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Burney Company’s Intuit INTU Stock Holding History

Burney Company’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 		– Sell
-1,299
Closed -$562K – 631
2026
Q1 		$562K Sell
1,299
-222
-15% -$106K 0.02% 415
2025
Q4 		$1.01M Buy
1,521
+612
+67% +$404K 0.03% 329
2025
Q3 		$621K Buy
909
+363
+66% +$262K 0.02% 383
2025
Q2 		$430K Sell
546
-16
-3% -$10.8K 0.01% 440
2025
Q1 		$345K Buy
562
+136
+32% +$81.7K 0.01% 475
2024
Q4 		$268K Buy
426
+1
+0.2% +$639 0.01% 523
2024
Q3 		$264K Sell
425
-564
-57% -$360K 0.01% 537
2024
Q2 		$650K Sell
989
-7
-0.7% -$4.34K 0.02% 385
2024
Q1 		$647K Sell
996
-98
-9% -$62.6K 0.02% 391
2023
Q4 		$684K Buy
1,094
+13
+1% +$7.17K 0.03% 376
2023
Q3 		$552K Buy
1,081
+51
+5% +$25.8K 0.03% 388
2023
Q2 		$472K Sell
1,030
-135
-12% -$59.1K 0.02% 419
2023
Q1 		$519K Sell
1,165
-828
-42% -$340K 0.03% 400
2022
Q4 		$776K Buy
1,993
+159
+9% +$63.1K 0.04% 332
2022
Q3 		$710K Sell
1,834
-2,003
-52% -$865K 0.04% 356
2022
Q2 		$1.48M Buy
3,837
+3,019
+369% +$1.25M 0.08% 247
2022
Q1 		$393K Sell
818
-7
-0.8% -$3.58K 0.02% 454
2021
Q4 		$531K Sell
825
-364
-31% -$225K 0.02% 413
2021
Q3 		$641K Sell
1,189
-33
-3% -$17.8K 0.03% 382
2021
Q2 		$599K Buy
+1,222
New +$530K 0.03% 401
2020
Q3 		– Sell
-2,147
Closed -$636K – 509
2020
Q2 		$636K Buy
2,147
+289
+16% +$79.3K 0.04% 318
2020
Q1 		$427K Buy
+1,858
New +$503K 0.03% 317
2018
Q3 		– Sell
-1,275
Closed -$260K – 455
2018
Q2 		$260K Buy
1,275
+50
+4% +$9.59K 0.02% 387
2018
Q1 		$212K Buy
+1,225
New +$206K 0.01% 396

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Common Retirement Fund
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)
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

Burney Company's INTU Position: Q2 2026 in Review

Burney Company sold out of Intuit (INTU) in Q2 2026, closing a stake of 1,299 shares — an estimated $562K sold.

Burney Company first reported a position in INTU in Q1 2018 and held it in 24 quarters. The position peaked at $1.48M in Q2 2022. 640 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Burney Company reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Burney Company sold 1,299 Intuit shares in Q2 2026, an estimated $562K.
  • Burney Company first reported a position in Intuit in Q1 2018 and held it in 24 quarters.
  • Burney Company's Intuit position peaked at $1.48M in Q2 2022.
  • 640 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.