Private Client Services’s Intuit INTU Stock Holding History

Private Client Services’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	$222K	Buy	852 +73	+9%	+$25.4K	0.06%	208
2026 Q1	$337K	Buy	779 +3	+0.4%	+$1.43K	0.1%	147
2025 Q4	$514K	Buy	776 +2	+0.3%	+$1.32K	0.16%	101
2025 Q3	$529K	Buy	774 +4	+0.5%	+$2.88K	0.18%	101
2025 Q2	$607K	Buy	770 +8	+1%	+$5.41K	0.24%	88
2025 Q1	$468K	Sell	762 -9	-1%	-$5.41K	0.23%	93
2024 Q4	$484K	Buy	771 +1	+0.1%	+$639	0.26%	86
2024 Q3	$478K	Buy	770 +1	+0.1%	+$638	0.26%	82
2024 Q2	$505K	Buy	769 +2	+0.3%	+$1.24K	0.32%	67
2024 Q1	$499K	Buy	767 +35	+5%	+$22.3K	0.34%	67
2023 Q4	$458K	Buy	+732	New	+$404K	0.38%	81

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

Private Client Services's INTU Position: Q2 2026 in Review

Private Client Services increased its Intuit (INTU) stake by 9.4% in Q2 2026, buying an estimated $25.4K and bringing the position to 852 shares worth $222K. The position accounts for 0.06% of the portfolio, ranked #208.

Private Client Services first reported a position in INTU in Q4 2023 and has held it in 11 quarters since. The position peaked at $607K in Q2 2025. 653 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Private Client Services held 852 shares of Intuit worth $222K as of Q2 2026.
Private Client Services bought 73 Intuit shares in Q2 2026, an estimated $25.4K.
Intuit made up 0.06% of Private Client Services's portfolio in Q2 2026, its #208 holding.
Private Client Services first reported a position in Intuit in Q4 2023 and has held it in 11 quarters since.
Private Client Services's Intuit position peaked at $607K in Q2 2025.
653 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.