Steph & Co’s Intuit INTU Stock Holding History

Steph & Co’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	$10.4K	Sell	40 -15	-27%	-$5.22K	﹤0.01%	256
2026 Q1	$23.8K	Sell	55 -3	-5%	-$1.43K	0.01%	241
2025 Q4	$38.4K	Buy	58 +45	+346%	+$29.7K	0.01%	216
2025 Q3	$8.88K	Buy	13 +4	+44%	+$2.88K	﹤0.01%	299
2025 Q2	$7.09K	Buy	+9	New	+$6.09K	﹤0.01%	284
2024 Q2	–	Sell	-53	Closed	-$34.5K	–	270
2024 Q1	$34.5K	Hold	53	–	–	0.01%	188
2023 Q4	$33.1K	Sell	53 -2	-4%	-$1.1K	0.02%	174
2023 Q3	$28.1K	Hold	55	–	–	0.02%	190
2023 Q2	$25.2K	Hold	55	–	–	0.01%	185
2023 Q1	$24.5K	Hold	55	–	–	0.02%	178
2022 Q4	$21K	Hold	55	–	–	0.01%	189
2022 Q3	$21K	Hold	55	–	–	0.01%	175
2022 Q2	$21K	Sell	55 -6	-10%	-$2.48K	0.01%	178
2022 Q1	$29K	Hold	61	–	–	0.02%	216
2021 Q4	$39K	Sell	61 -5	-8%	-$3.09K	0.02%	220
2021 Q3	$36K	Sell	66 -2	-3%	-$1.08K	0.02%	191
2021 Q2	$33K	Hold	68	–	–	0.02%	173
2021 Q1	$26K	Sell	68 -5	-7%	-$1.93K	0.02%	180
2020 Q4	$28K	Hold	73	–	–	0.02%	179
2020 Q3	$24K	Hold	73	–	–	0.02%	176
2020 Q2	$22K	Sell	73 -6	-8%	-$1.65K	0.02%	180
2020 Q1	$18K	Hold	79	–	–	0.02%	183
2019 Q4	$21K	Buy	+79	New	+$20.7K	0.02%	193

Other funds holding INTU

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Steph & Co's INTU Position: Q2 2026 in Review

Steph & Co reduced its Intuit (INTU) stake by 27% in Q2 2026, selling an estimated $5.22K and leaving 40 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

Steph & Co first reported a position in INTU in Q4 2019 and has held it in 23 quarters since. The position peaked at $39K in Q4 2021. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Steph & Co held 40 shares of Intuit worth $10.4K as of Q2 2026.
Steph & Co sold 15 Intuit shares in Q2 2026, an estimated $5.22K.
Intuit made up ﹤0.01% of Steph & Co's portfolio in Q2 2026, its #256 holding.
Steph & Co first reported a position in Intuit in Q4 2019 and has held it in 23 quarters since.
Steph & Co's Intuit position peaked at $39K in Q4 2021.
625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.