Brown, Lisle/Cummings’s Intuit INTU Stock Holding History

Brown, Lisle/Cummings’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	$367K	Sell	1,407 -23	-2%	-$8.01K	0.08%	183
2026 Q1	$618K	Buy	1,430 +12	+0.8%	+$5.72K	0.15%	128
2025 Q4	$939K	Buy	1,418 +1,000	+239%	+$661K	0.23%	101
2025 Q3	$285K	Hold	418	–	–	0.07%	185
2025 Q2	$329K	Buy	418 +1	+0.2%	+$677	0.09%	179
2025 Q1	$256K	Buy	417 +7	+2%	+$4.2K	0.07%	186
2024 Q4	$258K	Hold	410	–	–	0.08%	186
2024 Q3	$255K	Hold	410	–	–	0.08%	186
2024 Q2	$269K	Hold	410	–	–	0.09%	179
2024 Q1	$267K	Hold	410	–	–	0.09%	177
2023 Q4	$256K	Buy	410 +10	+3%	+$5.52K	0.1%	176
2023 Q3	$204K	Hold	400	–	–	0.09%	179
2023 Q2	$183K	Hold	400	–	–	0.08%	188
2023 Q1	$178K	Buy	400 +125	+45%	+$51.3K	0.09%	180
2022 Q4	$107K	Hold	275	–	–	0.06%	204
2022 Q3	$107K	Buy	275 +250	+1,000%	+$108K	0.06%	202
2022 Q2	$9.64K	Buy	+25	New	+$10.4K	0.01%	363

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Brown, Lisle/Cummings's INTU Position: Q2 2026 in Review

Brown, Lisle/Cummings reduced its Intuit (INTU) stake by 1.6% in Q2 2026, selling an estimated $8.01K and leaving 1,407 shares worth $367K. The position accounts for 0.08% of the portfolio, ranked #183.

Brown, Lisle/Cummings first reported a position in INTU in Q2 2022 and has held it in 17 quarters since. The position peaked at $939K in Q4 2025. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Brown, Lisle/Cummings held 1,407 shares of Intuit worth $367K as of Q2 2026.
Brown, Lisle/Cummings sold 23 Intuit shares in Q2 2026, an estimated $8.01K.
Intuit made up 0.08% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #183 holding.
Brown, Lisle/Cummings first reported a position in Intuit in Q2 2022 and has held it in 17 quarters since.
Brown, Lisle/Cummings's Intuit position peaked at $939K in Q4 2025.
1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.