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Goelzer Investment Management’s Intuit INTU Stock Holding History

Goelzer Investment 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 		$571K Sell
2,189
-174
-7% -$60.6K 0.02% 222
2026
Q1 		$1.02M Buy
2,363
+160
+7% +$76.3K 0.05% 171
2025
Q4 		$1.46M Buy
+2,203
New +$1.46M 0.07% 140
2020
Q4 		– Sell
-1,703
Closed -$556K – 224
2020
Q3 		$556K Sell
1,703
-50
-3% -$15.6K 0.05% 191
2020
Q2 		$519K Hold
1,753
– – 0.05% 185
2020
Q1 		$403K Buy
1,753
+11
+0.6% +$2.98K 0.05% 199
2019
Q4 		$456K Sell
1,742
-18
-1% -$4.71K 0.04% 201
2019
Q3 		$468K Buy
1,760
+30
+2% +$8.25K 0.04% 193
2019
Q2 		$452K Sell
1,730
-132
-7% -$33.5K 0.04% 204
2019
Q1 		$487K Sell
1,862
-79
-4% -$18.3K 0.05% 213
2018
Q4 		$382K Sell
1,941
-41
-2% -$8.53K 0.05% 173
2018
Q3 		$451K Hold
1,982
– – 0.05% 170
2018
Q2 		$405K Hold
1,982
– – 0.05% 173
2018
Q1 		$344K Sell
1,982
-341
-15% -$57.4K 0.04% 179
2017
Q4 		$367K Hold
2,323
– – 0.04% 175
2017
Q3 		$330K Hold
2,323
– – 0.04% 173
2017
Q2 		$309K Sell
2,323
-123
-5% -$16K 0.04% 176
2017
Q1 		$284K Sell
2,446
-100
-4% -$12K 0.04% 177
2016
Q4 		$292K Hold
2,546
– – 0.04% 179
2016
Q3 		$280K Hold
2,546
– – 0.04% 186
2016
Q2 		$284K Hold
2,546
– – 0.04% 184
2016
Q1 		$265K Sell
2,546
-127
-5% -$12.3K 0.04% 184
2015
Q4 		$258K Hold
2,673
– – 0.04% 187
2015
Q3 		$237K Hold
2,673
– – 0.04% 188
2015
Q2 		$269K Hold
2,673
– – 0.04% 184
2015
Q1 		$259K Sell
2,673
-350
-12% -$32.5K 0.04% 182
2014
Q4 		$279K Sell
3,023
-150
-5% -$13.3K 0.04% 180
2014
Q3 		$278K Hold
3,173
– – 0.05% 178
2014
Q2 		$256K Sell
3,173
-150
-5% -$11.6K 0.04% 179
2014
Q1 		$258K Hold
3,323
– – 0.05% 180
2013
Q4 		$254K Hold
3,323
– – 0.05% 180
2013
Q3 		$220K Sell
3,323
-3,323
-50% -$214K 0.04% 173
2013
Q2 		$406K Buy
+6,646
New +$402K 0.04% 174

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

Goelzer Investment Management's INTU Position: Q2 2026 in Review

Goelzer Investment Management reduced its Intuit (INTU) stake by 7.4% in Q2 2026, selling an estimated $60.6K and leaving 2,189 shares worth $571K. The position accounts for 0.02% of the portfolio, ranked #222.

Goelzer Investment Management first reported a position in INTU in Q2 2013 and has held it in 33 quarters since. The position peaked at $1.46M in Q4 2025. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Goelzer Investment Management held 2,189 shares of Intuit worth $571K as of Q2 2026.
  • Goelzer Investment Management sold 174 Intuit shares in Q2 2026, an estimated $60.6K.
  • Intuit made up 0.02% of Goelzer Investment Management's portfolio in Q2 2026, its #222 holding.
  • Goelzer Investment Management first reported a position in Intuit in Q2 2013 and has held it in 33 quarters since.
  • Goelzer Investment Management's Intuit position peaked at $1.46M in Q4 2025.
  • 625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

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