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Sovran Advisors’s Intuit INTU Stock Holding History

Sovran 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 		$476K Buy
1,520
+34
+2% +$11.8K 0.04% 393
2026
Q1 		$577K Buy
1,486
+166
+13% +$79.2K 0.05% 334
2025
Q4 		$732K Buy
1,320
+9
+0.7% +$5.95K 0.06% 278
2025
Q3 		$860K Buy
1,311
+81
+7% +$58.4K 0.08% 237
2025
Q2 		$961K Sell
1,230
-214
-15% -$145K 0.1% 215
2025
Q1 		$845K Buy
1,444
+1,044
+261% +$627K 0.11% 201
2024
Q4 		$250K Buy
+400
New +$256K 0.04% 370

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Sovran Advisors's INTU Position: Q2 2026 in Review

Sovran Advisors increased its Intuit (INTU) stake by 2.3% in Q2 2026, buying an estimated $11.8K and bringing the position to 1,520 shares worth $476K. The position accounts for 0.04% of the portfolio, ranked #393.

Sovran Advisors first reported a position in INTU in Q4 2024 and has held it in 7 quarters since. The position peaked at $961K in Q2 2025. 705 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Sovran Advisors held 1,520 shares of Intuit worth $476K as of Q2 2026.
  • Sovran Advisors bought 34 Intuit shares in Q2 2026, an estimated $11.8K.
  • Intuit made up 0.04% of Sovran Advisors's portfolio in Q2 2026, its #393 holding.
  • Sovran Advisors first reported a position in Intuit in Q4 2024 and has held it in 7 quarters since.
  • Sovran Advisors's Intuit position peaked at $961K in Q2 2025.
  • 705 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.