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Timothy G. Youngquist 2020 Irrevocable Trust’s Intuit INTU Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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
-410
Closed -$177K – 299
2026
Q1 		$177K Buy
+410
New +$196K 0.08% 128

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's INTU Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Intuit (INTU) in Q2 2026, closing a stake of 410 shares — an estimated $177K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in INTU in Q1 2026 and held it in 1 quarter. The position peaked at $177K in Q1 2026. 988 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 410 Intuit shares in Q2 2026, an estimated $177K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Intuit in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Intuit position peaked at $177K in Q1 2026.
  • 988 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.