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McKinley Carter Wealth Services’s Intuit INTU Stock Holding History

McKinley Carter Wealth Services’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 		$722K Sell
2,765
-14,210
-84% -$4.95M 0.04% 204
2026
Q1 		$7.34M Sell
16,975
-930
-5% -$444K 0.42% 62
2025
Q4 		$11.9M Sell
17,905
-610
-3% -$403K 0.66% 34
2025
Q3 		$12.6M Sell
18,515
-170
-0.9% -$123K 0.66% 32
2025
Q2 		$14.7M Buy
18,685
+577
+3% +$390K 0.82% 29
2025
Q1 		$11.1M Buy
18,108
+1
+0% +$601 0.68% 33
2024
Q4 		$11.4M Sell
18,107
-73
-0.4% -$46.6K 0.7% 30
2024
Q3 		$11.3M Sell
18,180
-39
-0.2% -$24.9K 0.68% 31
2024
Q2 		$12M Buy
18,219
+158
+0.9% +$98K 0.76% 31
2024
Q1 		$11.7M Buy
18,061
+263
+1% +$168K 0.78% 29
2023
Q4 		$11.1M Buy
17,798
+727
+4% +$401K 0.81% 29
2023
Q3 		$8.72M Sell
17,071
-125
-0.7% -$63.3K 0.69% 32
2023
Q2 		$7.88M Sell
17,196
-154
-0.9% -$67.4K 0.59% 34
2023
Q1 		$7.74M Sell
17,350
-223
-1% -$91.5K 0.6% 31
2022
Q4 		$6.84M Buy
17,573
+61
+0.3% +$24.2K 0.58% 39
2022
Q3 		$6.78M Buy
17,512
+339
+2% +$146K 0.63% 36
2022
Q2 		$6.62M Sell
17,173
-249
-1% -$103K 0.59% 36
2022
Q1 		$8.38M Sell
17,422
-156
-0.9% -$79.9K 0.66% 32
2021
Q4 		$11.3M Sell
17,578
-100
-0.6% -$61.7K 0.84% 24
2021
Q3 		$9.54M Sell
17,678
-1,024
-5% -$552K 0.78% 25
2021
Q2 		$9.17M Buy
18,702
+310
+2% +$134K 0.76% 24
2021
Q1 		$7.04M Buy
18,392
+294
+2% +$113K 0.6% 33
2020
Q4 		$6.87M Buy
18,098
+674
+4% +$237K 0.9% 22
2020
Q3 		$5.68M Buy
17,424
+69
+0.4% +$21.6K 1.28% 17
2020
Q2 		$5.14M Buy
17,355
+323
+2% +$88.6K 1.26% 16
2020
Q1 		$3.92M Buy
17,032
+264
+2% +$71.5K 1.17% 15
2019
Q4 		$4.39M Sell
16,768
-87
-0.5% -$22.7K 1.03% 18
2019
Q3 		$4.48M Sell
16,855
-255
-1% -$70.1K 1.15% 15
2019
Q2 		$4.47M Sell
17,110
-328
-2% -$83.4K 1.2% 15
2019
Q1 		$4.56M Buy
17,438
+1,289
+8% +$298K 1.28% 12
2018
Q4 		$3.18M Buy
16,149
+1,768
+12% +$368K 1.05% 19
2018
Q3 		$3.27M Buy
14,381
+795
+6% +$171K 0.97% 26
2018
Q2 		$2.78M Buy
13,586
+1,179
+10% +$226K 0.89% 29
2018
Q1 		$2.15M Buy
12,407
+7,627
+160% +$1.28M 0.7% 36
2017
Q4 		$754K Sell
4,780
-78
-2% -$11.9K 0.26% 77
2017
Q3 		$691K Sell
4,858
-118
-2% -$16.3K 0.27% 71
2017
Q2 		$661K Sell
4,976
-178
-3% -$23.1K 0.29% 66
2017
Q1 		$598K Buy
5,154
+3
+0.1% +$360 0.28% 69
2016
Q4 		$590K Buy
5,151
+3
+0.1% +$336 0.3% 69
2016
Q3 		$566K Sell
5,148
-188
-4% -$21K 0.29% 69
2016
Q2 		$596K Sell
5,336
-324
-6% -$33.9K 0.31% 69
2016
Q1 		$589K Sell
5,660
-98
-2% -$9.46K 0.33% 73
2015
Q4 		$556K Sell
5,758
-802
-12% -$77.5K 0.32% 68
2015
Q3 		$582K Sell
6,560
-1,057
-14% -$103K 0.36% 62
2015
Q2 		$768K Sell
7,617
-3,417
-31% -$349K 0.42% 65
2015
Q1 		$1.07M Sell
11,034
-7,592
-41% -$705K 0.69% 46
2014
Q4 		$1.72M Buy
18,626
+3,067
+20% +$273K 1.34% 25
2014
Q3 		$1.36M Buy
15,559
+339
+2% +$28.2K 1.29% 25
2014
Q2 		$1.23M Buy
15,220
+1,303
+9% +$101K 1.29% 30
2014
Q1 		$1.08M Buy
+13,917
New +$1.06M 1.18% 37

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
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
Mirae Asset Global Investments
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

McKinley Carter Wealth Services's INTU Position: Q2 2026 in Review

McKinley Carter Wealth Services reduced its Intuit (INTU) stake by 84% in Q2 2026, selling an estimated $4.95M and leaving 2,765 shares worth $722K. The position accounts for 0.04% of the portfolio, ranked #204.

McKinley Carter Wealth Services first reported a position in INTU in Q1 2014 and has held it in 50 quarters since. The position peaked at $14.7M in Q2 2025. 572 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • McKinley Carter Wealth Services held 2,765 shares of Intuit worth $722K as of Q2 2026.
  • McKinley Carter Wealth Services sold 14,210 Intuit shares in Q2 2026, an estimated $4.95M.
  • Intuit made up 0.04% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #204 holding.
  • McKinley Carter Wealth Services first reported a position in Intuit in Q1 2014 and has held it in 50 quarters since.
  • McKinley Carter Wealth Services's Intuit position peaked at $14.7M in Q2 2025.
  • 572 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.