Private Trust Company’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $107K | Sell |
409
-201
| -33% | -$70K | 0.01% | 1052 |
|
|
2026
Q1 | $264K | Sell |
610
-226
| -27% | -$108K | 0.02% | 669 |
|
|
2025
Q4 | $554K | Sell |
836
-38
| -4% | -$25.1K | 0.05% | 401 |
|
|
2025
Q3 | $597K | Buy |
874
+29
| +3% | +$20.9K | 0.05% | 370 |
|
|
2025
Q2 | $666K | Sell |
845
-74
| -8% | -$50.1K | 0.06% | 329 |
|
|
2025
Q1 | $564K | Sell |
919
-23
| -2% | -$13.8K | 0.06% | 361 |
|
|
2024
Q4 | $592K | Buy |
942
+8
| +0.9% | +$5.11K | 0.06% | 330 |
|
|
2024
Q3 | $580K | Sell |
934
-25
| -3% | -$16K | 0.06% | 350 |
|
|
2024
Q2 | $630K | Sell |
959
-50
| -5% | -$31K | 0.07% | 315 |
|
|
2024
Q1 | $656K | Sell |
1,009
-46
| -4% | -$29.4K | 0.07% | 306 |
|
|
2023
Q4 | $659K | Buy |
1,055
+20
| +2% | +$11K | 0.08% | 280 |
|
|
2023
Q3 | $529K | Sell |
1,035
-2,820
| -73% | -$1.43M | 0.07% | 309 |
|
|
2023
Q2 | $1.77M | Buy |
3,855
+46
| +1% | +$20.1K | 0.22% | 95 |
|
|
2023
Q1 | $1.7M | Sell |
3,809
-340
| -8% | -$140K | 0.23% | 93 |
|
|
2022
Q4 | $1.61M | Sell |
4,149
-404
| -9% | -$160K | 0.24% | 91 |
|
|
2022
Q3 | $1.76M | Buy |
4,553
+88
| +2% | +$38K | 0.29% | 73 |
|
|
2022
Q2 | $1.72M | Sell |
4,465
-379
| -8% | -$157K | 0.27% | 85 |
|
|
2022
Q1 | $2.33M | Sell |
4,844
-6
| -0.1% | -$3.07K | 0.36% | 76 |
|
|
2021
Q4 | $3.12M | Sell |
4,850
-139
| -3% | -$85.8K | 0.43% | 59 |
|
|
2021
Q3 | $2.69M | Buy |
4,989
+3,015
| +153% | +$1.62M | 0.39% | 65 |
|
|
2021
Q2 | $968K | Hold |
1,974
| – | – | 0.15% | 166 |
|
|
2021
Q1 | $756K | Sell |
1,974
-78
| -4% | -$30K | 0.12% | 188 |
|
|
2020
Q4 | $779K | Buy |
2,052
+184
| +10% | +$64.6K | 0.13% | 178 |
|
|
2020
Q3 | $609K | Sell |
1,868
-55
| -3% | -$17.2K | 0.12% | 193 |
|
|
2020
Q2 | $587K | Buy |
1,923
+19
| +1% | +$5.21K | 0.12% | 189 |
|
|
2020
Q1 | $437K | Sell |
1,904
-82
| -4% | -$22.2K | 0.11% | 212 |
|
|
2019
Q4 | $520K | Sell |
1,986
-14
| -0.7% | -$3.66K | 0.1% | 255 |
|
|
2019
Q3 | $531K | Buy |
2,000
+66
| +3% | +$18.2K | 0.1% | 236 |
|
|
2019
Q2 | $505K | Sell |
1,934
-24
| -1% | -$6.1K | 0.1% | 244 |
|
|
2019
Q1 | $511K | Sell |
1,958
-473
| -19% | -$109K | 0.11% | 229 |
|
|
2018
Q4 | $478K | Sell |
2,431
-2
| -0.1% | -$416 | 0.11% | 202 |
|
|
2018
Q3 | $553K | Buy |
+2,433
| New | +$523K | 0.11% | 218 |
|
|
2014
Q4 | – | Sell |
-1,607
| Closed | -$141K | – | 722 |
|
|
2014
Q3 | $141K | Buy |
1,607
+33
| +2% | +$2.74K | 0.05% | 326 |
|
|
2014
Q2 | $127K | Sell |
1,574
-715
| -31% | -$55.2K | 0.04% | 360 |
|
|
2014
Q1 | $178K | Sell |
2,289
-203
| -8% | -$15.5K | 0.07% | 271 |
|
|
2013
Q4 | $190K | Buy |
2,492
+438
| +21% | +$31.5K | 0.08% | 229 |
|
|
2013
Q3 | $136K | Buy |
2,054
+87
| +4% | +$5.61K | 0.06% | 256 |
|
|
2013
Q2 | $120K | Buy |
+1,967
| New | +$119K | 0.06% | 257 |
|
Other funds holding INTU
Private Trust Company's INTU Position: Q2 2026 in Review
Private Trust Company reduced its Intuit (INTU) stake by 33% in Q2 2026, selling an estimated $70K and leaving 409 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #1052.
Private Trust Company first reported a position in INTU in Q2 2013 and has held it in 38 quarters since. The position peaked at $3.12M in Q4 2021. 1,739 funds tracked by Wall St. Rank hold INTU as of Q2 2026.
- Private Trust Company held 409 shares of Intuit worth $107K as of Q2 2026.
- Private Trust Company sold 201 Intuit shares in Q2 2026, an estimated $70K.
- Intuit made up 0.01% of Private Trust Company's portfolio in Q2 2026, its #1052 holding.
- Private Trust Company first reported a position in Intuit in Q2 2013 and has held it in 38 quarters since.
- Private Trust Company's Intuit position peaked at $3.12M in Q4 2021.
- 1,739 funds tracked by Wall St. Rank held Intuit as of Q2 2026.
Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.