Bond & Devick Financial Network’s Intuit INTU Stock Holding History

Bond & Devick Financial Network’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	$236K	Hold	904	–	–	0.06%	184
2026 Q1	$391K	Hold	904	–	–	0.11%	115
2025 Q4	$599K	Sell	904 -1	-0.1%	-$661	0.17%	82
2025 Q3	$618K	Buy	905 +1	+0.1%	+$721	0.19%	75
2025 Q2	$712K	Hold	904	–	–	0.24%	68
2025 Q1	$555K	Hold	904	–	–	0.2%	76
2024 Q4	$561K	Hold	904	–	–	0.24%	75
2024 Q3	$561K	Hold	904	–	–	0.24%	75
2024 Q2	$594K	Hold	904	–	–	0.32%	62
2024 Q1	$588K	Buy	904 +4	+0.4%	+$2.55K	0.32%	62
2023 Q4	$563K	Hold	900	–	–	0.32%	61
2023 Q3	$460K	Hold	900	–	–	0.3%	68
2023 Q2	$412K	Hold	900	–	–	0.26%	77
2023 Q1	$401K	Hold	900	–	–	0.26%	77
2022 Q4	$350K	Hold	900	–	–	0.25%	86
2022 Q3	$349K	Hold	900	–	–	0.29%	76
2022 Q2	$347K	Hold	900	–	–	0.3%	78
2022 Q1	$433K	Sell	900 -100	-10%	-$51.2K	0.35%	67
2021 Q4	$643K	Hold	1,000	–	–	0.48%	49
2021 Q3	$540K	Hold	1,000	–	–	0.45%	52
2021 Q2	$490K	Sell	1,000 -57	-5%	-$24.7K	0.4%	55
2021 Q1	$405K	Sell	1,057 -100	-9%	-$38.5K	0.37%	66
2020 Q4	$439K	Buy	+1,157	New	+$406K	0.5%	53

Other funds holding INTU

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

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Bond & Devick Financial Network's INTU Position: Q2 2026 in Review

Bond & Devick Financial Network held its Intuit (INTU) position steady in Q2 2026 at 904 shares worth $236K. The position accounts for 0.06% of the portfolio, ranked #184.

Bond & Devick Financial Network first reported a position in INTU in Q4 2020 and has held it in 23 quarters since. The position peaked at $712K in Q2 2025. 665 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Bond & Devick Financial Network held 904 shares of Intuit worth $236K as of Q2 2026.
Bond & Devick Financial Network left its Intuit share count unchanged in Q2 2026.
Intuit made up 0.06% of Bond & Devick Financial Network's portfolio in Q2 2026, its #184 holding.
Bond & Devick Financial Network first reported a position in Intuit in Q4 2020 and has held it in 23 quarters since.
Bond & Devick Financial Network's Intuit position peaked at $712K in Q2 2025.
665 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.