Congress Asset Management’s Intuit INTU Stock Holding History

Congress 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	–	Sell	-1,708	Closed	-$738K	–	402
2026 Q1	$738K	Sell	1,708 -1,346	-44%	-$642K	0.01%	353
2025 Q4	$2.02M	Sell	3,054 -541	-15%	-$357K	0.01%	280
2025 Q3	$2.45M	Buy	3,595 +366	+11%	+$264K	0.02%	272
2025 Q2	$2.54M	Sell	3,229 -14,021	-81%	-$9.49M	0.02%	268
2025 Q1	$10.6M	Sell	17,250 -200,704	-92%	-$121M	0.08%	186
2024 Q4	$137M	Buy	217,954 +713	+0.3%	+$456K	0.93%	28
2024 Q3	$135M	Buy	217,241 +1,627	+0.8%	+$1.04M	0.92%	35
2024 Q2	$142M	Buy	215,614 +4,745	+2%	+$2.94M	1.02%	27
2024 Q1	$137M	Sell	210,869 -375	-0.2%	-$239K	0.98%	32
2023 Q4	$132M	Buy	211,244 +1,860	+0.9%	+$1.03M	1.04%	26
2023 Q3	$107M	Buy	209,384 +4,990	+2%	+$2.53M	0.95%	42
2023 Q2	$93.7M	Buy	204,394 +1,467	+0.7%	+$642K	0.81%	60
2023 Q1	$90.5M	Sell	202,927 -950	-0.5%	-$390K	0.84%	57
2022 Q4	$79.4M	Sell	203,877 -1,068	-0.5%	-$424K	0.8%	66
2022 Q3	$79.4M	Buy	204,945 +13,270	+7%	+$5.73M	0.85%	60
2022 Q2	$73.9M	Sell	191,675 -19,976	-9%	-$8.27M	0.71%	65
2022 Q1	$102M	Sell	211,651 -528	-0.2%	-$270K	0.87%	57
2021 Q4	$136M	Sell	212,179 -50,114	-19%	-$30.9M	1.04%	38
2021 Q3	$142M	Buy	262,293 +7,501	+3%	+$4.04M	1.1%	33
2021 Q2	$125M	Buy	254,792 +684	+0.3%	+$297K	1.04%	35
2021 Q1	$97.3M	Buy	254,108 +1,952	+0.8%	+$752K	0.88%	60
2020 Q4	$95.8M	Buy	252,156 +2,103	+0.8%	+$739K	0.9%	54
2020 Q3	$81.6M	Buy	250,053 +2,745	+1%	+$859K	0.88%	63
2020 Q2	$73.3M	Buy	247,308 +5,633	+2%	+$1.55M	0.87%	63
2020 Q1	$55.6M	Buy	241,675 +2,314	+1%	+$627K	0.85%	63
2019 Q4	$62.7M	Buy	239,361 +3,324	+1%	+$869K	0.76%	70
2019 Q3	$62.8M	Buy	236,037 +175	+0.1%	+$48.1K	0.81%	71
2019 Q2	$61.6M	Buy	+235,862	New	+$59.9M	0.78%	67
2013 Q4	–	Sell	-4,000	Closed	-$265K	–	228
2013 Q3	$265K	Hold	4,000	–	–	0.01%	209
2013 Q2	$244K	Buy	+4,000	New	+$242K	0.01%	210

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

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

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

Congress Asset Management sold out of Intuit (INTU) in Q2 2026, closing a stake of 1,708 shares — an estimated $738K sold.

Congress Asset Management first reported a position in INTU in Q2 2013 and held it in 30 quarters. The position peaked at $142M in Q2 2024. 464 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Congress Asset Management reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Congress Asset Management sold 1,708 Intuit shares in Q2 2026, an estimated $738K.
Congress Asset Management first reported a position in Intuit in Q2 2013 and held it in 30 quarters.
Congress Asset Management's Intuit position peaked at $142M in Q2 2024.
464 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.