Clearstead Trust’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $256K | Sell |
982
-7
| -0.7% | -$2.44K | 0.03% | 166 |
|
|
2026
Q1 | $428K | Sell |
989
-58
| -6% | -$27.7K | 0.07% | 122 |
|
|
2025
Q4 | $694K | Sell |
1,047
-50
| -5% | -$33K | 0.11% | 98 |
|
|
2025
Q3 | $749K | Buy |
1,097
+235
| +27% | +$169K | 0.13% | 88 |
|
|
2025
Q2 | $679K | Buy |
862
+16
| +2% | +$10.8K | 0.13% | 89 |
|
|
2025
Q1 | $520K | Buy |
846
+141
| +20% | +$84.7K | 0.12% | 93 |
|
|
2024
Q4 | $443K | Buy |
705
+1
| +0.1% | +$639 | 0.1% | 95 |
|
|
2024
Q3 | $437K | Sell |
704
-167
| -19% | -$107K | 0.1% | 88 |
|
|
2024
Q2 | $572K | Buy |
871
+1
| +0.1% | +$620 | 0.14% | 71 |
|
|
2024
Q1 | $565K | Buy |
870
+1
| +0.1% | +$638 | 0.15% | 75 |
|
|
2023
Q4 | $543K | Buy |
869
+2
| +0.2% | +$1.1K | 0.15% | 90 |
|
|
2023
Q3 | $443K | Buy |
867
+1
| +0.1% | +$506 | 0.15% | 79 |
|
|
2023
Q2 | $397K | Buy |
866
+1
| +0.1% | +$438 | 0.13% | 84 |
|
|
2023
Q1 | $385K | Buy |
865
+2
| +0.2% | +$821 | 0.12% | 92 |
|
|
2022
Q4 | $336K | Buy |
863
+2
| +0.2% | +$793 | 0.11% | 95 |
|
|
2022
Q3 | $334K | Buy |
+861
| New | +$372K | 0.12% | 89 |
|
|
2022
Q2 | – | Sell |
-42
| Closed | -$20K | – | 191 |
|
|
2022
Q1 | $20K | Sell |
42
-20
| -32% | -$10.2K | 0.01% | 141 |
|
|
2021
Q4 | $40K | Hold |
62
| – | – | 0.02% | 133 |
|
|
2021
Q3 | $33K | Hold |
62
| – | – | 0.02% | 143 |
|
|
2021
Q2 | $30K | Buy |
+62
| New | +$26.9K | 0.02% | 125 |
|
|
2021
Q1 | – | Sell |
-62
| Closed | -$24K | – | 135 |
|
|
2020
Q4 | $24K | Sell |
62
-2
| -3% | -$702 | 0.01% | 137 |
|
|
2020
Q3 | $21K | Sell |
64
-29
| -31% | -$9.07K | 0.02% | 127 |
|
|
2020
Q2 | $28K | Hold |
93
| – | – | 0.02% | 124 |
|
|
2020
Q1 | $21K | Hold |
93
| – | – | 0.02% | 143 |
|
|
2019
Q4 | $24K | Hold |
93
| – | – | 0.02% | 145 |
|
|
2019
Q3 | $25K | Hold |
93
| – | – | 0.02% | 145 |
|
|
2019
Q2 | $24K | Hold |
93
| – | – | 0.02% | 146 |
|
|
2019
Q1 | $25K | Buy |
+93
| New | +$21.5K | 0.02% | 145 |
|
Other funds holding INTU
Clearstead Trust's INTU Position: Q2 2026 in Review
Clearstead Trust reduced its Intuit (INTU) stake by 0.71% in Q2 2026, selling an estimated $2.44K and leaving 982 shares worth $256K. The position accounts for 0.03% of the portfolio, ranked #166.
Clearstead Trust first reported a position in INTU in Q1 2019 and has held it in 28 quarters since. The position peaked at $749K in Q3 2025. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.
- Clearstead Trust held 982 shares of Intuit worth $256K as of Q2 2026.
- Clearstead Trust sold 7 Intuit shares in Q2 2026, an estimated $2.44K.
- Intuit made up 0.03% of Clearstead Trust's portfolio in Q2 2026, its #166 holding.
- Clearstead Trust first reported a position in Intuit in Q1 2019 and has held it in 28 quarters since.
- Clearstead Trust's Intuit position peaked at $749K in Q3 2025.
- 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.
Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.