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Samalin Investment Counsel’s Intuit INTU Stock Holding History

Samalin Investment Counsel’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 		$303K Buy
+1,159
New +$404K 0.09% 246
2026
Q1 		– Sell
-374
Closed -$248K – 324
2025
Q4 		$248K Buy
374
+1
+0.3% +$661 0.09% 263
2025
Q3 		$255K Sell
373
-25
-6% -$18K 0.09% 274
2025
Q2 		$314K Sell
398
-45
-10% -$30.5K 0.12% 243
2025
Q1 		$272K Buy
443
+1
+0.2% +$601 0.11% 256
2024
Q4 		$278K Sell
442
-63
-12% -$40.3K 0.12% 231
2024
Q3 		$314K Sell
505
-169
-25% -$108K 0.14% 217
2024
Q2 		$443K Sell
674
-30
-4% -$18.6K 0.21% 161
2024
Q1 		$458K Buy
704
+2
+0.3% +$1.28K 0.22% 157
2023
Q4 		$439K Buy
702
+1
+0.1% +$552 0.22% 149
2023
Q3 		$358K Sell
701
-94
-12% -$47.6K 0.21% 149
2023
Q2 		$364K Sell
795
-118
-13% -$51.7K 0.2% 145
2023
Q1 		$407K Buy
913
+2
+0.2% +$821 0.25% 123
2022
Q4 		$355K Buy
911
+2
+0.2% +$793 0.22% 136
2022
Q3 		$352K Buy
909
+1
+0.1% +$432 0.26% 119
2022
Q2 		$350K Buy
908
+2
+0.2% +$828 0.25% 126
2022
Q1 		$436K Buy
906
+1
+0.1% +$512 0.26% 116
2021
Q4 		$582K Sell
905
-93
-9% -$57.4K 0.35% 82
2021
Q3 		$538K Buy
998
+2
+0.2% +$1.08K 0.35% 85
2021
Q2 		$489K Buy
996
+1
+0.1% +$434 0.32% 101
2021
Q1 		$381K Buy
995
+2
+0.2% +$770 0.26% 125
2020
Q4 		$377K Buy
993
+1
+0.1% +$351 0.28% 111
2020
Q3 		$324K Sell
992
-108
-10% -$33.8K 0.29% 111
2020
Q2 		$325K Buy
+1,100
New +$302K 0.34% 96

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Samalin Investment Counsel's INTU Position: Q2 2026 in Review

Samalin Investment Counsel opened a new position in Intuit (INTU) in Q2 2026: 1,159 shares worth $303K. The stake represents 0.09% of the portfolio and ranks #246 among its holdings. This is a return to the name: Samalin Investment Counsel previously reported a position in INTU as recently as Q4 2025.

Samalin Investment Counsel first reported a position in INTU in Q2 2020 and has held it in 24 quarters since. The position peaked at $582K in Q4 2021. 535 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Samalin Investment Counsel held 1,159 shares of Intuit worth $303K as of Q2 2026.
  • Intuit was a new Samalin Investment Counsel position in Q2 2026.
  • Intuit made up 0.09% of Samalin Investment Counsel's portfolio in Q2 2026, its #246 holding.
  • Samalin Investment Counsel first reported a position in Intuit in Q2 2020 and has held it in 24 quarters since.
  • Samalin Investment Counsel's Intuit position peaked at $582K in Q4 2021.
  • 535 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.