LDB
INTU icon

Lee, Danner & Bass’s Intuit INTU Stock Holding History

Lee, Danner & Bass’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
-746
Closed -$323K – 252
2026
Q1 		$323K Sell
746
-433
-37% -$207K 0.02% 211
2025
Q4 		$781K Sell
1,179
-1
-0.1% -$661 0.06% 147
2025
Q3 		$806K Sell
1,180
-5
-0.4% -$3.6K 0.06% 146
2025
Q2 		$933K Sell
1,185
-521
-31% -$353K 0.07% 137
2025
Q1 		$1.05M Hold
1,706
– – 0.08% 131
2024
Q4 		$1.07M Buy
1,706
+26
+2% +$16.6K 0.09% 129
2024
Q3 		$1.04M Sell
1,680
-690
-29% -$440K 0.07% 137
2024
Q2 		$1.56M Buy
+2,370
New +$1.47M 0.12% 114
2023
Q4 		$226K Buy
+361
New +$199K 0.02% 197

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Lee, Danner & Bass's INTU Position: Q2 2026 in Review

Lee, Danner & Bass sold out of Intuit (INTU) in Q2 2026, closing a stake of 746 shares — an estimated $323K sold.

Lee, Danner & Bass first reported a position in INTU in Q4 2023 and held it in 9 quarters. The position peaked at $1.56M in Q2 2024. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Lee, Danner & Bass reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Lee, Danner & Bass sold 746 Intuit shares in Q2 2026, an estimated $323K.
  • Lee, Danner & Bass first reported a position in Intuit in Q4 2023 and held it in 9 quarters.
  • Lee, Danner & Bass's Intuit position peaked at $1.56M in Q2 2024.
  • 625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.