Mascoma Wealth Management’s Intuit INTU Stock Holding History

Mascoma Wealth Management’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	$1.83K	Hold	7	–	–	﹤0.01%	463
2026 Q1	$3.03K	Sell	7 -5	-42%	-$2.38K	﹤0.01%	397
2025 Q4	$7.95K	Buy	12 +4	+50%	+$2.64K	﹤0.01%	336
2025 Q3	$5.46K	Hold	8	–	–	﹤0.01%	368
2025 Q2	$6.3K	Sell	8 -4	-33%	-$2.71K	﹤0.01%	367
2025 Q1	$7.37K	Hold	12	–	–	﹤0.01%	362
2024 Q4	$7.54K	Buy	12 +4	+50%	+$2.56K	﹤0.01%	370
2024 Q3	$4.97K	Hold	8	–	–	﹤0.01%	387
2024 Q2	$5.26K	Hold	8	–	–	﹤0.01%	405
2024 Q1	$5.2K	Hold	8	–	–	﹤0.01%	376
2023 Q4	$5K	Hold	8	–	–	﹤0.01%	386
2023 Q3	$4.09K	Buy	+8	New	+$4.05K	﹤0.01%	415
2022 Q4	–	Sell	-11	Closed	-$4K	–	647
2022 Q3	$4K	Sell	11 -11	-50%	-$4.75K	﹤0.01%	503
2022 Q2	$8K	Sell	22 -24	-52%	-$9.94K	﹤0.01%	447
2022 Q1	$22K	Buy	46 +6	+15%	+$3.07K	0.01%	354
2021 Q4	$26K	Buy	40 +39	+3,900%	+$24.1K	0.01%	293
2021 Q3	$1K	Buy	+1	New	+$539	﹤0.01%	431
2021 Q2	–	Sell	-1	Closed	–	–	272
2021 Q1	$0	Buy	+1	New	+$385	﹤0.01%	451

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

Mascoma Wealth Management's INTU Position: Q2 2026 in Review

Mascoma Wealth Management held its Intuit (INTU) position steady in Q2 2026 at 7 shares worth $1.83K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Mascoma Wealth Management first reported a position in INTU in Q1 2021 and has held it in 18 quarters since. The position peaked at $26K in Q4 2021. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Mascoma Wealth Management held 7 shares of Intuit worth $1.83K as of Q2 2026.
Mascoma Wealth Management left its Intuit share count unchanged in Q2 2026.
Intuit made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #463 holding.
Mascoma Wealth Management first reported a position in Intuit in Q1 2021 and has held it in 18 quarters since.
Mascoma Wealth Management's Intuit position peaked at $26K in Q4 2021.
625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.