Newman Dignan & Sheerar Inc’s Intuit INTU Stock Holding History

Newman Dignan & Sheerar Inc’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	–	Sell	-620	Closed	-$268K	–	200
2026 Q1	$268K	Sell	620 -30	-5%	-$14.3K	0.06%	169
2025 Q4	$431K	Hold	650	–	–	0.09%	130
2025 Q3	$444K	Hold	650	–	–	0.1%	121
2025 Q2	$512K	Buy	650 +10	+2%	+$6.77K	0.12%	114
2025 Q1	$393K	Buy	640 +40	+7%	+$24K	0.11%	116
2024 Q4	$377K	Hold	600	–	–	0.1%	123
2024 Q3	$367K	Hold	600	–	–	0.09%	132
2024 Q2	$394K	Hold	600	–	–	0.1%	124
2024 Q1	$390K	Hold	600	–	–	0.1%	132
2023 Q4	$375K	Hold	600	–	–	0.11%	125
2023 Q3	$307K	Hold	600	–	–	0.1%	133
2023 Q2	$275K	Hold	600	–	–	0.08%	149
2023 Q1	$267K	Hold	600	–	–	0.09%	156
2022 Q4	$234K	Sell	600 -3	-0.5%	-$1.19K	0.08%	169
2022 Q3	$234	Buy	603 +3	+0.5%	+$1.3K	0.04%	159
2022 Q2	$231K	Hold	600	–	–	0.08%	174
2022 Q1	$289	Hold	600	–	–	0.06%	153
2021 Q4	$386K	Sell	600 -2	-0.3%	-$1.24K	0.12%	128
2021 Q3	$325K	Hold	602	–	–	0.09%	145
2021 Q2	$295K	Buy	602 +2	+0.3%	+$867	0.1%	150
2021 Q1	$230K	Hold	600	–	–	0.08%	163
2020 Q4	$228	Buy	+600	New	+$211K	0.04%	157

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Newman Dignan & Sheerar Inc's INTU Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc sold out of Intuit (INTU) in Q2 2026, closing a stake of 620 shares — an estimated $268K sold.

Newman Dignan & Sheerar Inc first reported a position in INTU in Q4 2020 and held it in 22 quarters. The position peaked at $512K in Q2 2025. 644 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Newman Dignan & Sheerar Inc reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Newman Dignan & Sheerar Inc sold 620 Intuit shares in Q2 2026, an estimated $268K.
Newman Dignan & Sheerar Inc first reported a position in Intuit in Q4 2020 and held it in 22 quarters.
Newman Dignan & Sheerar Inc's Intuit position peaked at $512K in Q2 2025.
644 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.