Brown Shipley & Co’s Intuit INTU Stock Holding History

Brown Shipley & Co’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 Q3	$53.2K	Hold	193	–	–	0.03%	59
2026 Q2	$50.4K	Hold	193	–	–	0.03%	56
2026 Q1	$83.4K	Hold	193	–	–	0.05%	46
2025 Q4	$128K	Hold	193	–	–	0.07%	43
2025 Q3	$132K	Hold	193	–	–	0.07%	43
2025 Q2	$152K	Hold	193	–	–	0.08%	43
2025 Q1	$118K	Hold	193	–	–	0.07%	44
2024 Q4	$121K	Hold	193	–	–	0.06%	44
2024 Q3	$120K	Hold	193	–	–	0.06%	46
2024 Q2	$127K	Sell	193 -461	-70%	-$286K	0.06%	45
2024 Q1	$418K	Buy	654 +7	+1%	+$4.47K	0.13%	44
2023 Q4	$404K	Sell	647 -741	-53%	-$409K	0.2%	41
2023 Q3	$709K	Sell	1,388 -132	-9%	-$66.8K	0.39%	34
2023 Q2	$696K	Buy	1,520 +689	+83%	+$302K	0.29%	43
2023 Q1	$370K	Buy	+831	New	+$341K	0.24%	43

Other funds holding INTU

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Brown Shipley & Co's INTU Position: Q3 2026 in Review

Brown Shipley & Co held its Intuit (INTU) position steady in Q3 2026 at 193 shares worth $53.2K. The position accounts for 0.03% of the portfolio, ranked #59.

Brown Shipley & Co first reported a position in INTU in Q1 2023 and has held it in 15 quarters since. The position peaked at $709K in Q3 2023. 656 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

Brown Shipley & Co held 193 shares of Intuit worth $53.2K as of Q3 2026.
Brown Shipley & Co left its Intuit share count unchanged in Q3 2026.
Intuit made up 0.03% of Brown Shipley & Co's portfolio in Q3 2026, its #59 holding.
Brown Shipley & Co first reported a position in Intuit in Q1 2023 and has held it in 15 quarters since.
Brown Shipley & Co's Intuit position peaked at $709K in Q3 2023.
656 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Brown Shipley & Co's 13F filing for Q3 2026, filed 9 Oct 2026.