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Coign Capital Advisors’s Intuit INTU Stock Holding History

Coign Capital Advisors’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
-1,367
Closed -$591K – 92
2026
Q1 		$591K Buy
1,367
+439
+47% +$209K 0.31% 71
2025
Q4 		$615K Buy
928
+36
+4% +$23.8K 0.32% 68
2025
Q3 		$609K Buy
+892
New +$643K 0.34% 71

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
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
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Coign Capital Advisors's INTU Position: Q2 2026 in Review

Coign Capital Advisors sold out of Intuit (INTU) in Q2 2026, closing a stake of 1,367 shares — an estimated $591K sold.

Coign Capital Advisors first reported a position in INTU in Q3 2025 and held it in 3 quarters. The position peaked at $615K in Q4 2025. 705 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Coign Capital Advisors reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Coign Capital Advisors sold 1,367 Intuit shares in Q2 2026, an estimated $591K.
  • Coign Capital Advisors first reported a position in Intuit in Q3 2025 and held it in 3 quarters.
  • Coign Capital Advisors's Intuit position peaked at $615K in Q4 2025.
  • 705 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Coign Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.