Equitable Trust’s Intuit INTU Stock Holding History

Equitable 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	$609K	Sell	2,332 -4,839	-67%	-$1.69M	0.03%	293
2026 Q1	$3.1M	Sell	7,171 -37	-0.5%	-$17.6K	0.14%	122
2025 Q4	$4.77M	Buy	7,208 +1,851	+35%	+$1.22M	0.21%	90
2025 Q3	$3.66M	Sell	5,357 -77	-1%	-$55.5K	0.17%	109
2025 Q2	$4.28M	Sell	5,434 -58	-1%	-$39.3K	0.21%	88
2025 Q1	$3.37M	Hold	5,492	–	–	0.19%	103
2024 Q4	$3.45M	Sell	5,492 -126	-2%	-$80.5K	0.19%	104
2024 Q3	$3.49M	Buy	5,618 +166	+3%	+$106K	0.22%	97
2024 Q2	$3.58M	Buy	5,452 +320	+6%	+$198K	0.25%	85
2024 Q1	$3.34M	Buy	5,132 +19	+0.4%	+$12.1K	0.23%	91
2023 Q4	$3.2M	Buy	5,113 +48	+0.9%	+$26.5K	0.24%	84
2023 Q3	$2.59M	Buy	5,065 +37	+0.7%	+$18.7K	0.21%	92
2023 Q2	$2.3M	Hold	5,028	–	–	0.18%	105
2023 Q1	$2.24M	Sell	5,028 -30	-0.6%	-$12.3K	0.18%	107
2022 Q4	$1.97M	Hold	5,058	–	–	0.16%	131
2022 Q3	$1.96M	Hold	5,058	–	–	0.16%	122
2022 Q2	$1.95M	Sell	5,058 -50	-1%	-$20.7K	0.15%	128
2022 Q1	$2.46M	Sell	5,108 -4,475	-47%	-$2.29M	0.16%	123
2021 Q4	$6.16M	Sell	9,583 -1,055	-10%	-$651K	0.38%	71
2021 Q3	$5.74M	Sell	10,638 -40	-0.4%	-$21.6K	0.37%	76
2021 Q2	$5.23M	Hold	10,678	–	–	0.34%	75
2021 Q1	$4.09M	Sell	10,678 -242	-2%	-$93.2K	0.3%	90
2020 Q4	$4.15M	Hold	10,920	–	–	0.31%	89
2020 Q3	$3.56M	Hold	10,920	–	–	0.3%	84
2020 Q2	$3.23M	Hold	10,920	–	–	0.3%	87
2020 Q1	$2.51M	Hold	10,920	–	–	0.28%	94
2019 Q4	$2.86M	Hold	10,920	–	–	0.28%	91
2019 Q3	$2.9M	Hold	10,920	–	–	0.31%	80
2019 Q2	$2.85M	Hold	10,920	–	–	0.3%	89
2019 Q1	$2.85M	Hold	10,920	–	–	0.33%	86
2018 Q4	$2.15M	Hold	10,920	–	–	0.28%	88
2018 Q3	$2.48M	Sell	10,920 -670	-6%	-$144K	0.29%	96
2018 Q2	$2.37M	Buy	+11,590	New	+$2.22M	0.3%	95

Other funds holding INTU

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Equitable Trust's INTU Position: Q2 2026 in Review

Equitable Trust reduced its Intuit (INTU) stake by 67% in Q2 2026, selling an estimated $1.69M and leaving 2,332 shares worth $609K. The position accounts for 0.03% of the portfolio, ranked #293.

Equitable Trust first reported a position in INTU in Q2 2018 and has held it in 33 quarters since. The position peaked at $6.16M in Q4 2021. 653 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Equitable Trust held 2,332 shares of Intuit worth $609K as of Q2 2026.
Equitable Trust sold 4,839 Intuit shares in Q2 2026, an estimated $1.69M.
Intuit made up 0.03% of Equitable Trust's portfolio in Q2 2026, its #293 holding.
Equitable Trust first reported a position in Intuit in Q2 2018 and has held it in 33 quarters since.
Equitable Trust's Intuit position peaked at $6.16M in Q4 2021.
653 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.