Chesley Taft & Associates’s Intuit INTU Stock Holding History

Chesley Taft & Associates’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	$588K	Buy	2,252 +673	+43%	+$234K	0.02%	267
2026 Q1	$683K	Sell	1,579 -794	-33%	-$379K	0.03%	251
2025 Q4	$1.57M	Buy	2,373 +3	+0.1%	+$1.98K	0.06%	179
2025 Q3	$1.62M	Buy	2,370 +6	+0.3%	+$4.33K	0.07%	168
2025 Q2	$1.86M	Buy	2,364 +4	+0.2%	+$2.71K	0.08%	157
2025 Q1	$1.45M	Sell	2,360 -85	-3%	-$51K	0.07%	171
2024 Q4	$1.54M	Sell	2,445 -875	-26%	-$559K	0.07%	163
2024 Q3	$2.06M	Sell	3,320 -3,705	-53%	-$2.36M	0.1%	140
2024 Q2	$4.62M	Sell	7,025 -275	-4%	-$171K	0.23%	81
2024 Q1	$4.75M	Sell	7,300 -80	-1%	-$51.1K	0.24%	81
2023 Q4	$4.61M	Sell	7,380 -45	-0.6%	-$24.8K	0.26%	77
2023 Q3	$3.79M	Sell	7,425 -675	-8%	-$342K	0.25%	86
2023 Q2	$3.71M	Buy	8,100 +35	+0.4%	+$15.3K	0.23%	92
2023 Q1	$3.6M	Buy	8,065 +280	+4%	+$115K	0.24%	95
2022 Q4	$3.03M	Buy	7,785 +345	+5%	+$137K	0.21%	109
2022 Q3	$2.88M	Buy	7,440 +3,515	+90%	+$1.52M	0.21%	103
2022 Q2	$1.51M	Hold	3,925	–	–	0.1%	141
2022 Q1	$1.81M	Sell	3,925 -200	-5%	-$102K	0.11%	143
2021 Q4	$2.65M	Hold	4,125	–	–	0.14%	125
2021 Q3	$2.23M	Sell	4,125 -25	-0.6%	-$13.5K	0.13%	132
2021 Q2	$2.03M	Hold	4,150	–	–	0.12%	136
2021 Q1	$1.67M	Hold	4,150	–	–	0.1%	145
2020 Q4	$1.58M	Hold	4,150	–	–	0.1%	140
2020 Q3	$1.35M	Sell	4,150 -63	-1%	-$19.7K	0.1%	141
2020 Q2	$1.25M	Buy	4,213 +13	+0.3%	+$3.57K	0.1%	147
2020 Q1	$966K	Hold	4,200	–	–	0.09%	147
2019 Q4	$1.1M	Sell	4,200 -366	-8%	-$95.7K	0.08%	159
2019 Q3	$1.21M	Hold	4,566	–	–	0.09%	145
2019 Q2	$1.19M	Hold	4,566	–	–	0.09%	142
2019 Q1	$1.19M	Sell	4,566 -900	-16%	-$208K	0.1%	143
2018 Q4	$1.08M	Hold	5,466	–	–	0.1%	145
2018 Q3	$1.24M	Sell	5,466 -300	-5%	-$64.5K	0.1%	151
2018 Q2	$1.18M	Sell	5,766 -367	-6%	-$70.4K	0.1%	156
2018 Q1	$1.06M	Sell	6,133 -267	-4%	-$44.9K	0.09%	163
2017 Q4	$1.01M	Buy	6,400 +400	+7%	+$61K	0.09%	174
2017 Q3	$853K	Hold	6,000	–	–	0.07%	182
2017 Q2	$797K	Hold	6,000	–	–	0.07%	188
2017 Q1	$696K	Hold	6,000	–	–	0.07%	199
2016 Q4	$688K	Hold	6,000	–	–	0.07%	193
2016 Q3	$660K	Hold	6,000	–	–	0.07%	184
2016 Q2	$670K	Hold	6,000	–	–	0.07%	178
2016 Q1	$624K	Hold	6,000	–	–	0.07%	179
2015 Q4	$579K	Sell	6,000 -400	-6%	-$38.7K	0.06%	185
2015 Q3	$568K	Hold	6,400	–	–	0.06%	166
2015 Q2	$645K	Sell	6,400 -250	-4%	-$25.5K	0.07%	162
2015 Q1	$645K	Buy	6,650 +250	+4%	+$23.2K	0.07%	166
2014 Q4	$590K	Hold	6,400	–	–	0.06%	177
2014 Q3	$561K	Hold	6,400	–	–	0.06%	175
2014 Q2	$515K	Hold	6,400	–	–	0.05%	183
2014 Q1	$497K	Sell	6,400 -1,200	-16%	-$91.6K	0.05%	189
2013 Q4	$580K	Hold	7,600	–	–	0.06%	205
2013 Q3	$504K	Hold	7,600	–	–	0.06%	206
2013 Q2	$464K	Buy	+7,600	New	+$459K	0.05%	210

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Chesley Taft & Associates's INTU Position: Q2 2026 in Review

Chesley Taft & Associates increased its Intuit (INTU) stake by 43% in Q2 2026, buying an estimated $234K and bringing the position to 2,252 shares worth $588K. The position accounts for 0.02% of the portfolio, ranked #267.

Chesley Taft & Associates first reported a position in INTU in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.75M in Q1 2024. 705 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Chesley Taft & Associates held 2,252 shares of Intuit worth $588K as of Q2 2026.
Chesley Taft & Associates bought 673 Intuit shares in Q2 2026, an estimated $234K.
Intuit made up 0.02% of Chesley Taft & Associates's portfolio in Q2 2026, its #267 holding.
Chesley Taft & Associates first reported a position in Intuit in Q2 2013 and has held it in 53 quarters since.
Chesley Taft & Associates's Intuit position peaked at $4.75M in Q1 2024.
705 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.