Stokes Capital Advisors’s Intuit INTU Stock Holding History

Stokes 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	$210K	Sell	806 -3,660	-82%	-$1.27M	0.05%	115
2026 Q1	$1.93M	Sell	4,466 -2,109	-32%	-$1.01M	0.43%	54
2025 Q4	$4.36M	Sell	6,575 -299	-4%	-$198K	0.99%	42
2025 Q3	$4.69M	Sell	6,874 -54	-0.8%	-$38.9K	1.09%	44
2025 Q2	$5.46M	Sell	6,928 -97	-1%	-$65.6K	1.34%	39
2025 Q1	$4.31M	Buy	7,025 +274	+4%	+$165K	1.1%	46
2024 Q4	$4.24M	Buy	6,751 +579	+9%	+$370K	1.1%	44
2024 Q3	$3.83M	Buy	6,172 +728	+13%	+$465K	0.98%	46
2024 Q2	$3.58M	Buy	+5,444	New	+$3.38M	1%	47

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

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

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

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

Stokes Capital Advisors reduced its Intuit (INTU) stake by 82% in Q2 2026, selling an estimated $1.27M and leaving 806 shares worth $210K. The position accounts for 0.05% of the portfolio, ranked #115.

Stokes Capital Advisors first reported a position in INTU in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.46M in Q2 2025. 464 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Stokes Capital Advisors held 806 shares of Intuit worth $210K as of Q2 2026.
Stokes Capital Advisors sold 3,660 Intuit shares in Q2 2026, an estimated $1.27M.
Intuit made up 0.05% of Stokes Capital Advisors's portfolio in Q2 2026, its #115 holding.
Stokes Capital Advisors first reported a position in Intuit in Q2 2024 and has held it in 9 quarters since.
Stokes Capital Advisors's Intuit position peaked at $5.46M in Q2 2025.
464 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Stokes Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.