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McDaniel Terry & Co’s Intuit INTU Stock Holding History

McDaniel Terry & Co’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 		$10.5M Sell
40,121
-266
-0.7% -$92.7K 0.82% 30
2026
Q1 		$17.5M Buy
40,387
+1,864
+5% +$889K 1.48% 25
2025
Q4 		$25.5M Sell
38,523
-757
-2% -$500K 2.22% 19
2025
Q3 		$26.8M Buy
39,280
+7
+0% +$5.05K 2.16% 19
2025
Q2 		$30.9M Sell
39,273
-1,422
-3% -$962K 2.53% 18
2025
Q1 		$25M Buy
40,695
+178
+0.4% +$107K 2.19% 19
2024
Q4 		$25.5M Buy
40,517
+220
+0.5% +$141K 2.09% 22
2024
Q3 		$25M Buy
40,297
+476
+1% +$304K 2.1% 22
2024
Q2 		$26.2M Buy
39,821
+782
+2% +$485K 2.28% 21
2024
Q1 		$25.4M Sell
39,039
-76
-0.2% -$48.5K 2.26% 19
2023
Q4 		$24.4M Buy
39,115
+61
+0.2% +$33.6K 2.34% 20
2023
Q3 		$20M Buy
39,054
+588
+2% +$298K 2.08% 21
2023
Q2 		$17.6M Sell
38,466
-217
-0.6% -$95K 1.79% 26
2023
Q1 		$17.2M Buy
38,683
+558
+1% +$229K 1.88% 25
2022
Q4 		$14.8M Buy
38,125
+52
+0.1% +$20.6K 1.73% 26
2022
Q3 		$14.7M Buy
38,073
+822
+2% +$355K 1.91% 22
2022
Q2 		$14.4M Buy
37,251
+1,796
+5% +$744K 1.77% 23
2022
Q1 		$17M Buy
35,455
+901
+3% +$461K 1.84% 26
2021
Q4 		$22.2M Buy
34,554
+844
+3% +$521K 2.23% 19
2021
Q3 		$18.2M Buy
33,710
+488
+1% +$263K 2.12% 22
2021
Q2 		$16.3M Buy
33,222
+713
+2% +$309K 1.88% 25
2021
Q1 		$12.5M Buy
32,509
+611
+2% +$235K 1.52% 28
2020
Q4 		$12.1M Buy
31,898
+1,318
+4% +$463K 1.54% 28
2020
Q3 		$9.98M Buy
30,580
+3,886
+15% +$1.22M 1.41% 29
2020
Q2 		$7.91M Buy
+26,694
New +$7.32M 1.2% 29
2016
Q3 		– Sell
-3,480
Closed -$388K – 64
2016
Q2 		$388K Buy
+3,480
New +$364K 0.09% 47

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

McDaniel Terry & Co's INTU Position: Q2 2026 in Review

McDaniel Terry & Co reduced its Intuit (INTU) stake by 0.66% in Q2 2026, selling an estimated $92.7K and leaving 40,121 shares worth $10.5M. The position accounts for 0.82% of the portfolio, ranked #30.

McDaniel Terry & Co first reported a position in INTU in Q2 2016 and has held it in 26 quarters since. The position peaked at $30.9M in Q2 2025. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • McDaniel Terry & Co held 40,121 shares of Intuit worth $10.5M as of Q2 2026.
  • McDaniel Terry & Co sold 266 Intuit shares in Q2 2026, an estimated $92.7K.
  • Intuit made up 0.82% of McDaniel Terry & Co's portfolio in Q2 2026, its #30 holding.
  • McDaniel Terry & Co first reported a position in Intuit in Q2 2016 and has held it in 26 quarters since.
  • McDaniel Terry & Co's Intuit position peaked at $30.9M in Q2 2025.
  • 1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on McDaniel Terry & Co's 13F filing for Q2 2026, filed 30 Jul 2026.