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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
2022
Q2 		– Sell
-300
Closed -$144K – 75
2022
Q1 		$144K Sell
300
-200
-40% -$102K 0.1% 82
2021
Q4 		$83K Buy
+500
New +$309K 0.05% 78

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.