Diversified Trust’s Intuit INTU Stock Holding History
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
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. 1,749 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.
- 1,749 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.