TFC Financial Management’s Intuit INTU Stock Holding History

TFC Financial 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	$1.83K	Sell	7 -5	-42%	-$1.74K	﹤0.01%	580
2026 Q1	$5.19K	Sell	12 -1	-8%	-$477	﹤0.01%	448
2025 Q4	$8.61K	Hold	13	–	–	﹤0.01%	404
2025 Q3	$8.88K	Hold	13	–	–	﹤0.01%	416
2025 Q2	$10.2K	Buy	13 +1	+8%	+$677	﹤0.01%	378
2025 Q1	$7.37K	Sell	12 -3	-20%	-$1.8K	﹤0.01%	382
2024 Q4	$9.43K	Hold	15	–	–	﹤0.01%	360
2024 Q3	$9.31K	Hold	15	–	–	﹤0.01%	366
2024 Q2	$9.86K	Buy	15 +3	+25%	+$1.86K	﹤0.01%	342
2024 Q1	$7.8K	Hold	12	–	–	﹤0.01%	347
2023 Q4	$7.5K	Hold	12	–	–	﹤0.01%	346
2023 Q3	$6.13K	Hold	12	–	–	﹤0.01%	375
2023 Q2	$5.5K	Buy	12 +3	+33%	+$1.31K	﹤0.01%	364
2023 Q1	$4.01K	Buy	9 +3	+50%	+$1.23K	﹤0.01%	411
2022 Q4	$2.33K	Hold	6	–	–	﹤0.01%	388
2022 Q3	$2K	Hold	6	–	–	﹤0.01%	408
2022 Q2	$2K	Hold	6	–	–	﹤0.01%	408
2022 Q1	$3K	Hold	6	–	–	﹤0.01%	377
2021 Q4	$4K	Hold	6	–	–	﹤0.01%	407
2021 Q3	$3K	Hold	6	–	–	﹤0.01%	417
2021 Q2	$3K	Hold	6	–	–	﹤0.01%	403
2021 Q1	$2K	Hold	6	–	–	﹤0.01%	440
2020 Q4	$2K	Hold	6	–	–	﹤0.01%	434
2020 Q3	$2K	Buy	+6	New	+$1.88K	﹤0.01%	404

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

TFC Financial Management's INTU Position: Q2 2026 in Review

TFC Financial Management reduced its Intuit (INTU) stake by 42% in Q2 2026, selling an estimated $1.74K and leaving 7 shares worth $1.83K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

TFC Financial Management first reported a position in INTU in Q3 2020 and has held it in 24 quarters since. The position peaked at $10.2K in Q2 2025. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

TFC Financial Management held 7 shares of Intuit worth $1.83K as of Q2 2026.
TFC Financial Management sold 5 Intuit shares in Q2 2026, an estimated $1.74K.
Intuit made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #580 holding.
TFC Financial Management first reported a position in Intuit in Q3 2020 and has held it in 24 quarters since.
TFC Financial Management's Intuit position peaked at $10.2K in Q2 2025.
625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.