Gemmer Asset Management’s Intuit INTU Stock Holding History

Gemmer 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	$624K	Sell	2,392 -212	-8%	-$73.8K	0.04%	104
2026 Q1	$1.13M	Buy	2,604 +84	+3%	+$40.1K	0.09%	76
2025 Q4	$1.67M	Buy	2,520 +2,152	+585%	+$1.42M	0.13%	64
2025 Q3	$251K	Hold	368	–	–	0.02%	146
2025 Q2	$290K	Sell	368 -25	-6%	-$16.9K	0.03%	132
2025 Q1	$241K	Sell	393 -87	-18%	-$52.2K	0.02%	136
2024 Q4	$302K	Hold	480	–	–	0.03%	118
2024 Q3	$298K	Buy	480 +32	+7%	+$20.4K	0.03%	118
2024 Q2	$294K	Buy	448 +16	+4%	+$9.92K	0.03%	111
2024 Q1	$281K	Sell	432 -31	-7%	-$19.8K	0.03%	109
2023 Q4	$289K	Hold	463	–	–	0.04%	102
2023 Q3	$237K	Buy	+463	New	+$234K	0.03%	113
2022 Q2	–	Sell	-145	Closed	-$69K	–	594
2022 Q1	$69K	Buy	145 +1	+0.7%	+$512	0.01%	212
2021 Q4	$93K	Hold	144	–	–	0.01%	184
2021 Q3	$78K	Hold	144	–	–	0.01%	183
2021 Q2	$71K	Buy	144 +5	+4%	+$2.17K	0.01%	216
2021 Q1	$53K	Sell	139 -125	-47%	-$48.1K	0.01%	233
2020 Q4	$100K	Sell	264 -15	-5%	-$5.27K	0.02%	145
2020 Q3	$91K	Buy	279 +1	+0.4%	+$313	0.02%	136
2020 Q2	$82K	Sell	278 -23	-8%	-$6.31K	0.02%	145
2020 Q1	$69K	Buy	301 +12	+4%	+$3.25K	0.02%	140
2019 Q4	$76K	Buy	289 +11	+4%	+$2.88K	0.02%	150
2019 Q3	$74K	Buy	278 +1	+0.4%	+$275	0.02%	150
2019 Q2	$72K	Hold	277	–	–	0.02%	151
2019 Q1	$72K	Hold	277	–	–	0.02%	149
2018 Q4	$54K	Buy	277 +1	+0.4%	+$208	0.02%	168
2018 Q3	$63K	Hold	276	–	–	0.02%	156
2018 Q2	$56K	Hold	276	–	–	0.02%	165
2018 Q1	$48K	Hold	276	–	–	0.02%	192
2017 Q4	$43K	Buy	276 +1	+0.4%	+$152	0.01%	212
2017 Q3	$39K	Hold	275	–	–	0.01%	212
2017 Q2	$37K	Hold	275	–	–	0.02%	222
2017 Q1	$32K	Sell	275 -134	-33%	-$16.1K	0.01%	231
2016 Q4	$47K	Buy	409 +1	+0.2%	+$112	0.02%	174
2016 Q3	$45K	Buy	408 +1	+0.2%	+$112	0.02%	179
2016 Q2	$45K	Buy	407 +1	+0.2%	+$105	0.02%	177
2016 Q1	$42K	Buy	406 +267	+192%	+$25.8K	0.02%	181
2015 Q4	$13K	Hold	139	–	–	0.01%	448
2015 Q3	$12K	Hold	139	–	–	0.01%	488
2015 Q2	$14K	Hold	139	–	–	0.01%	448
2015 Q1	$13K	Hold	139	–	–	0.01%	495
2014 Q4	$13K	Hold	139	–	–	0.01%	472
2014 Q3	$12K	Hold	139	–	–	0.01%	485
2014 Q2	$11K	Hold	139	–	–	0.01%	550
2014 Q1	$11K	Buy	+139	New	+$10.6K	0.01%	536

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Gemmer Asset Management reduced its Intuit (INTU) stake by 8.1% in Q2 2026, selling an estimated $73.8K and leaving 2,392 shares worth $624K. The position accounts for 0.04% of the portfolio, ranked #104.

Gemmer Asset Management first reported a position in INTU in Q1 2014 and has held it in 45 quarters since. The position peaked at $1.67M in Q4 2025. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Gemmer Asset Management held 2,392 shares of Intuit worth $624K as of Q2 2026.
Gemmer Asset Management sold 212 Intuit shares in Q2 2026, an estimated $73.8K.
Intuit made up 0.04% of Gemmer Asset Management's portfolio in Q2 2026, its #104 holding.
Gemmer Asset Management first reported a position in Intuit in Q1 2014 and has held it in 45 quarters since.
Gemmer Asset Management's Intuit position peaked at $1.67M in Q4 2025.
1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Gemmer Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.