Evergreen Private Wealth’s Intuit INTU Stock Holding History

Evergreen Private Wealth’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	$2.57M	Buy	9,861 +947	+11%	+$330K	0.95%	40
2026 Q1	$3.85M	Buy	8,914 +350	+4%	+$167K	1.56%	31
2025 Q4	$5.67M	Buy	8,564 +889	+12%	+$587K	2.24%	21
2025 Q3	$5.24M	Sell	7,675 -140	-2%	-$101K	2.12%	21
2025 Q2	$6.16M	Buy	7,815 +360	+5%	+$244K	2.58%	13
2025 Q1	$4.58M	Buy	7,455 +227	+3%	+$136K	2.14%	21
2024 Q4	$4.54M	Buy	7,228 +47	+0.7%	+$30K	2.13%	20
2024 Q3	$4.46M	Buy	7,181 +110	+2%	+$70.2K	2.07%	22
2024 Q2	$4.65M	Buy	7,071 +117	+2%	+$72.6K	2.29%	16
2024 Q1	$4.52M	Sell	6,954 -3,307	-32%	-$2.11M	2.26%	16
2023 Q4	$6.41M	Buy	+10,261	New	+$5.66M	3.46%	5

Other funds holding INTU

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

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

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 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 Private Wealth's INTU Position: Q2 2026 in Review

Evergreen Private Wealth increased its Intuit (INTU) stake by 11% in Q2 2026, buying an estimated $330K and bringing the position to 9,861 shares worth $2.57M. The position accounts for 0.95% of the portfolio, ranked #40.

Evergreen Private Wealth first reported a position in INTU in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.41M in Q4 2023. 581 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Evergreen Private Wealth held 9,861 shares of Intuit worth $2.57M as of Q2 2026.
Evergreen Private Wealth bought 947 Intuit shares in Q2 2026, an estimated $330K.
Intuit made up 0.95% of Evergreen Private Wealth's portfolio in Q2 2026, its #40 holding.
Evergreen Private Wealth first reported a position in Intuit in Q4 2023 and has held it in 11 quarters since.
Evergreen Private Wealth's Intuit position peaked at $6.41M in Q4 2023.
581 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

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