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Clayton Financial Group’s Intuit INTU Stock Holding History

Clayton Financial Group’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
-143
Closed -$61.8K – 316
2026
Q1 		$61.8K Buy
143
+3
+2% +$1.43K 0.03% 132
2025
Q4 		$92.7K Buy
140
+25
+22% +$16.5K 0.05% 111
2025
Q3 		$78.5K Buy
+115
New +$82.9K 0.06% 78

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

Clayton Financial Group's INTU Position: Q2 2026 in Review

Clayton Financial Group sold out of Intuit (INTU) in Q2 2026, closing a stake of 143 shares — an estimated $61.8K sold.

Clayton Financial Group first reported a position in INTU in Q3 2025 and held it in 3 quarters. The position peaked at $92.7K in Q4 2025. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Clayton Financial Group reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 143 Intuit shares in Q2 2026, an estimated $61.8K.
  • Clayton Financial Group first reported a position in Intuit in Q3 2025 and held it in 3 quarters.
  • Clayton Financial Group's Intuit position peaked at $92.7K in Q4 2025.
  • 625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.