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Sather Financial Group’s Intuit INTU Stock Holding History

Sather Financial Group’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
Q3 		$50.9M Buy
184,652
+95,483
+107% +$30M 2.86% 15
2026
Q2 		$23.3M Buy
89,169
+25,177
+39% +$8.77M 1.34% 24
2026
Q1 		$27.7M Buy
63,992
+2,777
+5% +$1.32M 1.7% 22
2025
Q4 		$40.6M Buy
61,215
+281
+0.5% +$186K 2.18% 22
2025
Q3 		$41.6M Sell
60,934
-1,137
-2% -$820K 2.26% 21
2025
Q2 		$48.9M Sell
62,071
-4,831
-7% -$3.27M 2.87% 16
2025
Q1 		$41.1M Sell
66,902
-4,555
-6% -$2.74M 2.68% 18
2024
Q4 		$44.9M Sell
71,457
-166
-0.2% -$106K 2.81% 17
2024
Q3 		$44.5M Buy
71,623
+508
+0.7% +$324K 2.86% 17
2024
Q2 		$46.7M Buy
71,115
+2,427
+4% +$1.51M 3.24% 13
2024
Q1 		$44.6M Sell
68,688
-21,867
-24% -$14M 3.2% 14
2023
Q4 		$56.6M Sell
90,555
-689
-0.8% -$380K 4.19% 7
2023
Q3 		$46.6M Sell
91,244
-1,404
-2% -$710K 3.88% 7
2023
Q2 		$42.5M Buy
92,648
+268
+0.3% +$117K 3.4% 10
2023
Q1 		$41.2M Buy
92,380
+1,818
+2% +$746K 3.58% 9
2022
Q4 		$35.2M Sell
90,562
-20,723
-19% -$8.22M 2.9% 11
2022
Q3 		$43.1M Buy
111,285
+12,497
+13% +$5.4M 4.75% 6
2022
Q2 		$38.1M Buy
98,788
+48,252
+95% +$20M 3.95% 7
2022
Q1 		$24.3M Buy
50,536
+49,932
+8,267% +$25.6M 2.1% 23
2021
Q4 		$389K Hold
604
– – 0.03% 51
2021
Q3 		$326K Hold
604
– – 0.03% 58
2021
Q2 		$296K Hold
604
– – 0.03% 46
2021
Q1 		$231K Hold
604
– – 0.03% 45
2020
Q4 		$229K Buy
+604
New +$212K 0.03% 43

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Sather Financial Group's INTU Position: Q3 2026 in Review

Sather Financial Group increased its Intuit (INTU) stake by 107% in Q3 2026, buying an estimated $30M and bringing the position to 184,652 shares worth $50.9M. The position accounts for 2.86% of the portfolio, ranked #15.

Sather Financial Group first reported a position in INTU in Q4 2020 and has held it in 24 quarters since. The position peaked at $56.6M in Q4 2023. 665 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Sather Financial Group held 184,652 shares of Intuit worth $50.9M as of Q3 2026.
  • Sather Financial Group bought 95,483 Intuit shares in Q3 2026, an estimated $30M.
  • Intuit made up 2.86% of Sather Financial Group's portfolio in Q3 2026, its #15 holding.
  • Sather Financial Group first reported a position in Intuit in Q4 2020 and has held it in 24 quarters since.
  • Sather Financial Group's Intuit position peaked at $56.6M in Q4 2023.
  • 665 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Sather Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.