Select Asset Management & Trust’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
Sell
-600
Closed -$259K 82
2026
Q1
$259K Hold
600
0.08% 67
2025
Q4
$397K Hold
600
0.12% 53
2025
Q3
$410K Hold
600
0.13% 57
2025
Q2
$473K Hold
600
0.16% 48
2025
Q1
$368K Hold
600
0.15% 52
2024
Q4
$377K Hold
600
0.15% 48
2024
Q3
$373K Hold
600
0.14% 45
2024
Q2
$394K Hold
600
0.16% 43
2024
Q1
$390K Hold
600
0.16% 45
2023
Q4
$375K Hold
600
0.18% 45
2023
Q3
$307K Hold
600
0.18% 45
2023
Q2
$275K Hold
600
0.17% 51
2023
Q1
$267K Hold
600
0.24% 49
2022
Q4
$234K Hold
600
0.28% 51
2022
Q3
$232K Hold
600
0.28% 50
2022
Q2
$231K Hold
600
0.25% 51
2022
Q1
$289K Hold
600
0.25% 47
2021
Q4
$386K Hold
600
0.26% 40
2021
Q3
$324K Hold
600
0.23% 44
2021
Q2
$294K Hold
600
0.17% 54
2021
Q1
$230K Hold
600
0.15% 58
2020
Q4
$228K Buy
+600
New +$211K 0.18% 56

Other funds holding INTU

Select Asset Management & Trust's INTU Position: Q2 2026 in Review

Select Asset Management & Trust sold out of Intuit (INTU) in Q2 2026, closing a stake of 600 shares — an estimated $259K sold.

Select Asset Management & Trust first reported a position in INTU in Q4 2020 and held it in 22 quarters. The position peaked at $473K in Q2 2025. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Select Asset Management & Trust reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Select Asset Management & Trust sold 600 Intuit shares in Q2 2026, an estimated $259K.
  • Select Asset Management & Trust first reported a position in Intuit in Q4 2020 and held it in 22 quarters.
  • Select Asset Management & Trust's Intuit position peaked at $473K in Q2 2025.
  • 1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Select Asset Management & Trust's 13F filing for Q2 2026, filed 11 Aug 2026.