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Moody Lynn & Lieberson’s Intuit INTU Stock Holding History

Moody Lynn & Lieberson’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 		$211K Sell
807
-69
-8% -$24K 0.01% 253
2026
Q1 		$379K Sell
876
-244
-22% -$116K 0.02% 193
2025
Q4 		$742K Buy
1,120
+9
+0.8% +$5.95K 0.04% 139
2025
Q3 		$759K Sell
1,111
-561
-34% -$404K 0.04% 141
2025
Q2 		$1.32M Buy
1,672
+15
+0.9% +$10.2K 0.08% 106
2025
Q1 		$1.02M Buy
1,657
+3
+0.2% +$1.8K 0.07% 118
2024
Q4 		$1.04M Sell
1,654
-3,930
-70% -$2.51M 0.06% 111
2024
Q3 		$3.47M Buy
5,584
+2,551
+84% +$1.63M 0.21% 66
2024
Q2 		$1.99M Sell
3,033
-3,946
-57% -$2.45M 0.13% 84
2024
Q1 		$4.54M Sell
6,979
-65
-0.9% -$41.5K 0.31% 56
2023
Q4 		$4.4M Buy
7,044
+3,413
+94% +$1.88M 0.34% 54
2023
Q3 		$1.86M Buy
3,631
+2,709
+294% +$1.37M 0.16% 81
2023
Q2 		$422K Buy
922
+7
+0.8% +$3.06K 0.03% 163
2023
Q1 		$408K Hold
915
– – 0.04% 168
2022
Q4 		$356K Sell
915
-75
-8% -$29.8K 0.03% 187
2022
Q3 		$383K Hold
990
– – 0.04% 166
2022
Q2 		$382K Sell
990
-1,589
-62% -$658K 0.03% 171
2022
Q1 		$1.24M Sell
2,579
-9,366
-78% -$4.8M 0.09% 102
2021
Q4 		$7.68M Buy
11,945
+3,635
+44% +$2.24M 0.52% 50
2021
Q3 		$4.48M Buy
8,310
+1,944
+31% +$1.05M 0.34% 66
2021
Q2 		$3.12M Buy
6,366
+4,390
+222% +$1.9M 0.24% 78
2021
Q1 		$757K Sell
1,976
-1,745
-47% -$672K 0.06% 129
2020
Q4 		$1.41M Buy
3,721
+2,050
+123% +$720K 0.12% 95
2020
Q3 		$545K Hold
1,671
– – 0.05% 128
2020
Q2 		$495K Sell
1,671
-19,200
-92% -$5.27M 0.05% 125
2020
Q1 		$4.8K Sell
20,871
-140
-0.7% -$37.9K 0.66% 43
2019
Q4 		$5.5M Sell
21,011
-2,385
-10% -$624K 0.53% 57
2019
Q3 		$6.22M Hold
23,396
– – 0.69% 50
2019
Q2 		$6.11M Buy
23,396
+1,955
+9% +$497K 0.67% 50
2019
Q1 		$5.61M Sell
21,441
-2,525
-11% -$584K 0.64% 51
2018
Q4 		$4.72M Buy
23,966
+990
+4% +$206K 0.63% 49
2018
Q3 		$5.22M Sell
22,976
-4,110
-15% -$883K 0.55% 54
2018
Q2 		$5.53M Buy
27,086
+4,280
+19% +$821K 0.65% 47
2018
Q1 		$3.95M Buy
+22,806
New +$3.84M 0.48% 56
2017
Q3 		– Sell
-16,130
Closed -$2.14M – 215
2017
Q2 		$2.14M Buy
+16,130
New +$2.09M 0.28% 69
2016
Q3 		– Sell
-53,970
Closed -$6.02M – 175
2016
Q2 		$6.02M Buy
+53,970
New +$5.64M 1.08% 34
2015
Q3 		– Sell
-51,529
Closed -$5.19M – 179
2015
Q2 		$5.19M Sell
51,529
-32,578
-39% -$3.32M 0.83% 47
2015
Q1 		$8.15M Buy
84,107
+16,691
+25% +$1.55M 1.3% 27
2014
Q4 		$6.21M Sell
67,416
-51,286
-43% -$4.56M 0.89% 43
2014
Q3 		$10.4M Buy
+118,702
New +$9.86M 1.55% 20

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
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Moody Lynn & Lieberson's INTU Position: Q2 2026 in Review

Moody Lynn & Lieberson reduced its Intuit (INTU) stake by 7.9% in Q2 2026, selling an estimated $24K and leaving 807 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #253.

Moody Lynn & Lieberson first reported a position in INTU in Q3 2014 and has held it in 40 quarters since. The position peaked at $10.4M in Q3 2014. 464 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Moody Lynn & Lieberson held 807 shares of Intuit worth $211K as of Q2 2026.
  • Moody Lynn & Lieberson sold 69 Intuit shares in Q2 2026, an estimated $24K.
  • Intuit made up 0.01% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #253 holding.
  • Moody Lynn & Lieberson first reported a position in Intuit in Q3 2014 and has held it in 40 quarters since.
  • Moody Lynn & Lieberson's Intuit position peaked at $10.4M in Q3 2014.
  • 464 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.