Crescent Sterling’s Intuit INTU Stock Holding History

Crescent Sterling’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	-2,388	Closed	-$1.03M	–	87
2026 Q1	$1.03M	Buy	2,388 +638	+36%	+$304K	1%	31
2025 Q4	$1.16M	Buy	1,750 +201	+13%	+$133K	1.19%	27
2025 Q3	$1.06M	Buy	1,549 +126	+9%	+$90.8K	1.11%	29
2025 Q2	$1.12M	Buy	1,423 +212	+18%	+$143K	1.25%	25
2025 Q1	$744K	Buy	1,211 +638	+111%	+$383K	0.76%	39
2024 Q4	$360K	Buy	573 +64	+13%	+$40.9K	0.37%	61
2024 Q3	$316K	Sell	509 -1	-0.2%	-$638	0.3%	67
2024 Q2	$335K	Sell	510 -73	-13%	-$45.3K	0.32%	65
2024 Q1	$379K	Hold	583	–	–	0.35%	63
2023 Q4	$364K	Sell	583 -9	-2%	-$4.96K	0.36%	60
2023 Q3	$302K	Sell	592 -11	-2%	-$5.57K	0.32%	63
2023 Q2	$276K	Buy	603 +72	+14%	+$31.5K	0.26%	63
2023 Q1	$237K	Buy	+531	New	+$218K	0.23%	69

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

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) 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

Crescent Sterling's INTU Position: Q2 2026 in Review

Crescent Sterling sold out of Intuit (INTU) in Q2 2026, closing a stake of 2,388 shares — an estimated $1.03M sold.

Crescent Sterling first reported a position in INTU in Q1 2023 and held it in 13 quarters. The position peaked at $1.16M in Q4 2025. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Crescent Sterling reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Crescent Sterling sold 2,388 Intuit shares in Q2 2026, an estimated $1.03M.
Crescent Sterling first reported a position in Intuit in Q1 2023 and held it in 13 quarters.
Crescent Sterling's Intuit position peaked at $1.16M in Q4 2025.
625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Crescent Sterling's 13F filing for Q2 2026, filed 7 Jul 2026.