Nelson Capital Management’s Intuit INTU Stock Holding History

Nelson Capital Management’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	$256K	Sell	982 -383	-28%	-$133K	0.03%	106
2026 Q1	$590K	Sell	1,365 -300	-18%	-$143K	0.07%	78
2025 Q4	$1.1M	Sell	1,665 -2	-0.1%	-$1.32K	0.13%	70
2025 Q3	$1.14M	Buy	1,667 +2	+0.1%	+$1.44K	0.14%	72
2025 Q2	$1.31M	Sell	1,665 -300	-15%	-$203K	0.17%	68
2025 Q1	$1.21M	Hold	1,965	–	–	0.21%	69
2024 Q4	$1.24M	Hold	1,965	–	–	0.2%	71
2024 Q3	$1.22M	Hold	1,965	–	–	0.21%	68
2024 Q2	$1.29M	Hold	1,965	–	–	0.23%	70
2024 Q1	$1.28M	Hold	1,965	–	–	0.24%	70
2023 Q4	$1.23M	Buy	1,965 +1,354	+222%	+$747K	0.27%	66
2023 Q3	$312K	Hold	611	–	–	0.08%	79
2023 Q2	$280K	Hold	611	–	–	0.07%	79
2023 Q1	$272K	Hold	611	–	–	0.08%	78
2022 Q4	$238K	Buy	+611	New	+$242K	0.07%	86
2016 Q2	–	Sell	-67	Closed	-$7K	–	280
2016 Q1	$7K	Hold	67	–	–	﹤0.01%	212
2015 Q4	$6K	Hold	67	–	–	﹤0.01%	217
2015 Q3	$6K	Hold	67	–	–	﹤0.01%	219
2015 Q2	$7K	Hold	67	–	–	﹤0.01%	216
2015 Q1	$6K	Buy	+67	New	+$6.22K	﹤0.01%	227

Other funds holding INTU

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Nelson Capital Management's INTU Position: Q2 2026 in Review

Nelson Capital Management reduced its Intuit (INTU) stake by 28% in Q2 2026, selling an estimated $133K and leaving 982 shares worth $256K. The position accounts for 0.03% of the portfolio, ranked #106.

Nelson Capital Management first reported a position in INTU in Q1 2015 and has held it in 20 quarters since. The position peaked at $1.31M in Q2 2025. 705 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Nelson Capital Management held 982 shares of Intuit worth $256K as of Q2 2026.
Nelson Capital Management sold 383 Intuit shares in Q2 2026, an estimated $133K.
Intuit made up 0.03% of Nelson Capital Management's portfolio in Q2 2026, its #106 holding.
Nelson Capital Management first reported a position in Intuit in Q1 2015 and has held it in 20 quarters since.
Nelson Capital Management's Intuit position peaked at $1.31M in Q2 2025.
705 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Nelson Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.