Clean Yield Group’s Intuit INTU Stock Holding History

Clean Yield 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 Q1	$1.13M	Sell	2,609 -687	-21%	-$328K	0.32%	66
2025 Q4	$2.18M	Buy	3,296 +25	+0.8%	+$16.5K	0.61%	51
2025 Q3	$2.23M	Sell	3,271 -15	-0.5%	-$10.8K	0.63%	52
2025 Q2	$2.59M	Hold	3,286	–	–	0.77%	46
2025 Q1	$2.02M	Sell	3,286 -183	-5%	-$110K	0.66%	47
2024 Q4	$2.18M	Hold	3,469	–	–	0.69%	45
2024 Q3	$2.15M	Sell	3,469 -98	-3%	-$62.6K	0.68%	47
2024 Q2	$2.34M	Hold	3,567	–	–	0.88%	34
2024 Q1	$2.32M	Sell	3,567 -100	-3%	-$63.8K	0.9%	35
2023 Q4	$2.29M	Sell	3,667 -46	-1%	-$25.4K	0.97%	33
2023 Q3	$2.01M	Hold	3,713	–	–	0.89%	35
2023 Q2	$1.7M	Sell	3,713 -165	-4%	-$72.3K	0.7%	44
2023 Q1	$1.73M	Sell	3,878 -350	-8%	-$144K	0.74%	42
2022 Q4	$1.65M	Sell	4,228 -221	-5%	-$87.7K	0.71%	42
2022 Q3	$1.72M	Hold	4,449	–	–	0.8%	41
2022 Q2	$1.72M	Sell	4,449 -121	-3%	-$50.1K	0.71%	43
2022 Q1	$2.2M	Sell	4,570 -722	-14%	-$370K	0.78%	42
2021 Q4	$3.4M	Sell	5,292 -73	-1%	-$45.1K	1.09%	31
2021 Q3	$2.89M	Buy	5,365 +110	+2%	+$59.3K	0.95%	31
2021 Q2	$2.58M	Sell	5,255 -145	-3%	-$62.9K	0.88%	35
2021 Q1	$2.07M	Sell	5,400 -1,523	-22%	-$586K	0.78%	38
2020 Q4	$2.63M	Sell	6,923 -58	-0.8%	-$20.4K	0.95%	31
2020 Q3	$2.28M	Sell	6,981 -84	-1%	-$26.3K	0.92%	30
2020 Q2	$2.09M	Sell	7,065 -275	-4%	-$75.4K	0.9%	33
2020 Q1	$1.69M	Sell	7,340 -3,290	-31%	-$891K	0.8%	36
2019 Q4	$2.78M	Buy	10,630 +511	+5%	+$134K	0.87%	36
2019 Q3	$2.69M	Sell	10,119 -1,151	-10%	-$317K	0.89%	36
2019 Q2	$2.94M	Sell	11,270 -1,137	-9%	-$289K	1.06%	33
2019 Q1	$3.24M	Sell	12,407 -4,575	-27%	-$1.06M	1.31%	29
2018 Q4	$3.34M	Sell	16,982 -1,145	-6%	-$238K	1.46%	23
2018 Q3	$4.12M	Sell	18,127 -1,250	-6%	-$269K	1.64%	16
2018 Q2	$3.96M	Sell	19,377 -1,241	-6%	-$238K	1.64%	16
2018 Q1	$3.57M	Sell	20,618 -4,959	-19%	-$834K	1.51%	21
2017 Q4	$4.04M	Sell	25,577 -998	-4%	-$152K	1.6%	19
2017 Q3	$3.78M	Sell	26,575 -1,930	-7%	-$266K	1.54%	23
2017 Q2	$3.79M	Sell	28,505 -860	-3%	-$112K	1.58%	19
2017 Q1	$3.41M	Sell	29,365 -855	-3%	-$102K	1.43%	24
2016 Q4	$3.46M	Sell	30,220 -550	-2%	-$61.6K	1.56%	20
2016 Q3	$3.38M	Hold	30,770	–	–	1.47%	22
2016 Q2	$3.43M	Sell	30,770 -725	-2%	-$75.8K	1.47%	23
2016 Q1	$3.24M	Sell	31,495 -975	-3%	-$94.1K	1.44%	23
2015 Q4	$3.01M	Sell	32,470 -634	-2%	-$61.3K	1.48%	24
2015 Q3	$3.24M	Sell	33,104 -1,335	-4%	-$130K	1.53%	20
2015 Q2	$3.47M	Sell	34,439 -5,905	-15%	-$603K	1.59%	18
2015 Q1	$3.91M	Sell	40,344 -1,245	-3%	-$116K	1.68%	16
2014 Q4	$3.83M	Sell	41,589 -1,070	-3%	-$95.2K	1.72%	18
2014 Q3	$3.74M	Sell	42,659 -1,473	-3%	-$122K	1.8%	16
2014 Q2	$3.55M	Hold	44,132	–	–	1.76%	15
2014 Q1	$3.43M	Buy	44,132 +750	+2%	+$57.3K	1.77%	16
2013 Q4	$3.31M	Sell	43,382 -75	-0.2%	-$5.39K	1.77%	15
2013 Q3	$2.88M	Buy	43,457 +350	+0.8%	+$22.6K	1.56%	20
2013 Q2	$2.63M	Buy	+43,107	New	+$2.61M	1.5%	22

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Clean Yield Group's INTU Position: Q1 2026 in Review

Clean Yield Group reduced its Intuit (INTU) stake by 21% in Q1 2026, selling an estimated $328K and leaving 2,609 shares worth $1.13M. The position accounts for 0.32% of the portfolio, ranked #66.

Clean Yield Group first reported a position in INTU in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.12M in Q3 2018. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Clean Yield Group held 2,609 shares of Intuit worth $1.13M as of Q1 2026.
Clean Yield Group sold 687 Intuit shares in Q1 2026, an estimated $328K.
Intuit made up 0.32% of Clean Yield Group's portfolio in Q1 2026, its #66 holding.
Clean Yield Group first reported a position in Intuit in Q2 2013 and has held it in 52 quarters since.
Clean Yield Group's Intuit position peaked at $4.12M in Q3 2018.
2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.