Patten & Patten’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.34M | Buy |
19,292
+4,508
| +30% | +$2.15M | 0.5% | 54 |
|
|
2025
Q4 | $9.79M | Sell |
14,784
-855
| -5% | -$565K | 0.57% | 47 |
|
|
2025
Q3 | $10.7M | Sell |
15,639
-1,158
| -7% | -$835K | 0.63% | 42 |
|
|
2025
Q2 | $13.2M | Sell |
16,797
-975
| -5% | -$660K | 0.86% | 32 |
|
|
2025
Q1 | $10.9M | Sell |
17,772
-456
| -3% | -$274K | 0.73% | 36 |
|
|
2024
Q4 | $11.5M | Sell |
18,228
-804
| -4% | -$514K | 0.76% | 39 |
|
|
2024
Q3 | $11.8M | Sell |
19,032
-352
| -2% | -$225K | 0.78% | 39 |
|
|
2024
Q2 | $12.7M | Sell |
19,384
-256
| -1% | -$159K | 0.89% | 34 |
|
|
2024
Q1 | $12.8M | Sell |
19,640
-12
| -0.1% | -$7.66K | 0.91% | 32 |
|
|
2023
Q4 | $12.3M | Sell |
19,652
-2,238
| -10% | -$1.23M | 1.01% | 25 |
|
|
2023
Q3 | $11.2M | Sell |
21,890
-1,005
| -4% | -$509K | 0.98% | 25 |
|
|
2023
Q2 | $10.5M | Sell |
22,895
-136
| -0.6% | -$59.6K | 0.87% | 34 |
|
|
2023
Q1 | $10.3M | Sell |
23,031
-193
| -0.8% | -$79.2K | 0.9% | 32 |
|
|
2022
Q4 | $9.04M | Sell |
23,224
-716
| -3% | -$284K | 0.82% | 37 |
|
|
2022
Q3 | $9.27M | Sell |
23,940
-225
| -0.9% | -$97.2K | 0.88% | 33 |
|
|
2022
Q2 | $9.31M | Sell |
24,165
-905
| -4% | -$375K | 0.82% | 36 |
|
|
2022
Q1 | $12.1M | Sell |
25,070
-105
| -0.4% | -$53.8K | 0.88% | 35 |
|
|
2021
Q4 | $16.2M | Sell |
25,175
-451
| -2% | -$278K | 1.12% | 23 |
|
|
2021
Q3 | $13.8M | Sell |
25,626
-293
| -1% | -$158K | 1.05% | 25 |
|
|
2021
Q2 | $12.7M | Sell |
25,919
-301
| -1% | -$131K | 0.97% | 27 |
|
|
2021
Q1 | $10M | Buy |
26,220
+20
| +0.1% | +$7.7K | 0.82% | 39 |
|
|
2020
Q4 | $9.95M | Buy |
26,200
+400
| +2% | +$140K | 0.87% | 34 |
|
|
2020
Q3 | $8.42M | Sell |
25,800
-75
| -0.3% | -$23.5K | 0.84% | 33 |
|
|
2020
Q2 | $7.66M | Sell |
25,875
-430
| -2% | -$118K | 0.84% | 35 |
|
|
2020
Q1 | $6.05M | Sell |
26,305
-1,106
| -4% | -$299K | 0.8% | 39 |
|
|
2019
Q4 | $7.18M | Sell |
27,411
-185
| -0.7% | -$48.4K | 0.72% | 46 |
|
|
2019
Q3 | $7.34M | Sell |
27,596
-1,930
| -7% | -$531K | 0.8% | 43 |
|
|
2019
Q2 | $7.72M | Sell |
29,526
-485
| -2% | -$123K | 0.83% | 43 |
|
|
2019
Q1 | $7.84M | Sell |
30,011
-1,170
| -4% | -$270K | 0.86% | 42 |
|
|
2018
Q4 | $6.14M | Sell |
31,181
-4,510
| -13% | -$938K | 0.75% | 47 |
|
|
2018
Q3 | $8.12M | Sell |
35,691
-410
| -1% | -$88.1K | 0.8% | 44 |
|
|
2018
Q2 | $7.38M | Buy |
36,101
+2,992
| +9% | +$574K | 0.76% | 46 |
|
|
2018
Q1 | $5.74M | Sell |
33,109
-705
| -2% | -$119K | 0.59% | 53 |
|
|
2017
Q4 | $5.33M | Buy |
33,814
+5,085
| +18% | +$775K | 0.53% | 60 |
|
|
2017
Q3 | $4.08M | Buy |
28,729
+9,040
| +46% | +$1.25M | 0.43% | 67 |
|
|
2017
Q2 | $2.62M | Buy |
+19,689
| New | +$2.55M | 0.29% | 82 |
|
Other funds holding INTU
VCM
VPM
Patten & Patten's INTU Position: Q1 2026 in Review
Patten & Patten increased its Intuit (INTU) stake by 30% in Q1 2026, buying an estimated $2.15M and bringing the position to 19,292 shares worth $8.34M. The position accounts for 0.5% of the portfolio, ranked #54.
Patten & Patten first reported a position in INTU in Q2 2017 and has held it in 36 quarters since. The position peaked at $16.2M in Q4 2021. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.
- Patten & Patten held 19,292 shares of Intuit worth $8.34M as of Q1 2026.
- Patten & Patten bought 4,508 Intuit shares in Q1 2026, an estimated $2.15M.
- Intuit made up 0.5% of Patten & Patten's portfolio in Q1 2026, its #54 holding.
- Patten & Patten first reported a position in Intuit in Q2 2017 and has held it in 36 quarters since.
- Patten & Patten's Intuit position peaked at $16.2M in Q4 2021.
- 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.
Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.