Goelzer Investment 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 | $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
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. 1,753 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.
- 1,753 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.