D.J. St. Germain’s Intuit INTU Stock Holding History

D.J. St. Germain’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	$61.9K	Sell	237 -6	-2%	-$2.09K	﹤0.01%	446
2026 Q1	$105K	Hold	243	–	–	﹤0.01%	358
2025 Q4	$161K	Buy	243 +33	+16%	+$21.8K	0.01%	351
2025 Q3	$143K	Buy	210 +3	+1%	+$2.16K	0.01%	350
2025 Q2	$163K	Hold	207	–	–	0.01%	313
2025 Q1	$127K	Hold	207	–	–	0.01%	307
2024 Q4	$130K	Hold	207	–	–	0.01%	324
2024 Q3	$129K	Hold	207	–	–	0.01%	303
2024 Q2	$136K	Buy	207 +10	+5%	+$6.2K	0.01%	297
2024 Q1	$128K	Hold	197	–	–	0.01%	299
2023 Q4	$123K	Buy	197 +47	+31%	+$25.9K	0.01%	304
2023 Q3	$76.6K	Buy	150 +6	+4%	+$3.04K	﹤0.01%	326
2023 Q2	$66K	Buy	+144	New	+$63.1K	﹤0.01%	336
2022 Q4	$34.6K	Buy	+89	New	+$35.3K	0.01%	190

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

D.J. St. Germain's INTU Position: Q2 2026 in Review

D.J. St. Germain reduced its Intuit (INTU) stake by 2.5% in Q2 2026, selling an estimated $2.09K and leaving 237 shares worth $61.9K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

D.J. St. Germain first reported a position in INTU in Q4 2022 and has held it in 14 quarters since. The position peaked at $163K in Q2 2025. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

D.J. St. Germain held 237 shares of Intuit worth $61.9K as of Q2 2026.
D.J. St. Germain sold 6 Intuit shares in Q2 2026, an estimated $2.09K.
Intuit made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #446 holding.
D.J. St. Germain first reported a position in Intuit in Q4 2022 and has held it in 14 quarters since.
D.J. St. Germain's Intuit position peaked at $163K in Q2 2025.
625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.