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Martin Capital Advisors’s Intuit INTU Stock Holding History

Martin Capital Advisors’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 		$1.55M Buy
5,920
+170
+3% +$59.2K 0.81% 32
2026
Q1 		$2.49M Buy
5,750
+5
+0.1% +$2.38K 1.57% 14
2025
Q4 		$3.81M Buy
5,745
+43
+0.8% +$28.4K 2.23% 12
2025
Q3 		$3.89M Buy
5,702
+10
+0.2% +$7.21K 2.35% 12
2025
Q2 		$4.48M Buy
5,692
+85
+2% +$57.5K 2.92% 7
2025
Q1 		$3.44M Sell
5,607
-4
-0.1% -$2.4K 2.46% 10
2024
Q4 		$3.53M Buy
5,611
+125
+2% +$79.9K 2.27% 10
2024
Q3 		$3.41M Sell
5,486
-15
-0.3% -$9.57K 2.43% 9
2024
Q2 		$3.62M Sell
5,501
-67
-1% -$41.6K 2.71% 8
2024
Q1 		$3.62M Sell
5,568
-9
-0.2% -$5.75K 2.84% 8
2023
Q4 		$3.49M Sell
5,577
-6
-0.1% -$3.31K 2.94% 6
2023
Q3 		$2.85M Buy
5,583
+10
+0.2% +$5.06K 2.78% 8
2023
Q2 		$2.55M Buy
5,573
+50
+0.9% +$21.9K 2.34% 8
2023
Q1 		$2.46M Buy
5,523
+25
+0.5% +$10.3K 2.54% 8
2022
Q4 		$2.14M Buy
5,498
+74
+1% +$29.4K 2.39% 10
2022
Q3 		$2.1M Buy
5,424
+20
+0.4% +$8.64K 3.09% 7
2022
Q2 		$2.08M Hold
5,404
– – 1.84% 17
2022
Q1 		$2.6M Buy
5,404
+60
+1% +$30.7K 1.78% 15
2021
Q4 		$3.44M Buy
+5,344
New +$3.3M 2.13% 12

Other funds holding INTU

Ninety One (UK)
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Martin Capital Advisors's INTU Position: Q2 2026 in Review

Martin Capital Advisors increased its Intuit (INTU) stake by 3% in Q2 2026, buying an estimated $59.2K and bringing the position to 5,920 shares worth $1.55M. The position accounts for 0.81% of the portfolio, ranked #32.

Martin Capital Advisors first reported a position in INTU in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.48M in Q2 2025. 685 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Martin Capital Advisors held 5,920 shares of Intuit worth $1.55M as of Q2 2026.
  • Martin Capital Advisors bought 170 Intuit shares in Q2 2026, an estimated $59.2K.
  • Intuit made up 0.81% of Martin Capital Advisors's portfolio in Q2 2026, its #32 holding.
  • Martin Capital Advisors first reported a position in Intuit in Q4 2021 and has held it in 19 quarters since.
  • Martin Capital Advisors's Intuit position peaked at $4.48M in Q2 2025.
  • 685 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Martin Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.