LRI Investments’s Intuit INTU Stock Holding History

LRI Investments’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	$12.8K	Sell	49 -147	-75%	-$51.2K	﹤0.01%	888
2026 Q1	$84.5K	Sell	196 -31	-14%	-$14.8K	0.01%	441
2025 Q4	$151K	Sell	227 -221	-49%	-$146K	0.01%	347
2025 Q3	$306K	Sell	448 -37	-8%	-$26.7K	0.03%	238
2025 Q2	$382K	Sell	485 -11	-2%	-$7.44K	0.03%	202
2025 Q1	$305K	Sell	496 -17	-3%	-$10.2K	0.03%	213
2024 Q4	$322K	Buy	513 +43	+9%	+$27.5K	0.03%	195
2024 Q3	$330K	Sell	470 -535	-53%	-$341K	0.03%	205
2024 Q2	$660K	Buy	1,005 +906	+915%	+$562K	0.08%	91
2024 Q1	$64.3K	Buy	+99	New	+$63.2K	0.02%	250

Other funds holding INTU

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LRI Investments's INTU Position: Q2 2026 in Review

LRI Investments reduced its Intuit (INTU) stake by 75% in Q2 2026, selling an estimated $51.2K and leaving 49 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

LRI Investments first reported a position in INTU in Q1 2024 and has held it in 10 quarters since. The position peaked at $660K in Q2 2024. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

LRI Investments held 49 shares of Intuit worth $12.8K as of Q2 2026.
LRI Investments sold 147 Intuit shares in Q2 2026, an estimated $51.2K.
Intuit made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #888 holding.
LRI Investments first reported a position in Intuit in Q1 2024 and has held it in 10 quarters since.
LRI Investments's Intuit position peaked at $660K in Q2 2024.
625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.