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TCV Trust & Wealth Management’s Intuit INTU Stock Holding History

TCV Trust & Wealth Management’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 		$2.31M Sell
8,868
-239
-3% -$83.3K 0.18% 78
2026
Q1 		$3.94M Sell
9,107
-162
-2% -$77.3K 0.33% 65
2025
Q4 		$6.14M Sell
9,269
-35
-0.4% -$23.1K 0.5% 52
2025
Q3 		$6.35M Sell
9,304
-35
-0.4% -$25.2K 0.53% 52
2025
Q2 		$7.36M Sell
9,339
-247
-3% -$167K 0.64% 49
2025
Q1 		$5.89M Sell
9,586
-561
-6% -$337K 0.55% 52
2024
Q4 		$6.38M Sell
10,147
-35
-0.3% -$22.4K 0.59% 48
2024
Q3 		$6.32M Sell
10,182
-455
-4% -$290K 0.57% 53
2024
Q2 		$6.99M Sell
10,637
-151
-1% -$93.7K 0.67% 49
2024
Q1 		$7.01M Sell
10,788
-21
-0.2% -$13.4K 0.67% 49
2023
Q4 		$6.76M Sell
10,809
-74
-0.7% -$40.8K 0.68% 48
2023
Q3 		$5.56M Sell
10,883
-58
-0.5% -$29.4K 0.61% 52
2023
Q2 		$5.01M Sell
10,941
-257
-2% -$113K 0.53% 56
2023
Q1 		$4.99M Sell
11,198
-46
-0.4% -$18.9K 0.55% 55
2022
Q4 		$4.38M Sell
11,244
-263
-2% -$104K 0.5% 57
2022
Q3 		$4.46M Sell
11,507
-117
-1% -$50.5K 0.57% 54
2022
Q2 		$4.48M Buy
11,624
+6
+0.1% +$2.48K 0.54% 56
2022
Q1 		$5.59M Sell
11,618
-292
-2% -$150K 0.6% 56
2021
Q4 		$7.66M Sell
11,910
-378
-3% -$233K 0.76% 49
2021
Q3 		$6.63M Sell
12,288
-15
-0.1% -$8.08K 0.74% 51
2021
Q2 		$6.05M Sell
12,303
-120
-1% -$52K 0.66% 54
2021
Q1 		$4.76M Sell
12,423
-72
-0.6% -$27.7K 0.55% 59
2020
Q4 		$4.75M Sell
12,495
-95
-0.8% -$33.4K 0.58% 59
2020
Q3 		$4.11M Sell
12,590
-115
-0.9% -$36K 0.55% 59
2020
Q2 		$3.76M Sell
12,705
-333
-3% -$91.4K 0.53% 59
2020
Q1 		$3M Sell
13,038
-87
-0.7% -$23.6K 0.49% 62
2019
Q4 		$3.44M Sell
13,125
-231
-2% -$60.4K 0.42% 67
2019
Q3 		$3.55M Sell
13,356
-50
-0.4% -$13.8K 0.46% 63
2019
Q2 		$3.5M Sell
13,406
-275
-2% -$69.9K 0.45% 65
2019
Q1 		$3.58M Sell
13,681
-363
-3% -$83.9K 0.47% 60
2018
Q4 		$2.76M Sell
14,044
-659
-4% -$137K 0.4% 67
2018
Q3 		$3.34M Sell
14,703
-196
-1% -$42.1K 0.45% 58
2018
Q2 		$3.04M Sell
14,899
-625
-4% -$120K 0.43% 61
2018
Q1 		$2.69M Sell
15,524
-885
-5% -$149K 0.39% 66
2017
Q4 		$2.59M Hold
16,409
– – 0.36% 70
2017
Q3 		$2.33M Sell
16,409
-75
-0.5% -$10.4K 0.35% 69
2017
Q2 		$2.19M Sell
16,484
-500
-3% -$64.8K 0.33% 75
2017
Q1 		$1.97M Hold
16,984
– – 0.3% 76
2016
Q4 		$1.95M Sell
16,984
-225
-1% -$25.2K 0.32% 75
2016
Q3 		$1.89M Sell
17,209
-138
-0.8% -$15.4K 0.32% 76
2016
Q2 		$1.94M Sell
17,347
-173
-1% -$18.1K 0.34% 75
2016
Q1 		$1.82M Sell
17,520
-2,459
-12% -$237K 0.33% 75
2015
Q4 		$1.93M Sell
19,979
-3,285
-14% -$318K 0.34% 74
2015
Q3 		$2.06M Sell
23,264
-1,826
-7% -$177K 0.37% 69
2015
Q2 		$2.53M Sell
25,090
-8,322
-25% -$849K 0.41% 64
2015
Q1 		$3.24M Sell
33,412
-21,618
-39% -$2.01M 0.52% 58
2014
Q4 		$5.07M Sell
55,030
-1,302
-2% -$116K 0.84% 39
2014
Q3 		$4.94M Sell
56,332
-1,787
-3% -$148K 0.83% 40
2014
Q2 		$4.68M Sell
58,119
-1,517
-3% -$117K 0.76% 44
2014
Q1 		$4.64M Sell
59,636
-1,761
-3% -$134K 0.78% 44
2013
Q4 		$4.69M Sell
61,397
-3,331
-5% -$239K 0.8% 42
2013
Q3 		$4.29M Sell
64,728
-12,815
-17% -$826K 0.84% 40
2013
Q2 		$4.73M Buy
+77,543
New +$4.69M 0.97% 36

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

TCV Trust & Wealth Management's INTU Position: Q2 2026 in Review

TCV Trust & Wealth Management reduced its Intuit (INTU) stake by 2.6% in Q2 2026, selling an estimated $83.3K and leaving 8,868 shares worth $2.31M. The position accounts for 0.18% of the portfolio, ranked #78.

TCV Trust & Wealth Management first reported a position in INTU in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.66M in Q4 2021. 705 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • TCV Trust & Wealth Management held 8,868 shares of Intuit worth $2.31M as of Q2 2026.
  • TCV Trust & Wealth Management sold 239 Intuit shares in Q2 2026, an estimated $83.3K.
  • Intuit made up 0.18% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #78 holding.
  • TCV Trust & Wealth Management first reported a position in Intuit in Q2 2013 and has held it in 53 quarters since.
  • TCV Trust & Wealth Management's Intuit position peaked at $7.66M in Q4 2021.
  • 705 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.