Balentine LLC’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $545K | Buy |
2,087
+323
| +18% | +$113K | 0.02% | 123 |
|
|
2026
Q1 | $763K | Buy |
1,764
+1,103
| +167% | +$526K | 0.03% | 96 |
|
|
2025
Q4 | $438K | Buy |
661
+241
| +57% | +$159K | 0.02% | 134 |
|
|
2025
Q3 | $287K | Buy |
420
+10
| +2% | +$7.21K | 0.01% | 155 |
|
|
2025
Q2 | $323K | Buy |
+410
| New | +$277K | 0.01% | 127 |
|
|
2024
Q2 | – | Sell |
-2,661
| Closed | -$1.73M | – | 364 |
|
|
2024
Q1 | $1.73M | Buy |
2,661
+829
| +45% | +$529K | 0.05% | 119 |
|
|
2023
Q4 | $1.15M | Buy |
1,832
+445
| +32% | +$245K | 0.04% | 150 |
|
|
2023
Q3 | $709K | Sell |
1,387
-26
| -2% | -$13.2K | 0.02% | 204 |
|
|
2023
Q2 | $647K | Buy |
1,413
+472
| +50% | +$207K | 0.02% | 233 |
|
|
2023
Q1 | $420K | Sell |
941
-308
| -25% | -$126K | 0.01% | 344 |
|
|
2022
Q4 | $486K | Sell |
1,249
-2,478
| -66% | -$983K | 0.02% | 345 |
|
|
2022
Q3 | $1.44M | Buy |
3,727
+1,799
| +93% | +$777K | 0.05% | 117 |
|
|
2022
Q2 | $743K | Buy |
1,928
+270
| +16% | +$112K | 0.03% | 243 |
|
|
2022
Q1 | $797K | Buy |
1,658
+369
| +29% | +$189K | 0.03% | 207 |
|
|
2021
Q4 | $829K | Buy |
1,289
+434
| +51% | +$268K | 0.03% | 105 |
|
|
2021
Q3 | $461K | Buy |
855
+259
| +43% | +$140K | 0.02% | 125 |
|
|
2021
Q2 | $292K | Buy |
+596
| New | +$258K | 0.01% | 118 |
|
|
2020
Q3 | – | Sell |
-344
| Closed | -$102K | – | 499 |
|
|
2020
Q2 | $102K | Sell |
344
-220
| -39% | -$60.4K | 0.01% | 151 |
|
|
2020
Q1 | $130K | Buy |
564
+250
| +80% | +$67.7K | 0.01% | 106 |
|
|
2019
Q4 | $82K | Buy |
314
+280
| +824% | +$73.2K | ﹤0.01% | 138 |
|
|
2019
Q3 | $9K | Hold |
34
| – | – | ﹤0.01% | 363 |
|
|
2019
Q2 | $9K | Buy |
+34
| New | +$8.64K | ﹤0.01% | 332 |
|
|
2018
Q1 | – | Sell |
-43
| Closed | -$7K | – | 278 |
|
|
2017
Q4 | $7K | Hold |
43
| – | – | ﹤0.01% | 490 |
|
|
2017
Q3 | $6K | Hold |
43
| – | – | ﹤0.01% | 499 |
|
|
2017
Q2 | $6K | Hold |
43
| – | – | ﹤0.01% | 481 |
|
|
2017
Q1 | $5K | Buy |
+43
| New | +$5.15K | ﹤0.01% | 467 |
|
Other funds holding INTU
Balentine LLC's INTU Position: Q2 2026 in Review
Balentine LLC increased its Intuit (INTU) stake by 18% in Q2 2026, buying an estimated $113K and bringing the position to 2,087 shares worth $545K. The position accounts for 0.02% of the portfolio, ranked #123.
Balentine LLC first reported a position in INTU in Q1 2017 and has held it in 26 quarters since. The position peaked at $1.73M in Q1 2024. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.
- Balentine LLC held 2,087 shares of Intuit worth $545K as of Q2 2026.
- Balentine LLC bought 323 Intuit shares in Q2 2026, an estimated $113K.
- Intuit made up 0.02% of Balentine LLC's portfolio in Q2 2026, its #123 holding.
- Balentine LLC first reported a position in Intuit in Q1 2017 and has held it in 26 quarters since.
- Balentine LLC's Intuit position peaked at $1.73M in Q1 2024.
- 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.
Based on Balentine LLC's 13F filing for Q2 2026, filed 6 Aug 2026.