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First National Trust’s Intuit INTU Stock Holding History

First National Trust’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 		$215K Sell
824
-370
-31% -$129K 0.01% 363
2026
Q1 		$516K Sell
1,194
-70
-6% -$33.4K 0.02% 296
2025
Q4 		$837K Buy
1,264
+134
+12% +$88.5K 0.03% 259
2025
Q3 		$772K Buy
1,130
+106
+10% +$76.4K 0.03% 267
2025
Q2 		$807K Sell
1,024
-14
-1% -$9.47K 0.03% 256
2025
Q1 		$637K Sell
1,038
-23
-2% -$13.8K 0.03% 265
2024
Q4 		$667K Sell
1,061
-6
-0.6% -$3.83K 0.03% 269
2024
Q3 		$663K Buy
1,067
+68
+7% +$43.4K 0.03% 261
2024
Q2 		$657K Buy
999
+36
+4% +$22.3K 0.03% 256
2024
Q1 		$626K Sell
963
-12
-1% -$7.66K 0.03% 255
2023
Q4 		$609K Buy
975
+84
+9% +$46.3K 0.03% 253
2023
Q3 		$455K Buy
891
+285
+47% +$144K 0.02% 270
2023
Q2 		$278K Sell
606
-668
-52% -$293K 0.01% 325
2023
Q1 		$568K Buy
1,274
+79
+7% +$32.4K 0.03% 252
2022
Q4 		$465K Sell
1,195
-33
-3% -$13.1K 0.02% 258
2022
Q3 		$476K Sell
1,228
-31
-2% -$13.4K 0.03% 249
2022
Q2 		$485K Sell
1,259
-57
-4% -$23.6K 0.03% 264
2022
Q1 		$633K Sell
1,316
-73
-5% -$37.4K 0.03% 244
2021
Q4 		$893K Buy
1,389
+70
+5% +$43.2K 0.05% 216
2021
Q3 		$712K Buy
1,319
+24
+2% +$12.9K 0.04% 221
2021
Q2 		$635K Buy
1,295
+58
+5% +$25.1K 0.04% 231
2021
Q1 		$474K Buy
1,237
+290
+31% +$112K 0.03% 262
2020
Q4 		$360K Buy
947
+90
+11% +$31.6K 0.02% 260
2020
Q3 		$280K Sell
857
-30
-3% -$9.39K 0.02% 249
2020
Q2 		$263K Buy
+887
New +$243K 0.02% 259
2020
Q1 		– Sell
-853
Closed -$223K – 299
2019
Q4 		$223K Sell
853
-15
-2% -$3.92K 0.02% 295
2019
Q3 		$231K Sell
868
-39
-4% -$10.7K 0.02% 284
2019
Q2 		$237K Buy
907
+17
+2% +$4.32K 0.02% 290
2019
Q1 		$233K Buy
+890
New +$206K 0.02% 292
2018
Q4 		– Sell
-1,040
Closed -$236K – 324
2018
Q3 		$236K Buy
+1,040
New +$223K 0.02% 303

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

First National Trust's INTU Position: Q2 2026 in Review

First National Trust reduced its Intuit (INTU) stake by 31% in Q2 2026, selling an estimated $129K and leaving 824 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #363.

First National Trust first reported a position in INTU in Q3 2018 and has held it in 30 quarters since. The position peaked at $893K in Q4 2021. 665 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • First National Trust held 824 shares of Intuit worth $215K as of Q2 2026.
  • First National Trust sold 370 Intuit shares in Q2 2026, an estimated $129K.
  • Intuit made up 0.01% of First National Trust's portfolio in Q2 2026, its #363 holding.
  • First National Trust first reported a position in Intuit in Q3 2018 and has held it in 30 quarters since.
  • First National Trust's Intuit position peaked at $893K in Q4 2021.
  • 665 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on First National Trust's 13F filing for Q2 2026, filed 30 Jul 2026.