BST
INTU icon

Bath Savings Trust’s Intuit INTU Stock Holding History

Bath Savings Trust’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 		$12.6M Sell
48,097
-1,842
-4% -$642K 1.3% 19
2026
Q1 		$21.6M Sell
49,939
-1,690
-3% -$806K 2.31% 12
2025
Q4 		$34.2M Buy
51,629
+656
+1% +$433K 3.41% 7
2025
Q3 		$34.8M Buy
50,973
+1,071
+2% +$772K 3.45% 7
2025
Q2 		$39.3M Buy
49,902
+214
+0.4% +$145K 3.98% 6
2025
Q1 		$30.5M Buy
49,688
+10
+0% +$6K 3.16% 6
2024
Q4 		$31.2M Buy
49,678
+55
+0.1% +$35.1K 3.17% 7
2024
Q3 		$30.8M Buy
49,623
+415
+0.8% +$265K 3.06% 7
2024
Q2 		$32.3M Buy
49,208
+4
+0% +$2.48K 3.44% 7
2024
Q1 		$32M Buy
49,204
+49
+0.1% +$31.3K 3.39% 6
2023
Q4 		$30.7M Buy
49,155
+1,689
+4% +$932K 3.44% 6
2023
Q3 		$24.3M Buy
47,466
+1,245
+3% +$630K 2.98% 8
2023
Q2 		$21.2M Buy
46,221
+2,007
+5% +$879K 2.47% 10
2023
Q1 		$19.7M Buy
44,214
+1,773
+4% +$728K 2.43% 10
2022
Q4 		$16.5M Buy
42,441
+1,736
+4% +$689K 2.13% 15
2022
Q3 		$15.8M Buy
40,705
+1,103
+3% +$476K 2.19% 13
2022
Q2 		$15.3M Buy
39,602
+528
+1% +$219K 2.01% 17
2022
Q1 		$18.8M Sell
39,074
-681
-2% -$349K 2.14% 14
2021
Q4 		$25.6M Sell
39,755
-3,587
-8% -$2.21M 2.66% 9
2021
Q3 		$23.4M Sell
43,342
-1,588
-4% -$856K 2.7% 9
2021
Q2 		$22M Sell
44,930
-1,294
-3% -$561K 2.6% 9
2021
Q1 		$17.7M Sell
46,224
-441
-0.9% -$170K 2.26% 11
2020
Q4 		$17.7M Sell
46,665
-206
-0.4% -$72.3K 2.34% 12
2020
Q3 		$15.3M Sell
46,871
-1,498
-3% -$469K 2.51% 11
2020
Q2 		$14.3M Sell
48,369
-392
-0.8% -$108K 2.59% 11
2020
Q1 		$11.2M Sell
48,761
-445
-0.9% -$120K 2.43% 12
2019
Q4 		$12.9M Sell
49,206
-941
-2% -$246K 2.33% 14
2019
Q3 		$13.3M Sell
50,147
-1,172
-2% -$322K 2.56% 11
2019
Q2 		$13.4M Sell
51,319
-1,125
-2% -$286K 2.67% 10
2019
Q1 		$13.7M Sell
52,444
-1,070
-2% -$247K 2.89% 10
2018
Q4 		$10.5M Sell
53,514
-1,240
-2% -$258K 2.61% 10
2018
Q3 		$12.5M Sell
54,754
-2,635
-5% -$566K 2.72% 9
2018
Q2 		$11.7M Sell
57,389
-2,123
-4% -$407K 2.76% 9
2018
Q1 		$10.3M Sell
59,512
-2,990
-5% -$503K 2.58% 9
2017
Q4 		$9.86M Sell
62,502
-2,460
-4% -$375K 2.48% 10
2017
Q3 		$9.23M Sell
64,962
-1,203
-2% -$166K 2.47% 11
2017
Q2 		$8.79M Sell
66,165
-535
-0.8% -$69.4K 2.44% 12
2017
Q1 		$7.74M Sell
66,700
-203
-0.3% -$24.3K 2.26% 17
2016
Q4 		$7.67M Buy
66,903
+5,470
+9% +$612K 2.36% 13
2016
Q3 		$6.76M Sell
61,433
-440
-0.7% -$49.2K 2.11% 15
2016
Q2 		$6.91M Sell
61,873
-118
-0.2% -$12.3K 2.16% 14
2016
Q1 		$6.45M Sell
61,991
-201
-0.3% -$19.4K 2.08% 17
2015
Q4 		$6M Sell
62,192
-150
-0.2% -$14.5K 2.02% 14
2015
Q3 		$5.53M Sell
62,342
-230
-0.4% -$22.3K 1.95% 14
2015
Q2 		$6.3M Sell
62,572
-3,087
-5% -$315K 2.15% 12
2015
Q1 		$6.37M Sell
65,659
-1,738
-3% -$161K 2.15% 12
2014
Q4 		$6.21M Buy
67,397
+635
+1% +$56.5K 2.14% 12
2014
Q3 		$5.85M Sell
66,762
-93
-0.1% -$7.73K 2.21% 13
2014
Q2 		$5.38M Sell
66,855
-1,550
-2% -$120K 2.05% 13
2014
Q1 		$5.32M Buy
68,405
+425
+0.6% +$32.4K 2.1% 13
2013
Q4 		$5.19M Buy
67,980
+3,210
+5% +$231K 2.08% 13
2013
Q3 		$4.29M Buy
64,770
+4,765
+8% +$307K 1.88% 17
2013
Q2 		$3.66M Buy
+60,005
New +$3.63M 1.71% 21

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

Bath Savings Trust's INTU Position: Q2 2026 in Review

Bath Savings Trust reduced its Intuit (INTU) stake by 3.7% in Q2 2026, selling an estimated $642K and leaving 48,097 shares worth $12.6M. The position accounts for 1.3% of the portfolio, ranked #19.

Bath Savings Trust first reported a position in INTU in Q2 2013 and has held it in 53 quarters since. The position peaked at $39.3M in Q2 2025. 556 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Bath Savings Trust held 48,097 shares of Intuit worth $12.6M as of Q2 2026.
  • Bath Savings Trust sold 1,842 Intuit shares in Q2 2026, an estimated $642K.
  • Intuit made up 1.3% of Bath Savings Trust's portfolio in Q2 2026, its #19 holding.
  • Bath Savings Trust first reported a position in Intuit in Q2 2013 and has held it in 53 quarters since.
  • Bath Savings Trust's Intuit position peaked at $39.3M in Q2 2025.
  • 556 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Bath Savings Trust's 13F filing for Q2 2026, filed 9 Jul 2026.