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Evermay Wealth Management’s Intuit INTU Stock Holding History

Evermay Wealth 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 		$10.7K Buy
41
+26
+173% +$9.06K ﹤0.01% 505
2026
Q1 		$6.49K Buy
15
+13
+650% +$6.2K ﹤0.01% 493
2025
Q4 		$1.32K Hold
2
– – ﹤0.01% 528
2025
Q3 		$1.37K Hold
2
– – ﹤0.01% 507
2025
Q2 		$1.58K Hold
2
– – ﹤0.01% 511
2025
Q1 		$1.23K Hold
2
– – ﹤0.01% 527
2024
Q4 		$1.26K Hold
2
– – ﹤0.01% 523
2024
Q3 		$1.24K Hold
2
– – ﹤0.01% 557
2024
Q2 		$1.31K Hold
2
– – ﹤0.01% 561
2024
Q1 		$1.3K Sell
2
-3
-60% -$1.92K ﹤0.01% 558
2023
Q4 		$3.13K Buy
5
+3
+150% +$1.66K ﹤0.01% 497
2023
Q3 		$1.02K Buy
+2
New +$1.01K ﹤0.01% 526

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Evermay Wealth Management's INTU Position: Q2 2026 in Review

Evermay Wealth Management increased its Intuit (INTU) stake by 173% in Q2 2026, buying an estimated $9.06K and bringing the position to 41 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

Evermay Wealth Management first reported a position in INTU in Q3 2023 and has held it in 12 quarters since. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Evermay Wealth Management held 41 shares of Intuit worth $10.7K as of Q2 2026.
  • Evermay Wealth Management bought 26 Intuit shares in Q2 2026, an estimated $9.06K.
  • Intuit made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #505 holding.
  • Evermay Wealth Management first reported a position in Intuit in Q3 2023 and has held it in 12 quarters since.
  • 625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.