤0.01%	244
2025 Q3	$45.8K	Hold	67	–	–	﹤0.01%	250
2025 Q2	$52.8K	Hold	67	–	–	﹤0.01%	238
2025 Q1	$41.1K	Hold	67	–	–	﹤0.01%	234
2024 Q4	$42.1K	Hold	67	–	–	﹤0.01%	232
2024 Q3	$41.6K	Hold	67	–	–	﹤0.01%	232
2024 Q2	$44K	Sell	67 -2	-3%	-$1.24K	﹤0.01%	232
2024 Q1	$44.9K	Buy	69 +2	+3%	+$1.28K	﹤0.01%	217
2023 Q4	$41.9K	Buy	67 +2	+3%	+$1.1K	﹤0.01%	228
2023 Q3	$33.2K	Hold	65	–	–	﹤0.01%	235
2023 Q2	$29.8K	Hold	65	–	–	﹤0.01%	244
2023 Q1	$29K	Hold	65	–	–	﹤0.01%	239
2022 Q4	$25.3K	Hold	65	–	–	﹤0.01%	265
2022 Q3	$25K	Hold	65	–	–	﹤0.01%	249
2022 Q2	$25K	Buy	65 +45	+225%	+$18.6K	﹤0.01%	268
2022 Q1	$10K	Hold	20	–	–	﹤0.01%	366
2021 Q4	$13K	Buy	+20	New	+$12.3K	﹤0.01%	355
2015 Q1	–	Sell	-250	Closed	-$24K	–	336
2014 Q4	$24K	Hold	250	–	–	﹤0.01%	242
2014 Q3	$22K	Hold	250	–	–	﹤0.01%	253
2014 Q2	$20K	Buy	+250	New	+$19.3K	0.01%	238

Other funds holding INTU

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Atwood & Palmer's INTU Position: Q2 2026 in Review

Atwood & Palmer held its Intuit (INTU) position steady in Q2 2026 at 22 shares worth $5.74K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Atwood & Palmer first reported a position in INTU in Q2 2014 and has held it in 22 quarters since. The position peaked at $52.8K in Q2 2025. 464 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Atwood & Palmer held 22 shares of Intuit worth $5.74K as of Q2 2026.
Atwood & Palmer left its Intuit share count unchanged in Q2 2026.
Intuit made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #401 holding.
Atwood & Palmer first reported a position in Intuit in Q2 2014 and has held it in 22 quarters since.
Atwood & Palmer's Intuit position peaked at $52.8K in Q2 2025.
464 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.