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Talbot Financial’s Intuit INTU Stock Holding History

Talbot Financial’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 		$1.2M Sell
4,586
-39,007
-89% -$13.6M 0.09% 50
2026
Q1 		$18.8M Buy
43,593
+4,467
+11% +$2.13M 1.58% 23
2025
Q4 		$25.9M Sell
39,126
-283
-0.7% -$187K 2.13% 12
2025
Q3 		$26.9M Buy
39,409
+2,988
+8% +$2.15M 2.28% 11
2025
Q2 		$28.7M Buy
36,421
+4,515
+14% +$3.06M 2.72% 8
2025
Q1 		$19.6M Sell
31,906
-1,083
-3% -$650K 2.45% 9
2024
Q4 		$20.7M Sell
32,989
-442
-1% -$282K 2.47% 9
2024
Q3 		$20.8M Buy
33,431
+78
+0.2% +$49.8K 2.53% 7
2024
Q2 		$21.9M Buy
33,353
+159
+0.5% +$98.6K 2.83% 8
2024
Q1 		$21.6M Sell
33,194
-94
-0.3% -$60K 2.89% 7
2023
Q4 		$20.8M Buy
33,288
+1,212
+4% +$669K 3.13% 7
2023
Q3 		$16.4M Buy
32,076
+86
+0.3% +$43.5K 2.86% 7
2023
Q2 		$14.7M Buy
31,990
+601
+2% +$263K 2.49% 7
2023
Q1 		$14M Buy
31,389
+927
+3% +$381K 2.6% 8
2022
Q4 		$11.9M Buy
+30,462
New +$12.1M 2.44% 13

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Handelsbanken Fonder
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Talbot Financial's INTU Position: Q2 2026 in Review

Talbot Financial reduced its Intuit (INTU) stake by 89% in Q2 2026, selling an estimated $13.6M and leaving 4,586 shares worth $1.2M. The position accounts for 0.09% of the portfolio, ranked #50.

Talbot Financial first reported a position in INTU in Q4 2022 and has held it in 15 quarters since. The position peaked at $28.7M in Q2 2025. 248 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Talbot Financial held 4,586 shares of Intuit worth $1.2M as of Q2 2026.
  • Talbot Financial sold 39,007 Intuit shares in Q2 2026, an estimated $13.6M.
  • Intuit made up 0.09% of Talbot Financial's portfolio in Q2 2026, its #50 holding.
  • Talbot Financial first reported a position in Intuit in Q4 2022 and has held it in 15 quarters since.
  • Talbot Financial's Intuit position peaked at $28.7M in Q2 2025.
  • 248 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Talbot Financial's 13F filing for Q2 2026, filed 14 Jul 2026.