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Southern Capital Advisors’s Intuit INTU Stock Holding History

Southern Capital Advisors’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 		– Sell
-685
Closed -$296K – 86
2026
Q1 		$296K Sell
685
-3,309
-83% -$1.58M 0.14% 66
2025
Q4 		$2.65M Buy
3,994
+3,304
+479% +$2.18M 1.22% 18
2025
Q3 		$471K Buy
690
+61
+10% +$44K 0.22% 49
2025
Q2 		$496K Buy
629
+1
+0.2% +$677 0.25% 45
2025
Q1 		$386K Sell
628
-2,831
-82% -$1.7M 0.21% 51
2024
Q4 		$2.17M Sell
3,459
-165
-5% -$105K 1.2% 21
2024
Q3 		$2.25M Sell
3,624
-17
-0.5% -$10.9K 1.27% 20
2024
Q2 		$2.39M Buy
3,641
+11
+0.3% +$6.82K 1.47% 19
2024
Q1 		$2.36M Sell
3,630
-59
-2% -$37.7K 1.43% 20
2023
Q4 		$2.31M Sell
3,689
-370
-9% -$204K 1.64% 18
2023
Q3 		$2.07M Buy
4,059
+143
+4% +$72.4K 1.73% 13
2023
Q2 		$1.79M Buy
3,916
+3,305
+541% +$1.45M 1.37% 17
2023
Q1 		$272K Buy
611
+1
+0.2% +$411 0.2% 55
2022
Q4 		$237K Buy
610
+1
+0.2% +$397 0.18% 62
2022
Q3 		$236K Buy
609
+1
+0.2% +$432 0.19% 58
2022
Q2 		$234K Buy
608
+1
+0.2% +$414 0.19% 58
2022
Q1 		$292K Hold
607
– – 0.2% 57
2021
Q4 		$390K Buy
+607
New +$375K 0.24% 48

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Southern Capital Advisors's INTU Position: Q2 2026 in Review

Southern Capital Advisors sold out of Intuit (INTU) in Q2 2026, closing a stake of 685 shares — an estimated $296K sold.

Southern Capital Advisors first reported a position in INTU in Q4 2021 and held it in 18 quarters. The position peaked at $2.65M in Q4 2025. 665 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Southern Capital Advisors reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Southern Capital Advisors sold 685 Intuit shares in Q2 2026, an estimated $296K.
  • Southern Capital Advisors first reported a position in Intuit in Q4 2021 and held it in 18 quarters.
  • Southern Capital Advisors's Intuit position peaked at $2.65M in Q4 2025.
  • 665 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Southern Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.