Pettee Investors’s Intuit INTU Stock Holding History

Pettee Investors’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	$231K	Sell	886 -115	-11%	-$40.1K	0.11%	109
2026 Q1	$389K	Hold	1,001	–	–	0.2%	88
2025 Q4	$663K	Hold	1,001	–	–	0.37%	66
2025 Q3	$684K	Buy	+1,001	New	+$722K	0.38%	70
2025 Q2	–	Sell	-1,809	Closed	-$1.11M	–	113
2025 Q1	$1.11M	Hold	1,809	–	–	0.66%	49
2024 Q4	$1.14M	Hold	1,809	–	–	0.58%	56
2024 Q3	$1.12M	Hold	1,809	–	–	0.55%	58
2024 Q2	$1.19M	Hold	1,809	–	–	0.57%	61
2024 Q1	$1.18M	Hold	1,809	–	–	0.5%	61
2023 Q4	$1.13M	Hold	1,809	–	–	0.5%	62
2023 Q3	$924K	Hold	1,809	–	–	0.44%	65
2023 Q2	$829K	Hold	1,809	–	–	0.38%	73
2023 Q1	$807K	Hold	1,809	–	–	0.39%	73
2022 Q4	$704K	Hold	1,809	–	–	0.35%	79
2022 Q3	$701K	Hold	1,809	–	–	0.38%	78
2022 Q2	$697K	Hold	1,809	–	–	0.35%	80
2022 Q1	$870K	Buy	1,809 +4	+0.2%	+$2.05K	0.38%	78
2021 Q4	$1.16M	Buy	1,805 +5	+0.3%	+$3.09K	0.49%	65
2021 Q3	$971K	Sell	1,800 -500	-22%	-$269K	0.45%	71
2021 Q2	$1.13M	Hold	2,300	–	–	0.53%	61
2021 Q1	$881K	Hold	2,300	–	–	0.43%	66
2020 Q4	$874K	Hold	2,300	–	–	0.46%	67
2020 Q3	$750K	Hold	2,300	–	–	0.43%	65
2020 Q2	$681K	Sell	2,300 -250	-10%	-$68.6K	0.42%	64
2020 Q1	$587K	Hold	2,550	–	–	0.42%	65
2019 Q4	$668K	Hold	2,550	–	–	0.38%	70
2019 Q3	$678K	Buy	2,550 +775	+44%	+$213K	0.43%	70
2019 Q2	$464K	Buy	+1,775	New	+$451K	0.29%	87

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pettee Investors's INTU Position: Q2 2026 in Review

Pettee Investors reduced its Intuit (INTU) stake by 11% in Q2 2026, selling an estimated $40.1K and leaving 886 shares worth $231K. The position accounts for 0.11% of the portfolio, ranked #109.

Pettee Investors first reported a position in INTU in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.19M in Q2 2024. 1,739 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Pettee Investors held 886 shares of Intuit worth $231K as of Q2 2026.
Pettee Investors sold 115 Intuit shares in Q2 2026, an estimated $40.1K.
Intuit made up 0.11% of Pettee Investors's portfolio in Q2 2026, its #109 holding.
Pettee Investors first reported a position in Intuit in Q2 2019 and has held it in 28 quarters since.
Pettee Investors's Intuit position peaked at $1.19M in Q2 2024.
1,739 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Pettee Investors's 13F filing for Q2 2026, filed 6 Aug 2026.