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Bartlett & Co Wealth Management’s Intuit INTU Stock Holding History

Bartlett & Co Wealth Management’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 		$25.9M Sell
99,054
-26,524
-21% -$9.24M 0.32% 62
2026
Q1 		$51.1M Sell
125,578
-19,964
-14% -$9.52M 0.65% 42
2025
Q4 		$96.4M Buy
145,542
+13,784
+10% +$9.11M 1.26% 22
2025
Q3 		$90M Buy
131,758
+2,848
+2% +$2.05M 1.19% 22
2025
Q2 		$102M Buy
128,910
+2,898
+2% +$1.96M 1.42% 18
2025
Q1 		$77.4M Buy
126,012
+642
+0.5% +$386K 1.14% 26
2024
Q4 		$78.8M Buy
125,370
+3,976
+3% +$2.54M 1.14% 26
2024
Q3 		$75.4M Buy
121,394
+217
+0.2% +$139K 1.08% 28
2024
Q2 		$79.6M Buy
121,177
+496
+0.4% +$308K 1.21% 26
2024
Q1 		$78.4M Sell
120,681
-1,816
-1% -$1.16M 1.21% 24
2023
Q4 		$76.9M Buy
122,497
+6,050
+5% +$3.34M 1.25% 23
2023
Q3 		$59.5M Buy
116,447
+2,556
+2% +$1.29M 1.07% 27
2023
Q2 		$52.2M Buy
113,891
+14,215
+14% +$6.23M 0.9% 34
2023
Q1 		$44.4M Buy
99,676
+24,752
+33% +$10.2M 0.86% 39
2022
Q4 		$29.2M Buy
74,924
+11,981
+19% +$4.75M 0.59% 51
2022
Q3 		$24.4M Buy
62,943
+41,364
+192% +$17.9M 0.52% 55
2022
Q2 		$8.32M Buy
21,579
+20,447
+1,806% +$8.47M 0.17% 102
2022
Q1 		$544K Sell
1,132
-33
-3% -$16.9K 0.01% 289
2021
Q4 		$749K Buy
1,165
+415
+55% +$256K 0.01% 254
2021
Q3 		$405K Sell
750
-55
-7% -$29.6K 0.01% 270
2021
Q2 		$395K Hold
805
– – 0.01% 278
2021
Q1 		$308K Sell
805
-100
-11% -$38.5K 0.01% 297
2020
Q4 		$344K Buy
905
+5
+0.6% +$1.76K 0.01% 284
2020
Q3 		$294K Sell
900
-225
-20% -$70.4K 0.01% 277
2020
Q2 		$333K Hold
1,125
– – 0.01% 267
2020
Q1 		$259K Sell
1,125
-25
-2% -$6.77K 0.01% 279
2019
Q4 		$301K Hold
1,150
– – 0.01% 290
2019
Q3 		$306K Buy
1,150
+1,147
+38,233% +$316K 0.01% 290
2019
Q2 		$784 Buy
+3
New +$762 ﹤0.01% 710

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Bartlett & Co Wealth Management's INTU Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its Intuit (INTU) stake by 21% in Q2 2026, selling an estimated $9.24M and leaving 99,054 shares worth $25.9M. The position accounts for 0.32% of the portfolio, ranked #62.

Bartlett & Co Wealth Management first reported a position in INTU in Q2 2019 and has held it in 29 quarters since. The position peaked at $102M in Q2 2025. 564 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Bartlett & Co Wealth Management held 99,054 shares of Intuit worth $25.9M as of Q2 2026.
  • Bartlett & Co Wealth Management sold 26,524 Intuit shares in Q2 2026, an estimated $9.24M.
  • Intuit made up 0.32% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Bartlett & Co Wealth Management first reported a position in Intuit in Q2 2019 and has held it in 29 quarters since.
  • Bartlett & Co Wealth Management's Intuit position peaked at $102M in Q2 2025.
  • 564 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.