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Citizens National Bank Trust Department’s Intuit INTU Stock Holding History

Citizens National Bank Trust Department’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 		$962K Buy
3,684
+108
+3% +$37.6K 0.14% 118
2026
Q1 		$1.55M Buy
3,576
+1,223
+52% +$583K 0.26% 92
2025
Q4 		$1.56M Sell
2,353
-15
-0.6% -$9.91K 0.27% 94
2025
Q3 		$1.62M Sell
2,368
-9
-0.4% -$6.49K 0.29% 91
2025
Q2 		$1.87M Sell
2,377
-64
-3% -$43.3K 0.37% 79
2025
Q1 		$1.5M Buy
2,441
+29
+1% +$17.4K 0.32% 84
2024
Q4 		$1.52M Sell
2,412
-145
-6% -$92.7K 0.32% 81
2024
Q3 		$1.59M Buy
2,557
+140
+6% +$89.4K 0.33% 79
2024
Q2 		$1.59M Buy
2,417
+90
+4% +$55.8K 0.35% 76
2024
Q1 		$1.51M Sell
2,327
-10
-0.4% -$6.38K 0.35% 79
2023
Q4 		$1.46M Sell
2,337
-50
-2% -$27.6K 0.37% 74
2023
Q3 		$1.22M Sell
2,387
-5
-0.2% -$2.53K 0.33% 76
2023
Q2 		$1.1M Sell
2,392
-235
-9% -$103K 0.29% 81
2023
Q1 		$1.17M Hold
2,627
– – 0.33% 80
2022
Q4 		$1.02M Sell
2,627
-15
-0.6% -$5.95K 0.29% 81
2022
Q3 		$1.02M Buy
2,642
+962
+57% +$416K 0.32% 80
2022
Q2 		$648K Buy
1,680
+905
+117% +$375K 0.19% 99
2022
Q1 		$325K Buy
+775
New +$397K 0.13% 117

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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Citizens National Bank Trust Department's INTU Position: Q2 2026 in Review

Citizens National Bank Trust Department increased its Intuit (INTU) stake by 3% in Q2 2026, buying an estimated $37.6K and bringing the position to 3,684 shares worth $962K. The position accounts for 0.14% of the portfolio, ranked #118.

Citizens National Bank Trust Department first reported a position in INTU in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.87M in Q2 2025. 794 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Citizens National Bank Trust Department held 3,684 shares of Intuit worth $962K as of Q2 2026.
  • Citizens National Bank Trust Department bought 108 Intuit shares in Q2 2026, an estimated $37.6K.
  • Intuit made up 0.14% of Citizens National Bank Trust Department's portfolio in Q2 2026, its #118 holding.
  • Citizens National Bank Trust Department first reported a position in Intuit in Q1 2022 and has held it in 18 quarters since.
  • Citizens National Bank Trust Department's Intuit position peaked at $1.87M in Q2 2025.
  • 794 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Citizens National Bank Trust Department's 13F filing for Q2 2026, filed 22 Jul 2026.