Montag & Associates’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.96M | Sell |
7,500
-4,643
| -38% | -$1.62M | 0.08% | 168 |
|
|
2026
Q1 | $5.25M | Sell |
12,143
-3,441
| -22% | -$1.64M | 0.24% | 83 |
|
|
2025
Q4 | $10.3M | Sell |
15,584
-4,283
| -22% | -$2.83M | 0.47% | 54 |
|
|
2025
Q3 | $13.6M | Buy |
19,867
+1,581
| +9% | +$1.14M | 0.62% | 39 |
|
|
2025
Q2 | $14.4M | Buy |
18,286
+4,083
| +29% | +$2.76M | 0.7% | 36 |
|
|
2025
Q1 | $8.72M | Buy |
14,203
+768
| +6% | +$461K | 0.44% | 57 |
|
|
2024
Q4 | $8.44M | Sell |
13,435
-2,035
| -13% | -$1.3M | 0.4% | 60 |
|
|
2024
Q3 | $9.61M | Sell |
15,470
-4,405
| -22% | -$2.81M | 0.45% | 59 |
|
|
2024
Q2 | $13.1M | Buy |
19,875
+245
| +1% | +$152K | 0.66% | 41 |
|
|
2024
Q1 | $12.8M | Buy |
19,630
+159
| +0.8% | +$101K | 0.64% | 44 |
|
|
2023
Q4 | $12.2M | Buy |
19,471
+788
| +4% | +$435K | 0.68% | 37 |
|
|
2023
Q3 | $9.55M | Buy |
18,683
+4,875
| +35% | +$2.47M | 0.6% | 45 |
|
|
2023
Q2 | $6.33M | Sell |
13,808
-95
| -0.7% | -$41.6K | 0.39% | 60 |
|
|
2023
Q1 | $6.2M | Sell |
13,903
-250
| -2% | -$103K | 0.41% | 61 |
|
|
2022
Q4 | $5.51M | Sell |
14,153
-218
| -2% | -$86.5K | 0.37% | 71 |
|
|
2022
Q3 | $5.57M | Buy |
14,371
+1,146
| +9% | +$495K | 0.39% | 70 |
|
|
2022
Q2 | $5.1M | Sell |
13,225
-17
| -0.1% | -$7.04K | 0.33% | 78 |
|
|
2022
Q1 | $6.37M | Buy |
13,242
+12
| +0.1% | +$6.14K | 0.34% | 81 |
|
|
2021
Q4 | $8.51M | Buy |
13,230
+248
| +2% | +$153K | 0.42% | 65 |
|
|
2021
Q3 | $7M | Sell |
12,982
-511
| -4% | -$275K | 0.38% | 70 |
|
|
2021
Q2 | $6.61M | Sell |
13,493
-5,296
| -28% | -$2.3M | 0.35% | 80 |
|
|
2021
Q1 | $7.2M | Buy |
18,789
+137
| +0.7% | +$52.8K | 0.41% | 71 |
|
|
2020
Q4 | $7.08M | Buy |
18,652
+410
| +2% | +$144K | 0.44% | 66 |
|
|
2020
Q3 | $5.95M | Buy |
18,242
+450
| +3% | +$141K | 0.48% | 60 |
|
|
2020
Q2 | $5.27M | Sell |
17,792
-14,207
| -44% | -$3.9M | 0.46% | 61 |
|
|
2020
Q1 | $7.36M | Buy |
31,999
+7,020
| +28% | +$1.9M | 0.73% | 37 |
|
|
2019
Q4 | $6.54M | Buy |
24,979
+8,757
| +54% | +$2.29M | 0.52% | 54 |
|
|
2019
Q3 | $4.31M | Buy |
16,222
+685
| +4% | +$188K | 0.38% | 68 |
|
|
2019
Q2 | $4.06M | Sell |
15,537
-2,953
| -16% | -$750K | 0.36% | 70 |
|
|
2019
Q1 | $4.83M | Buy |
+18,490
| New | +$4.27M | 0.45% | 59 |
|
Other funds holding INTU
Montag & Associates's INTU Position: Q2 2026 in Review
Montag & Associates reduced its Intuit (INTU) stake by 38% in Q2 2026, selling an estimated $1.62M and leaving 7,500 shares worth $1.96M. The position accounts for 0.08% of the portfolio, ranked #168.
Montag & Associates first reported a position in INTU in Q1 2019 and has held it in 30 quarters since. The position peaked at $14.4M in Q2 2025. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.
- Montag & Associates held 7,500 shares of Intuit worth $1.96M as of Q2 2026.
- Montag & Associates sold 4,643 Intuit shares in Q2 2026, an estimated $1.62M.
- Intuit made up 0.08% of Montag & Associates's portfolio in Q2 2026, its #168 holding.
- Montag & Associates first reported a position in Intuit in Q1 2019 and has held it in 30 quarters since.
- Montag & Associates's Intuit position peaked at $14.4M in Q2 2025.
- 1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.
Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.