Ferguson Wellman Capital Management’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.57M Sell
13,681
-24
-0.2% -$8.36K 0.04% 147
2026
Q1
$5.93M Sell
13,705
-228
-2% -$109K 0.08% 119
2025
Q4
$9.23M Buy
13,933
+235
+2% +$155K 0.15% 80
2025
Q3
$9.35M Buy
13,698
+7
+0.1% +$5.05K 0.15% 81
2025
Q2
$10.8M Sell
13,691
-137
-1% -$92.7K 0.19% 70
2025
Q1
$8.49M Sell
13,828
-587
-4% -$352K 0.16% 79
2024
Q4
$9.06M Sell
14,415
-42
-0.3% -$26.8K 0.17% 78
2024
Q3
$8.98M Sell
14,457
-434
-3% -$277K 0.17% 81
2024
Q2
$9.79M Sell
14,891
-366
-2% -$227K 0.2% 80
2024
Q1
$9.92M Sell
15,257
-111
-0.7% -$70.9K 0.2% 76
2023
Q4
$9.61M Buy
15,368
+3
+0% +$1.66K 0.22% 75
2023
Q3
$7.85M Sell
15,365
-38
-0.2% -$19.2K 0.19% 83
2023
Q2
$7.06M Sell
15,403
-1
-0% -$438 0.17% 88
2023
Q1
$6.87M Sell
15,404
-782
-5% -$321K 0.17% 87
2022
Q4
$6.3M Buy
16,186
+800
+5% +$317K 0.16% 94
2022
Q3
$5.96M Buy
15,386
+43
+0.3% +$18.6K 0.23% 71
2022
Q2
$5.91M Sell
15,343
-157
-1% -$65K 0.22% 78
2022
Q1
$7.45M Sell
15,500
-1
-0% -$512 0.23% 77
2021
Q4
$9.97M Sell
15,501
-326
-2% -$201K 0.29% 67
2021
Q3
$8.54M Sell
15,827
-5
-0% -$2.69K 0.28% 72
2021
Q2
$7.76M Sell
15,832
-297
-2% -$129K 0.25% 74
2021
Q1
$6.18M Sell
16,129
-1,023
-6% -$394K 0.21% 79
2020
Q4
$6.51M Hold
17,152
0.16% 122
2020
Q3
$5.59M Sell
17,152
-300
-2% -$93.9K 0.15% 115
2020
Q2
$5.17M Sell
17,452
-250
-1% -$68.6K 0.16% 114
2020
Q1
$4.07M Hold
17,702
0.15% 119
2019
Q4
$4.64M Sell
17,702
-424
-2% -$111K 0.14% 129
2019
Q3
$4.82M Hold
18,126
0.15% 116
2019
Q2
$4.74M Sell
18,126
-130
-0.7% -$33K 0.16% 114
2019
Q1
$4.77M Buy
18,256
+875
+5% +$202K 0.16% 116
2018
Q4
$3.42M Sell
17,381
-20
-0.1% -$4.16K 0.13% 136
2018
Q3
$3.96M Sell
17,401
-79
-0.5% -$17K 0.13% 132
2018
Q2
$3.57M Sell
17,480
-20
-0.1% -$3.84K 0.12% 139
2018
Q1
$3.03M Sell
17,500
-470
-3% -$79.1K 0.11% 151
2017
Q4
$2.83M Sell
17,970
-550
-3% -$83.8K 0.1% 151
2017
Q3
$2.63M Sell
18,520
-345
-2% -$47.6K 0.1% 148
2017
Q2
$2.5M Sell
18,865
-545
-3% -$70.7K 0.09% 146
2017
Q1
$2.25M Sell
19,410
-1,805
-9% -$216K 0.09% 152
2016
Q4
$2.43M Sell
21,215
-9,510
-31% -$1.06M 0.1% 147
2016
Q3
$3.38M Sell
30,725
-109,149
-78% -$12.2M 0.14% 124
2016
Q2
$15.6M Buy
139,874
+1,955
+1% +$204K 0.66% 54
2016
Q1
$14.3M Buy
137,919
+119,320
+642% +$11.5M 0.61% 55
2015
Q4
$1.79M Sell
18,599
-371
-2% -$35.9K 0.07% 173
2015
Q3
$1.68M Hold
18,970
0.07% 169
2015
Q2
$1.91M Sell
18,970
-680
-3% -$69.4K 0.08% 176
2015
Q1
$1.91M Sell
19,650
-535
-3% -$49.7K 0.08% 174
2014
Q4
$1.86M Sell
20,185
-600
-3% -$53.4K 0.07% 176
2014
Q3
$1.82M Sell
20,785
-200
-1% -$16.6K 0.08% 169
2014
Q2
$1.69M Sell
20,985
-290
-1% -$22.4K 0.07% 176
2014
Q1
$1.65M Sell
21,275
-1,245
-6% -$95K 0.07% 173
2013
Q4
$1.72M Sell
22,520
-299,367
-93% -$21.5M 0.08% 163
2013
Q3
$21.3M Sell
321,887
-145,246
-31% -$9.36M 1.06% 33
2013
Q2
$28.5M Buy
+467,133
New +$28.2M 2.2% 9

Other funds holding INTU

Ferguson Wellman Capital Management's INTU Position: Q2 2026 in Review

Ferguson Wellman Capital Management reduced its Intuit (INTU) stake by 0.18% in Q2 2026, selling an estimated $8.36K and leaving 13,681 shares worth $3.57M. The position accounts for 0.04% of the portfolio, ranked #147.

Ferguson Wellman Capital Management first reported a position in INTU in Q2 2013 and has held it in 53 quarters since. The position peaked at $28.5M in Q2 2013. 517 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Ferguson Wellman Capital Management held 13,681 shares of Intuit worth $3.57M as of Q2 2026.
  • Ferguson Wellman Capital Management sold 24 Intuit shares in Q2 2026, an estimated $8.36K.
  • Intuit made up 0.04% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #147 holding.
  • Ferguson Wellman Capital Management first reported a position in Intuit in Q2 2013 and has held it in 53 quarters since.
  • Ferguson Wellman Capital Management's Intuit position peaked at $28.5M in Q2 2013.
  • 517 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

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