Claret Asset Management’s Intuit INTU Stock Holding History

Claret Asset Management’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	$263K	Buy	+1,009	New	+$351K	0.03%	163
2026 Q1	–	Sell	-347	Closed	-$230K	–	381
2025 Q4	$230K	Buy	347 +10	+3%	+$6.61K	0.03%	306
2025 Q3	$230K	Sell	337 -4	-1%	-$2.88K	0.03%	322
2025 Q2	$269K	Sell	341 -33	-9%	-$22.3K	0.03%	152
2025 Q1	$230K	Sell	374 -2	-0.5%	-$1.2K	0.03%	224
2024 Q4	$236K	Sell	376 -38	-9%	-$24.3K	0.04%	207
2024 Q3	$257K	Buy	414 +2	+0.5%	+$1.28K	0.04%	144
2024 Q2	$271K	Buy	412 +27	+7%	+$16.7K	0.05%	123
2024 Q1	$250K	Sell	385 -3	-0.8%	-$1.92K	0.04%	136
2023 Q4	$243K	Buy	+388	New	+$214K	0.04%	125

Other funds holding INTU

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Claret Asset Management's INTU Position: Q2 2026 in Review

Claret Asset Management opened a new position in Intuit (INTU) in Q2 2026: 1,009 shares worth $263K. The stake represents 0.03% of the portfolio and ranks #163 among its holdings. This is a return to the name: Claret Asset Management previously reported a position in INTU as recently as Q4 2025.

Claret Asset Management first reported a position in INTU in Q4 2023 and has held it in 10 quarters since. The position peaked at $271K in Q2 2024. 570 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Claret Asset Management held 1,009 shares of Intuit worth $263K as of Q2 2026.
Intuit was a new Claret Asset Management position in Q2 2026.
Intuit made up 0.03% of Claret Asset Management's portfolio in Q2 2026, its #163 holding.
Claret Asset Management first reported a position in Intuit in Q4 2023 and has held it in 10 quarters since.
Claret Asset Management's Intuit position peaked at $271K in Q2 2024.
570 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Claret Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.