Formidable Asset Management’s Intuit INTU Stock Holding History

Formidable Asset 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	$234K	Hold	897	–	–	0.04%	355
2026 Q1	$388K	Sell	897 -32	-3%	-$15.3K	0.06%	269
2025 Q4	$615K	Hold	929	–	–	0.09%	208
2025 Q3	$634K	Hold	929	–	–	0.1%	195
2025 Q2	$732K	Sell	929 -252	-21%	-$171K	0.12%	160
2025 Q1	$725K	Buy	+1,181	New	+$709K	0.12%	167
2024 Q3	–	Sell	-328	Closed	-$216K	–	387
2024 Q2	$216K	Sell	328 -8	-2%	-$4.96K	0.03%	359
2024 Q1	$218K	Hold	336	–	–	0.04%	320
2023 Q4	$210K	Buy	+336	New	+$185K	0.04%	254
2022 Q1	–	Sell	-336	Closed	-$210K	–	352
2021 Q4	$210K	Buy	+336	New	+$207K	0.04%	287
2017 Q4	–	Sell	-1,650	Closed	-$235K	–	153
2017 Q3	$235K	Hold	1,650	–	–	0.1%	173
2017 Q2	$219K	Hold	1,650	–	–	0.11%	154
2017 Q1	$208K	Buy	+1,650	New	+$198K	0.09%	175
2016 Q2	–	Sell	-1,650	Closed	-$168K	–	295
2016 Q1	$168K	Sell	1,650 -615	-27%	-$59.4K	0.12%	129
2015 Q4	$218K	Sell	2,265 -75	-3%	-$7.25K	0.15%	130
2015 Q3	$207K	Hold	2,340	–	–	0.14%	137
2015 Q2	$236K	Hold	2,340	–	–	0.15%	124
2015 Q1	$239K	Sell	2,340 -2,305	-50%	-$214K	0.16%	122
2014 Q4	$428K	Hold	4,645	–	–	0.29%	82
2014 Q3	$410K	Sell	4,645 -90	-2%	-$7.48K	0.27%	86
2014 Q2	$381K	Hold	4,735	–	–	0.23%	101
2014 Q1	$354K	Hold	4,735	–	–	0.25%	86
2013 Q4	$338K	Buy	4,735 +2,935	+163%	+$211K	0.23%	98
2013 Q3	$120K	Buy	+1,800	New	+$116K	0.1%	125

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

Formidable Asset Management's INTU Position: Q2 2026 in Review

Formidable Asset Management held its Intuit (INTU) position steady in Q2 2026 at 897 shares worth $234K. The position accounts for 0.04% of the portfolio, ranked #355.

Formidable Asset Management first reported a position in INTU in Q3 2013 and has held it in 24 quarters since. The position peaked at $732K in Q2 2025. 570 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Formidable Asset Management held 897 shares of Intuit worth $234K as of Q2 2026.
Formidable Asset Management left its Intuit share count unchanged in Q2 2026.
Intuit made up 0.04% of Formidable Asset Management's portfolio in Q2 2026, its #355 holding.
Formidable Asset Management first reported a position in Intuit in Q3 2013 and has held it in 24 quarters since.
Formidable Asset Management's Intuit position peaked at $732K in Q2 2025.
570 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.