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Mogy Joel R Investment Counsel’s Intuit INTU Stock Holding History

Mogy Joel R Investment Counsel’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 		$15.7M Sell
60,028
-8,331
-12% -$2.9M 0.9% 23
2026
Q1 		$29.6M Sell
68,359
-5,172
-7% -$2.47M 1.85% 17
2025
Q4 		$48.7M Sell
73,531
-35
-0% -$23.1K 2.64% 14
2025
Q3 		$50.2M Buy
73,566
+335
+0.5% +$241K 2.75% 13
2025
Q2 		$57.7M Buy
73,231
+122
+0.2% +$82.6K 3.33% 11
2025
Q1 		$44.9M Buy
73,109
+1,123
+2% +$674K 2.89% 13
2024
Q4 		$45.2M Buy
71,986
+414
+0.6% +$265K 2.69% 13
2024
Q3 		$44.4M Buy
71,572
+407
+0.6% +$260K 2.72% 13
2024
Q2 		$46.8M Buy
71,165
+277
+0.4% +$172K 2.96% 13
2024
Q1 		$46.1M Sell
70,888
-976
-1% -$623K 3.13% 10
2023
Q4 		$44.9M Sell
71,864
-1,806
-2% -$996K 3.39% 10
2023
Q3 		$37.6M Sell
73,670
-76
-0.1% -$38.5K 3.17% 11
2023
Q2 		$33.8M Buy
73,746
+572
+0.8% +$250K 2.69% 15
2023
Q1 		$32.6M Buy
73,174
+375
+0.5% +$154K 2.89% 13
2022
Q4 		$28.3M Buy
72,799
+10
+0% +$3.97K 2.83% 11
2022
Q3 		$28.2M Buy
72,789
+106
+0.1% +$45.8K 2.95% 11
2022
Q2 		$28M Sell
72,683
-67
-0.1% -$27.7K 2.76% 12
2022
Q1 		$35M Buy
72,750
+500
+0.7% +$256K 2.77% 12
2021
Q4 		$46.5M Buy
72,250
+530
+0.7% +$327K 3.33% 8
2021
Q3 		$38.7M Buy
71,720
+505
+0.7% +$272K 3.17% 12
2021
Q2 		$34.9M Buy
71,215
+1,146
+2% +$497K 2.95% 13
2021
Q1 		$26.8M Buy
70,069
+2,335
+3% +$899K 2.58% 14
2020
Q4 		$25.7M Buy
67,734
+82
+0.1% +$28.8K 2.54% 13
2020
Q3 		$22.1M Buy
67,652
+58
+0.1% +$18.1K 2.38% 14
2020
Q2 		$20M Sell
67,594
-1,445
-2% -$396K 2.4% 14
2020
Q1 		$15.9M Buy
69,039
+29
+0% +$7.85K 2.26% 14
2019
Q4 		$18.1M Buy
69,010
+185
+0.3% +$48.4K 2.17% 18
2019
Q3 		$18.3M Sell
68,825
-297
-0.4% -$81.7K 2.32% 14
2019
Q2 		$18.1M Buy
69,122
+249
+0.4% +$63.3K 2.35% 13
2019
Q1 		$18M Buy
68,873
+432
+0.6% +$99.8K 2.43% 13
2018
Q4 		$13.5M Sell
68,441
-14
-0% -$2.91K 2.09% 17
2018
Q3 		$15.6M Buy
68,455
+25
+0% +$5.37K 2.09% 17
2018
Q2 		$14M Sell
68,430
-350
-0.5% -$67.1K 2.07% 18
2018
Q1 		$11.9M Buy
68,780
+925
+1% +$156K 1.85% 19
2017
Q4 		$10.7M Buy
67,855
+600
+0.9% +$91.4K 1.67% 22
2017
Q3 		$9.56M Buy
67,255
+2,680
+4% +$370K 1.59% 22
2017
Q2 		$8.58M Buy
64,575
+5,080
+9% +$659K 1.47% 25
2017
Q1 		$6.9M Buy
59,495
+11,810
+25% +$1.42M 1.19% 30
2016
Q4 		$5.46M Buy
47,685
+7,805
+20% +$874K 0.99% 32
2016
Q3 		$4.39M Buy
39,880
+15,205
+62% +$1.7M 0.8% 39
2016
Q2 		$2.75M Buy
24,675
+6,815
+38% +$713K 0.51% 51
2016
Q1 		$1.86M Buy
17,860
+16,091
+910% +$1.55M 0.34% 62
2015
Q4 		$1.71K Sell
1,769
-13,121
-88% -$1.27M 0.32% 65
2015
Q3 		$1.32M Buy
14,890
+540
+4% +$52.4K 0.26% 73
2015
Q2 		$1.45M Buy
14,350
+900
+7% +$91.9K 0.27% 69
2015
Q1 		$1.3M Buy
13,450
+200
+2% +$18.6K 0.24% 72
2014
Q4 		$1.22M Hold
13,250
– – 0.23% 73
2014
Q3 		$1.16M Buy
13,250
+350
+3% +$29.1K 0.23% 73
2014
Q2 		$1.04M Buy
12,900
+1,950
+18% +$150K 0.21% 75
2014
Q1 		$851K Buy
10,950
+2,100
+24% +$160K 0.18% 83
2013
Q4 		$675K Hold
8,850
– – 0.14% 90
2013
Q3 		$587K Buy
8,850
+2,250
+34% +$145K 0.13% 96
2013
Q2 		$403K Buy
+6,600
New +$399K 0.1% 107

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

Mogy Joel R Investment Counsel's INTU Position: Q2 2026 in Review

Mogy Joel R Investment Counsel reduced its Intuit (INTU) stake by 12% in Q2 2026, selling an estimated $2.9M and leaving 60,028 shares worth $15.7M. The position accounts for 0.9% of the portfolio, ranked #23.

Mogy Joel R Investment Counsel first reported a position in INTU in Q2 2013 and has held it in 53 quarters since. The position peaked at $57.7M in Q2 2025. 651 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Mogy Joel R Investment Counsel held 60,028 shares of Intuit worth $15.7M as of Q2 2026.
  • Mogy Joel R Investment Counsel sold 8,331 Intuit shares in Q2 2026, an estimated $2.9M.
  • Intuit made up 0.9% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #23 holding.
  • Mogy Joel R Investment Counsel first reported a position in Intuit in Q2 2013 and has held it in 53 quarters since.
  • Mogy Joel R Investment Counsel's Intuit position peaked at $57.7M in Q2 2025.
  • 651 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.