Stegent Equity Advisors’s Intuit INTU Stock Holding History

Stegent Equity 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	-1,163	Closed	-$503K	–	120
2026 Q1	$503K	Buy	1,163 +434	+60%	+$207K	0.43%	61
2025 Q4	$483K	Sell	729 -3	-0.4%	-$1.98K	0.38%	71
2025 Q3	$500K	Buy	732 +1	+0.1%	+$721	0.41%	66
2025 Q2	$576K	Buy	731 +2	+0.3%	+$1.35K	0.51%	58
2025 Q1	$448K	Hold	729	–	–	0.45%	66
2024 Q4	$458K	Hold	729	–	–	0.47%	54
2024 Q3	$453K	Hold	729	–	–	0.5%	52
2024 Q2	$479K	Hold	729	–	–	0.5%	45
2024 Q1	$474K	Hold	729	–	–	0.48%	50
2023 Q4	$456K	Hold	729	–	–	0.54%	46
2023 Q3	$372K	Hold	729	–	–	0.47%	49
2023 Q2	$334K	Hold	729	–	–	0.37%	52
2023 Q1	$325K	Hold	729	–	–	0.32%	52
2022 Q4	$284K	Hold	729	–	–	0.34%	55
2022 Q3	$282K	Sell	729 -15	-2%	-$6.48K	0.42%	48
2022 Q2	$287K	Sell	744 -137	-16%	-$56.7K	0.37%	59
2022 Q1	$424K	Sell	881 -385	-30%	-$197K	0.36%	57
2021 Q4	$817K	Buy	+1,266	New	+$781K	0.66%	51

Other funds holding INTU

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Stegent Equity Advisors's INTU Position: Q2 2026 in Review

Stegent Equity Advisors sold out of Intuit (INTU) in Q2 2026, closing a stake of 1,163 shares — an estimated $503K sold.

Stegent Equity Advisors first reported a position in INTU in Q4 2021 and held it in 18 quarters. The position peaked at $817K in Q4 2021. 665 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Stegent Equity Advisors reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Stegent Equity Advisors sold 1,163 Intuit shares in Q2 2026, an estimated $503K.
Stegent Equity Advisors first reported a position in Intuit in Q4 2021 and held it in 18 quarters.
Stegent Equity Advisors's Intuit position peaked at $817K in Q4 2021.
665 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Stegent Equity Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.