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Ballentine Partners’s Intuit INTU Stock Holding History

Ballentine Partners’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 		$1.11M Buy
4,267
+505
+13% +$176K 0.01% 345
2026
Q1 		$1.63M Sell
3,762
-1,516
-29% -$723K 0.02% 237
2025
Q4 		$3.5M Buy
5,278
+87
+2% +$57.5K 0.05% 126
2025
Q3 		$3.54M Sell
5,191
-19
-0.4% -$13.7K 0.05% 125
2025
Q2 		$4.1M Buy
5,210
+774
+17% +$524K 0.06% 103
2025
Q1 		$2.72M Buy
4,436
+754
+20% +$453K 0.05% 143
2024
Q4 		$2.31M Sell
3,682
-123
-3% -$78.6K 0.04% 154
2024
Q3 		$2.36M Buy
3,805
+810
+27% +$517K 0.04% 151
2024
Q2 		$1.97M Sell
2,995
-374
-11% -$232K 0.04% 162
2024
Q1 		$2.19M Buy
3,369
+567
+20% +$362K 0.04% 143
2023
Q4 		$1.75M Buy
2,802
+499
+22% +$275K 0.04% 161
2023
Q3 		$1.18M Buy
2,303
+78
+4% +$39.5K 0.03% 181
2023
Q2 		$1.02M Buy
2,225
+69
+3% +$30.2K 0.02% 197
2023
Q1 		$961K Buy
2,156
+113
+6% +$46.4K 0.02% 197
2022
Q4 		$795K Buy
2,043
+51
+3% +$20.2K 0.02% 204
2022
Q3 		$771K Buy
1,992
+609
+44% +$263K 0.03% 181
2022
Q2 		$533K Buy
1,383
+141
+11% +$58.4K 0.02% 234
2022
Q1 		$597K Sell
1,242
-19
-2% -$9.73K 0.02% 237
2021
Q4 		$810K Sell
1,261
-87
-6% -$53.7K 0.02% 209
2021
Q3 		$727K Buy
1,348
+12
+0.9% +$6.47K 0.02% 188
2021
Q2 		$655K Buy
1,336
+19
+1% +$8.24K 0.02% 199
2021
Q1 		$505K Sell
1,317
-10
-0.8% -$3.85K 0.02% 221
2020
Q4 		$504K Buy
1,327
+165
+14% +$57.9K 0.02% 219
2020
Q3 		$379K Buy
1,162
+3
+0.3% +$939 0.02% 244
2020
Q2 		$344K Sell
1,159
-22
-2% -$6.04K 0.02% 242
2020
Q1 		$271K Buy
1,181
+35
+3% +$9.48K 0.02% 265
2019
Q4 		$301K Buy
1,146
+22
+2% +$5.75K 0.01% 304
2019
Q3 		$300K Sell
1,124
-110
-9% -$30.3K 0.01% 292
2019
Q2 		$323K Buy
1,234
+250
+25% +$63.5K 0.02% 278
2019
Q1 		$257K Buy
+984
New +$227K 0.01% 270
2018
Q4 		– Sell
-950
Closed -$216K – 367
2018
Q3 		$216K Sell
950
-30
-3% -$6.45K 0.01% 325
2018
Q2 		$200K Buy
+980
New +$188K 0.01% 322

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Handelsbanken Fonder
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ballentine Partners's INTU Position: Q2 2026 in Review

Ballentine Partners increased its Intuit (INTU) stake by 13% in Q2 2026, buying an estimated $176K and bringing the position to 4,267 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #345.

Ballentine Partners first reported a position in INTU in Q2 2018 and has held it in 32 quarters since. The position peaked at $4.1M in Q2 2025. 248 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Ballentine Partners held 4,267 shares of Intuit worth $1.11M as of Q2 2026.
  • Ballentine Partners bought 505 Intuit shares in Q2 2026, an estimated $176K.
  • Intuit made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #345 holding.
  • Ballentine Partners first reported a position in Intuit in Q2 2018 and has held it in 32 quarters since.
  • Ballentine Partners's Intuit position peaked at $4.1M in Q2 2025.
  • 248 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.