Johnson Bixby & Associates’s Intuit INTU Stock Holding History

Johnson Bixby & Associates’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	-725	Closed	-$313K	–	135
2026 Q1	$313K	Hold	725	–	–	0.04%	99
2025 Q4	$480K	Hold	725	–	–	0.06%	75
2025 Q3	$495K	Hold	725	–	–	0.06%	69
2025 Q2	$571K	Hold	725	–	–	0.08%	62
2025 Q1	$445K	Hold	725	–	–	0.07%	73
2024 Q4	$456K	Hold	725	–	–	0.07%	72
2024 Q3	$450K	Hold	725	–	–	0.07%	75
2024 Q2	$476K	Hold	725	–	–	0.08%	66
2024 Q1	$471K	Hold	725	–	–	0.08%	65
2023 Q4	$453K	Hold	725	–	–	0.09%	63
2023 Q3	$370K	Hold	725	–	–	0.08%	65
2023 Q2	$332K	Hold	725	–	–	0.07%	76
2023 Q1	$323K	Hold	725	–	–	0.07%	75
2022 Q4	$282K	Hold	725	–	–	0.07%	82
2022 Q3	$281K	Hold	725	–	–	0.07%	78
2022 Q2	$279K	Hold	725	–	–	0.07%	81
2022 Q1	$349K	Hold	725	–	–	0.09%	63
2021 Q4	$466K	Hold	725	–	–	0.12%	49
2021 Q3	$391K	Hold	725	–	–	0.11%	54
2021 Q2	$386K	Hold	725	–	–	0.11%	58
2021 Q1	$278K	Hold	725	–	–	0.09%	65
2020 Q4	$275K	Buy	+725	New	+$255K	0.09%	59

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

Johnson Bixby & Associates's INTU Position: Q2 2026 in Review

Johnson Bixby & Associates sold out of Intuit (INTU) in Q2 2026, closing a stake of 725 shares — an estimated $313K sold.

Johnson Bixby & Associates first reported a position in INTU in Q4 2020 and held it in 22 quarters. The position peaked at $571K in Q2 2025. 653 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Johnson Bixby & Associates reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Johnson Bixby & Associates sold 725 Intuit shares in Q2 2026, an estimated $313K.
Johnson Bixby & Associates first reported a position in Intuit in Q4 2020 and held it in 22 quarters.
Johnson Bixby & Associates's Intuit position peaked at $571K in Q2 2025.
653 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.