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Evergreen Capital Management’s Intuit INTU Stock Holding History

Evergreen 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
Q2 		$12.6M Buy
48,386
+14,732
+44% +$5.13M 0.22% 102
2026
Q1 		$14.6M Buy
33,654
+28,002
+495% +$13.4M 0.32% 76
2025
Q4 		$3.74M Buy
5,652
+89
+2% +$58.8K 0.08% 227
2025
Q3 		$3.8M Buy
5,563
+415
+8% +$299K 0.09% 203
2025
Q2 		$4.05M Buy
5,148
+114
+2% +$77.1K 0.12% 178
2025
Q1 		$3.09M Buy
5,034
+720
+17% +$432K 0.1% 201
2024
Q4 		$2.71M Sell
4,314
-445
-9% -$284K 0.09% 215
2024
Q3 		$2.96M Buy
4,759
+428
+10% +$273K 0.1% 205
2024
Q2 		$2.85M Buy
4,331
+73
+2% +$45.3K 0.1% 200
2024
Q1 		$2.77M Buy
4,258
+83
+2% +$53K 0.1% 199
2023
Q4 		$2.61M Buy
4,175
+20
+0.5% +$11K 0.11% 205
2023
Q3 		$2.12M Buy
4,155
+39
+0.9% +$19.7K 0.09% 211
2023
Q2 		$1.89M Buy
4,116
+167
+4% +$73.1K 0.08% 219
2023
Q1 		$1.76M Sell
3,949
-351
-8% -$144K 0.08% 222
2022
Q4 		$1.67M Buy
4,300
+347
+9% +$138K 0.08% 226
2022
Q3 		$1.53M Buy
3,953
+1,621
+70% +$700K 0.08% 224
2022
Q2 		$899K Sell
2,332
-1,128
-33% -$467K 0.05% 261
2022
Q1 		$1.66M Buy
3,460
+73
+2% +$37.4K 0.07% 237
2021
Q4 		$2.18M Buy
3,387
+293
+9% +$181K 0.09% 212
2021
Q3 		$1.67M Buy
3,094
+1,035
+50% +$558K 0.08% 226
2021
Q2 		$1.01M Buy
2,059
+82
+4% +$35.6K 0.05% 262
2021
Q1 		$757K Buy
1,977
+353
+22% +$136K 0.04% 276
2020
Q4 		$617K Buy
+1,624
New +$570K 0.04% 267

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

Evergreen Capital Management's INTU Position: Q2 2026 in Review

Evergreen Capital Management increased its Intuit (INTU) stake by 44% in Q2 2026, buying an estimated $5.13M and bringing the position to 48,386 shares worth $12.6M. The position accounts for 0.22% of the portfolio, ranked #102.

Evergreen Capital Management first reported a position in INTU in Q4 2020 and has held it in 23 quarters since. The position peaked at $14.6M in Q1 2026. 570 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Evergreen Capital Management held 48,386 shares of Intuit worth $12.6M as of Q2 2026.
  • Evergreen Capital Management bought 14,732 Intuit shares in Q2 2026, an estimated $5.13M.
  • Intuit made up 0.22% of Evergreen Capital Management's portfolio in Q2 2026, its #102 holding.
  • Evergreen Capital Management first reported a position in Intuit in Q4 2020 and has held it in 23 quarters since.
  • Evergreen Capital Management's Intuit position peaked at $14.6M in Q1 2026.
  • 570 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.