Everence Capital Management’s Intuit INTU Stock Holding History

Everence Capital Management’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 Q1	$3.41M	Hold	7,895	–	–	0.21%	92
2025 Q4	$5.23M	Buy	7,895 +1,355	+21%	+$895K	0.31%	50
2025 Q3	$4.47M	Hold	6,540	–	–	0.27%	62
2025 Q2	$5.15M	Hold	6,540	–	–	0.33%	48
2025 Q1	$4.01M	Sell	6,540 -770	-11%	-$462K	0.27%	65
2024 Q4	$4.59M	Sell	7,310 -1,240	-15%	-$792K	0.3%	53
2024 Q3	$5.31M	Sell	8,550 -950	-10%	-$606K	0.34%	47
2024 Q2	$5.94K	Hold	9,500	–	–	0.41%	43
2024 Q1	$6.17K	Buy	9,500 +670	+8%	+$428K	0.41%	42
2023 Q4	$5.52M	Buy	8,830 +2,700	+44%	+$1.49M	0.39%	41
2023 Q3	$3.13K	Hold	6,130	–	–	0.24%	79
2023 Q2	$2.57M	Hold	6,130	–	–	0.21%	92
2023 Q1	$2.73K	Hold	6,130	–	–	0.22%	89
2022 Q4	$2.39K	Buy	6,130 +540	+10%	+$214K	0.21%	100
2022 Q3	$2.17M	Sell	5,590 -5,060	-48%	-$2.19M	0.2%	91
2022 Q2	$4.11M	Sell	10,650 -2,340	-18%	-$969K	0.37%	53
2022 Q1	$6.25M	Buy	12,990 +4,210	+48%	+$2.16M	0.48%	36
2021 Q4	$5.65M	Buy	8,780 +780	+10%	+$481K	0.42%	41
2021 Q3	$4.32M	Hold	8,000	–	–	0.35%	49
2021 Q2	$3.92M	Hold	8,000	–	–	0.32%	54
2021 Q1	$3.06M	Buy	8,000 +810	+11%	+$312K	0.28%	63
2020 Q4	$2.73M	Buy	7,190 +790	+12%	+$277K	0.27%	63
2020 Q3	$2.09M	Hold	6,400	–	–	0.23%	75
2020 Q2	$1.86M	Hold	6,400	–	–	0.22%	82
2020 Q1	$1.47M	Hold	6,400	–	–	0.21%	82
2019 Q4	$1.68M	Hold	6,400	–	–	0.25%	84
2019 Q3	$1.7M	Hold	6,400	–	–	0.28%	84
2019 Q2	$1.67M	Hold	6,400	–	–	0.28%	85
2019 Q1	$1.67M	Buy	6,400 +1,236	+24%	+$286K	0.29%	77
2018 Q4	$1.02M	Hold	5,164	–	–	0.24%	108
2018 Q3	$1.17M	Hold	5,164	–	–	0.23%	108
2018 Q2	$1.05M	Hold	5,164	–	–	0.22%	119
2018 Q1	$895K	Hold	5,164	–	–	0.2%	135
2017 Q4	$815K	Hold	5,164	–	–	0.18%	142
2017 Q3	$734K	Hold	5,164	–	–	0.17%	164
2017 Q2	$686K	Hold	5,164	–	–	0.17%	167
2017 Q1	$599K	Hold	5,164	–	–	0.16%	176
2016 Q4	$592K	Sell	5,164 -1,719	-25%	-$192K	0.17%	167
2016 Q3	$757K	Hold	6,883	–	–	0.22%	134
2016 Q2	$768K	Hold	6,883	–	–	0.24%	120
2016 Q1	$716K	Hold	6,883	–	–	0.22%	135
2015 Q4	$664K	Hold	6,883	–	–	0.22%	139
2015 Q3	$611K	Hold	6,883	–	–	0.21%	144
2015 Q2	$694K	Hold	6,883	–	–	0.22%	139
2015 Q1	$672K	Hold	6,883	–	–	0.23%	137
2014 Q4	$635K	Hold	6,883	–	–	0.22%	138
2014 Q3	$573K	Hold	6,883	–	–	0.21%	148
2014 Q2	$554K	Hold	6,883	–	–	0.21%	148
2014 Q1	$535K	Hold	6,883	–	–	0.21%	150
2013 Q4	$525K	Hold	6,883	–	–	0.21%	146
2013 Q3	$456K	Hold	6,883	–	–	0.2%	147
2013 Q2	$420K	Buy	+6,883	New	+$416K	0.19%	152

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Everence Capital Management's INTU Position: Q1 2026 in Review

Everence Capital Management held its Intuit (INTU) position steady in Q1 2026 at 7,895 shares worth $3.41M. The position accounts for 0.21% of the portfolio, ranked #92.

Everence Capital Management first reported a position in INTU in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.25M in Q1 2022. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Everence Capital Management held 7,895 shares of Intuit worth $3.41M as of Q1 2026.
Everence Capital Management left its Intuit share count unchanged in Q1 2026.
Intuit made up 0.21% of Everence Capital Management's portfolio in Q1 2026, its #92 holding.
Everence Capital Management first reported a position in Intuit in Q2 2013 and has held it in 52 quarters since.
Everence Capital Management's Intuit position peaked at $6.25M in Q1 2022.
2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.