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Charles Schwab Trust’s Intuit INTU Stock Holding History

Charles Schwab 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 		– Sell
-692
Closed -$299K – 174
2026
Q1 		$299K Buy
+692
New +$330K 0.02% 139
2021
Q1 		– Sell
-543
Closed -$206K – 186
2020
Q4 		$206K Buy
+543
New +$191K 0.05% 181

Other funds holding INTU

Ninety One (UK)
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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Charles Schwab Trust's INTU Position: Q2 2026 in Review

Charles Schwab Trust sold out of Intuit (INTU) in Q2 2026, closing a stake of 692 shares — an estimated $299K sold.

Charles Schwab Trust first reported a position in INTU in Q4 2020 and held it in 2 quarters. The position peaked at $299K in Q1 2026. 649 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Charles Schwab Trust reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Charles Schwab Trust sold 692 Intuit shares in Q2 2026, an estimated $299K.
  • Charles Schwab Trust first reported a position in Intuit in Q4 2020 and held it in 2 quarters.
  • Charles Schwab Trust's Intuit position peaked at $299K in Q1 2026.
  • 649 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Charles Schwab Trust's 13F filing for Q2 2026, filed 10 Jul 2026.