Sompo Asset Management’s Intuit INTU Stock Holding History

Sompo Asset Management’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	$1.53M	Buy	5,849 +1,137	+24%	+$396K	0.25%	65
2026 Q1	$2.04M	Buy	4,712 +2,372	+101%	+$1.13M	0.37%	51
2025 Q4	$1.55M	Sell	2,340 -40	-2%	-$26.4K	0.27%	61
2025 Q3	$1.63M	Sell	2,380 -390	-14%	-$281K	0.28%	63
2025 Q2	$2.18M	Sell	2,770 -750	-21%	-$508K	0.38%	50
2025 Q1	$2.16M	Sell	3,520 -660	-16%	-$396K	0.4%	51
2024 Q4	$2.63M	Buy	4,180 +1,280	+44%	+$818K	0.44%	51
2024 Q3	$1.8M	Sell	2,900 -1,660	-36%	-$1.06M	0.28%	62
2024 Q2	$3M	Sell	4,560 -500	-10%	-$310K	0.51%	51
2024 Q1	$3.29M	Sell	5,060 -230	-4%	-$147K	0.54%	48
2023 Q4	$3.31M	Sell	5,290 -510	-9%	-$281K	0.6%	45
2023 Q3	$2.96M	Sell	5,800 -30	-0.5%	-$15.2K	0.65%	43
2023 Q2	$2.67M	Sell	5,830 -140	-2%	-$61.3K	0.5%	53
2023 Q1	$2.66M	Buy	5,970 +770	+15%	+$316K	0.56%	49
2022 Q4	$2.02M	Sell	5,200 -150	-3%	-$59.5K	0.46%	63
2022 Q3	$2.07M	Buy	5,350 +1,650	+45%	+$713K	0.53%	56
2022 Q2	$1.43M	Buy	3,700 +40	+1%	+$16.6K	0.36%	67
2022 Q1	$1.76M	Buy	3,660 +500	+16%	+$256K	0.38%	69
2021 Q4	$2.03M	Sell	3,160 -2,670	-46%	-$1.65M	0.4%	64
2021 Q3	$3.15M	Sell	5,830 -2,980	-34%	-$1.61M	0.72%	43
2021 Q2	$4.32M	Sell	8,810 -2,010	-19%	-$872K	0.88%	40
2021 Q1	$4.14M	Sell	10,820 -2,160	-17%	-$832K	0.94%	34
2020 Q4	$4.93M	Sell	12,980 -440	-3%	-$155K	1.07%	31
2020 Q3	$4.38M	Buy	13,420 +30	+0.2%	+$9.39K	1.05%	30
2020 Q2	$3.97M	Buy	13,390 +6,320	+89%	+$1.73M	1.01%	34
2020 Q1	$1.63M	Buy	7,070 +2,220	+46%	+$601K	0.43%	66
2019 Q4	$1.27M	Buy	4,850 +1,720	+55%	+$450K	0.3%	78
2019 Q3	$832K	Buy	3,130 +1,210	+63%	+$333K	0.21%	86
2019 Q2	$502K	Buy	1,920 +640	+50%	+$163K	0.15%	86
2019 Q1	$335K	Buy	+1,280	New	+$296K	0.11%	86
2017 Q4	–	Sell	-15,570	Closed	-$2.21M	–	94
2017 Q3	$2.21M	Buy	15,570 +140	+0.9%	+$19.3K	0.34%	79
2017 Q2	$2.05M	Sell	15,430 -5,930	-28%	-$769K	0.31%	81
2017 Q1	$2.48M	Sell	21,360 -42,790	-67%	-$5.13M	0.31%	82
2016 Q4	$7.35M	Buy	+64,150	New	+$7.18M	0.96%	43

Other funds holding INTU

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sompo Asset Management's INTU Position: Q2 2026 in Review

Sompo Asset Management increased its Intuit (INTU) stake by 24% in Q2 2026, buying an estimated $396K and bringing the position to 5,849 shares worth $1.53M. The position accounts for 0.25% of the portfolio, ranked #65.

Sompo Asset Management first reported a position in INTU in Q4 2016 and has held it in 34 quarters since. The position peaked at $7.35M in Q4 2016. 248 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Sompo Asset Management held 5,849 shares of Intuit worth $1.53M as of Q2 2026.
Sompo Asset Management bought 1,137 Intuit shares in Q2 2026, an estimated $396K.
Intuit made up 0.25% of Sompo Asset Management's portfolio in Q2 2026, its #65 holding.
Sompo Asset Management first reported a position in Intuit in Q4 2016 and has held it in 34 quarters since.
Sompo Asset Management's Intuit position peaked at $7.35M in Q4 2016.
248 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Sompo Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.