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Diversified Trust’s Intuit INTU Stock Holding History

Diversified Trust’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 		$3.15M Sell
12,077
-244
-2% -$85K 0.05% 187
2026
Q1 		$5.33M Buy
12,321
+3,253
+36% +$1.55M 0.1% 117
2025
Q4 		$6.01M Sell
9,068
-1,174
-11% -$776K 0.11% 105
2025
Q3 		$6.99M Buy
10,242
+3,058
+43% +$2.2M 0.14% 89
2025
Q2 		$5.66M Sell
7,184
-92
-1% -$62.3K 0.13% 100
2025
Q1 		$4.47M Buy
7,276
+364
+5% +$219K 0.11% 108
2024
Q4 		$4.34M Buy
6,912
+1,549
+29% +$990K 0.11% 111
2024
Q3 		$3.33M Buy
5,363
+858
+19% +$548K 0.08% 148
2024
Q2 		$2.96M Buy
4,505
+1,356
+43% +$841K 0.08% 139
2024
Q1 		$2.05M Buy
3,149
+44
+1% +$28.1K 0.06% 191
2023
Q4 		$1.94M Buy
3,105
+95
+3% +$52.4K 0.07% 174
2023
Q3 		$1.54M Buy
3,010
+470
+19% +$238K 0.06% 186
2023
Q2 		$1.16M Buy
2,540
+929
+58% +$407K 0.04% 234
2023
Q1 		$718K Sell
1,611
-678
-30% -$278K 0.03% 349
2022
Q4 		$891K Sell
2,289
-141
-6% -$55.9K 0.04% 263
2022
Q3 		$941K Sell
2,430
-794
-25% -$343K 0.04% 223
2022
Q2 		$1.24M Sell
3,224
-369
-10% -$153K 0.05% 177
2022
Q1 		$1.73M Buy
3,593
+352
+11% +$180K 0.06% 165
2021
Q4 		$2.08M Sell
3,241
-142
-4% -$87.7K 0.07% 140
2021
Q3 		$1.82M Sell
3,383
-179
-5% -$96.5K 0.07% 145
2021
Q2 		$1.75M Sell
3,562
-296
-8% -$128K 0.06% 153
2021
Q1 		$1.48M Sell
3,858
-380
-9% -$146K 0.06% 159
2020
Q4 		$1.61M Buy
4,238
+1,063
+33% +$373K 0.07% 142
2020
Q3 		$1.04M Buy
3,175
+952
+43% +$298K 0.05% 175
2020
Q2 		$658K Sell
2,223
-435
-16% -$119K 0.03% 216
2020
Q1 		$611K Buy
2,658
+622
+31% +$168K 0.04% 178
2019
Q4 		$533K Buy
+2,036
New +$532K 0.02% 223
2014
Q2 		$775K Buy
+9,620
New +$742K 0.06% 296
2013
Q4 		$969K Sell
12,700
-1,000
-7% -$71.9K 0.1% 206
2013
Q3 		$908K Buy
13,700
+1,100
+9% +$70.9K 0.1% 216
2013
Q2 		$770K Buy
+12,600
New +$762K 0.09% 227

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Diversified Trust's INTU Position: Q2 2026 in Review

Diversified Trust reduced its Intuit (INTU) stake by 2% in Q2 2026, selling an estimated $85K and leaving 12,077 shares worth $3.15M. The position accounts for 0.05% of the portfolio, ranked #187.

Diversified Trust first reported a position in INTU in Q2 2013 and has held it in 31 quarters since. The position peaked at $6.99M in Q3 2025. 580 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Diversified Trust held 12,077 shares of Intuit worth $3.15M as of Q2 2026.
  • Diversified Trust sold 244 Intuit shares in Q2 2026, an estimated $85K.
  • Intuit made up 0.05% of Diversified Trust's portfolio in Q2 2026, its #187 holding.
  • Diversified Trust first reported a position in Intuit in Q2 2013 and has held it in 31 quarters since.
  • Diversified Trust's Intuit position peaked at $6.99M in Q3 2025.
  • 580 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.