Equitable 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 | $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
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. 1,753 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.
- 1,753 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.