Hummer Financial Advisory Services’s Intuit INTU Stock Holding History

Hummer Financial Advisory Services’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	-640	Closed	-$277K	–	131
2026 Q1	$277K	Hold	640	–	–	0.2%	97
2025 Q4	$424K	Hold	640	–	–	0.3%	68
2025 Q3	$437K	Hold	640	–	–	0.32%	66
2025 Q2	$504K	Hold	640	–	–	0.38%	58
2025 Q1	$393K	Hold	640	–	–	0.32%	67
2024 Q4	$402K	Hold	640	–	–	0.32%	63
2024 Q3	$397K	Hold	640	–	–	0.31%	66
2024 Q2	$421K	Hold	640	–	–	0.36%	55
2024 Q1	$416K	Hold	640	–	–	0.34%	56
2023 Q4	$400K	Hold	640	–	–	0.37%	57
2023 Q3	$327K	Hold	640	–	–	0.33%	62
2023 Q2	$293K	Hold	640	–	–	0.29%	72
2023 Q1	$285K	Hold	640	–	–	0.3%	78
2022 Q4	$249K	Hold	640	–	–	0.27%	80
2022 Q3	$248K	Hold	640	–	–	0.29%	78
2022 Q2	$247K	Hold	640	–	–	0.28%	81
2022 Q1	$308K	Buy	640 +50	+8%	+$25.6K	0.28%	75
2021 Q4	$379K	Sell	590 -50	-8%	-$30.9K	0.32%	68
2021 Q3	$345K	Hold	640	–	–	0.32%	70
2021 Q2	$314K	Hold	640	–	–	0.29%	77
2021 Q1	$245K	Hold	640	–	–	0.24%	90
2020 Q4	$243K	Hold	640	–	–	0.26%	86
2020 Q3	$209K	Buy	+640	New	+$200K	0.25%	88

Other funds holding INTU

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Hummer Financial Advisory Services's INTU Position: Q2 2026 in Review

Hummer Financial Advisory Services sold out of Intuit (INTU) in Q2 2026, closing a stake of 640 shares — an estimated $277K sold.

Hummer Financial Advisory Services first reported a position in INTU in Q3 2020 and held it in 23 quarters. The position peaked at $504K in Q2 2025. 665 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Hummer Financial Advisory Services reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Hummer Financial Advisory Services sold 640 Intuit shares in Q2 2026, an estimated $277K.
Hummer Financial Advisory Services first reported a position in Intuit in Q3 2020 and held it in 23 quarters.
Hummer Financial Advisory Services's Intuit position peaked at $504K in Q2 2025.
665 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Hummer Financial Advisory Services's 13F filing for Q2 2026, filed 7 Jul 2026.