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Grimes & Company’s Intuit INTU Stock Holding History

Grimes & Company’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 		– Sell
-18,996
Closed -$8.21M – 462
2026
Q1 		$8.21M Sell
18,996
-1,704
-8% -$813K 0.23% 84
2025
Q4 		$13.7M Buy
20,700
+19,630
+1,835% +$13M 0.33% 61
2025
Q3 		$731K Buy
1,070
+683
+176% +$492K 0.02% 261
2025
Q2 		$305K Sell
387
-3
-0.8% -$2.03K 0.01% 336
2025
Q1 		$240K Buy
390
+24
+7% +$14.4K 0.01% 322
2024
Q4 		$230K Buy
366
+24
+7% +$15.3K 0.01% 346
2024
Q3 		$213K Buy
342
+1
+0.3% +$638 0.01% 341
2024
Q2 		$224K Buy
+341
New +$212K 0.01% 316
2022
Q2 		– Sell
-494
Closed -$237K – 283
2022
Q1 		$237K Sell
494
-44
-8% -$22.5K 0.01% 266
2021
Q4 		$346K Buy
538
+47
+10% +$29K 0.02% 227
2021
Q3 		$265K Buy
491
+31
+7% +$16.7K 0.01% 252
2021
Q2 		$225K Buy
+460
New +$199K 0.01% 273

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

Grimes & Company's INTU Position: Q2 2026 in Review

Grimes & Company sold out of Intuit (INTU) in Q2 2026, closing a stake of 18,996 shares — an estimated $8.21M sold.

Grimes & Company first reported a position in INTU in Q2 2021 and held it in 12 quarters. The position peaked at $13.7M in Q4 2025. 665 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Grimes & Company reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Grimes & Company sold 18,996 Intuit shares in Q2 2026, an estimated $8.21M.
  • Grimes & Company first reported a position in Intuit in Q2 2021 and held it in 12 quarters.
  • Grimes & Company's Intuit position peaked at $13.7M in Q4 2025.
  • 665 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.