EFG
INTU icon

Everhart Financial Group’s Intuit INTU Stock Holding History

Everhart Financial Group’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 		$220K Sell
844
-1,772
-68% -$617K 0.01% 438
2026
Q1 		$1.13M Sell
2,616
-1,644
-39% -$784K 0.1% 147
2025
Q4 		$2.82M Buy
4,260
+881
+26% +$582K 0.26% 45
2025
Q3 		$2.31M Buy
3,379
+1
+0% +$721 0.23% 50
2025
Q2 		$2.66M Buy
3,378
+879
+35% +$595K 0.31% 45
2025
Q1 		$1.53M Buy
2,499
+127
+5% +$76.3K 0.21% 66
2024
Q4 		$1.49M Sell
2,372
-100
-4% -$63.9K 0.31% 57
2024
Q3 		$1.54M Buy
2,472
+204
+9% +$130K 0.34% 50
2024
Q2 		$1.49M Buy
2,268
+315
+16% +$195K 0.39% 45
2024
Q1 		$1.27M Buy
1,953
+195
+11% +$124K 0.37% 51
2023
Q4 		$1.1M Buy
1,758
+223
+15% +$123K 0.39% 52
2023
Q3 		$784K Buy
1,535
+85
+6% +$43K 0.33% 62
2023
Q2 		$664K Buy
1,450
+92
+7% +$40.3K 0.27% 75
2023
Q1 		$605K Buy
1,358
+519
+62% +$213K 0.27% 75
2022
Q4 		$327K Sell
839
-686
-45% -$272K 0.16% 111
2022
Q3 		$590K Buy
1,525
+479
+46% +$207K 0.33% 62
2022
Q2 		$403K Buy
+1,046
New +$433K 0.24% 95

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
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
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Everhart Financial Group's INTU Position: Q2 2026 in Review

Everhart Financial Group reduced its Intuit (INTU) stake by 68% in Q2 2026, selling an estimated $617K and leaving 844 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #438.

Everhart Financial Group first reported a position in INTU in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.82M in Q4 2025. 261 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Everhart Financial Group held 844 shares of Intuit worth $220K as of Q2 2026.
  • Everhart Financial Group sold 1,772 Intuit shares in Q2 2026, an estimated $617K.
  • Intuit made up 0.01% of Everhart Financial Group's portfolio in Q2 2026, its #438 holding.
  • Everhart Financial Group first reported a position in Intuit in Q2 2022 and has held it in 17 quarters since.
  • Everhart Financial Group's Intuit position peaked at $2.82M in Q4 2025.
  • 261 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.