Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$11.8M Sell
45,308
-3,179
-7% -$1.11M 0.16% 87
2026
Q1
$21M Buy
48,487
+37,687
+349% +$18M 0.3% 66
2025
Q4
$7.15M Buy
10,800
+9
+0.1% +$5.95K 0.1% 92
2025
Q3
$7.37M Hold
10,791
0.11% 87
2025
Q2
$8.5M Hold
10,791
0.13% 79
2025
Q1
$6.63M Sell
10,791
-70
-0.6% -$42K 0.12% 87
2024
Q4
$6.83M Buy
10,861
+53
+0.5% +$33.9K 0.12% 86
2024
Q3
$6.71M Sell
10,808
-42
-0.4% -$26.8K 0.12% 94
2024
Q2
$7.13M Hold
10,850
0.13% 84
2024
Q1
$7.05M Hold
10,850
0.13% 90
2023
Q4
$6.78M Sell
10,850
-418
-4% -$231K 0.14% 87
2023
Q3
$5.76M Sell
11,268
-5
-0% -$2.53K 0.14% 88
2023
Q2
$5.17M Buy
11,273
+11
+0.1% +$4.82K 0.12% 95
2023
Q1
$5.02M Buy
11,262
+169
+2% +$69.4K 0.12% 95
2022
Q4
$4.32M Sell
11,093
-36
-0.3% -$14.3K 0.11% 97
2022
Q3
$4.31M Hold
11,129
0.12% 98
2022
Q2
$4.29M Sell
11,129
-29
-0.3% -$12K 0.11% 105
2022
Q1
$5.37M Sell
11,158
-7
-0.1% -$3.58K 0.12% 99
2021
Q4
$7.18M Sell
11,165
-225
-2% -$139K 0.16% 90
2021
Q3
$6.14M Hold
11,390
0.15% 92
2021
Q2
$5.58M Sell
11,390
-50
-0.4% -$21.7K 0.14% 101
2021
Q1
$4.38M Buy
11,440
+160
+1% +$61.6K 0.12% 110
2020
Q4
$4.29M Hold
11,280
0.12% 110
2020
Q3
$3.68M Hold
11,280
0.11% 109
2020
Q2
$3.34M Hold
11,280
0.11% 107
2020
Q1
$2.59M Hold
11,280
0.1% 113
2019
Q4
$2.96M Buy
11,280
+147
+1% +$38.4K 0.09% 119
2019
Q3
$2.96M Sell
11,133
-20
-0.2% -$5.5K 0.1% 117
2019
Q2
$2.92M Sell
11,153
-55
-0.5% -$14K 0.1% 120
2019
Q1
$2.93M Buy
+11,208
New +$2.59M 0.11% 120
2018
Q4
Sell
-6,373
Closed -$1.45M 239
2018
Q3
$1.45M Hold
6,373
0.06% 153
2018
Q2
$1.3M Buy
6,373
+5,166
+428% +$991K 0.06% 157
2018
Q1
$209K Buy
+1,207
New +$203K 0.01% 314

Other funds holding INTU

HM Payson & Co's INTU Position: Q2 2026 in Review

HM Payson & Co reduced its Intuit (INTU) stake by 6.6% in Q2 2026, selling an estimated $1.11M and leaving 45,308 shares worth $11.8M. The position accounts for 0.16% of the portfolio, ranked #87.

HM Payson & Co first reported a position in INTU in Q1 2018 and has held it in 33 quarters since. The position peaked at $21M in Q1 2026. 555 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • HM Payson & Co held 45,308 shares of Intuit worth $11.8M as of Q2 2026.
  • HM Payson & Co sold 3,179 Intuit shares in Q2 2026, an estimated $1.11M.
  • Intuit made up 0.16% of HM Payson & Co's portfolio in Q2 2026, its #87 holding.
  • HM Payson & Co first reported a position in Intuit in Q1 2018 and has held it in 33 quarters since.
  • HM Payson & Co's Intuit position peaked at $21M in Q1 2026.
  • 555 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.