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Tompkins Financial’s Intuit INTU Stock Holding History

Tompkins 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 		$6.26K Sell
24
-11
-31% -$3.83K ﹤0.01% 484
2026
Q1 		$15.1K Sell
35
-7
-17% -$3.34K ﹤0.01% 417
2025
Q4 		$27.8K Buy
42
+7
+20% +$4.63K ﹤0.01% 350
2025
Q3 		$23.9K Hold
35
– – ﹤0.01% 376
2025
Q2 		$27.6K Hold
35
– – ﹤0.01% 359
2025
Q1 		$21.5K Buy
35
+11
+46% +$6.61K ﹤0.01% 392
2024
Q4 		$15.1K Hold
24
– – ﹤0.01% 406
2024
Q3 		$14.9K Buy
+24
New +$15.3K ﹤0.01% 444
2018
Q3 		– Sell
-53
Closed -$11K – 438
2018
Q2 		$11K Buy
+53
New +$10.2K ﹤0.01% 367
2015
Q1 		– Sell
-375
Closed -$35K – 532
2014
Q4 		$35K Sell
375
-20
-5% -$1.78K 0.01% 307
2014
Q3 		$35K Hold
395
– – 0.01% 304
2014
Q2 		$32K Hold
395
– – 0.01% 317
2014
Q1 		$31K Buy
395
+145
+58% +$11.1K 0.01% 322
2013
Q4 		$19K Hold
250
– – ﹤0.01% 356
2013
Q3 		$17K Buy
+250
New +$16.1K ﹤0.01% 362

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Tompkins Financial's INTU Position: Q2 2026 in Review

Tompkins Financial reduced its Intuit (INTU) stake by 31% in Q2 2026, selling an estimated $3.83K and leaving 24 shares worth $6.26K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Tompkins Financial first reported a position in INTU in Q3 2013 and has held it in 15 quarters since. The position peaked at $35K in Q4 2014. 572 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Tompkins Financial held 24 shares of Intuit worth $6.26K as of Q2 2026.
  • Tompkins Financial sold 11 Intuit shares in Q2 2026, an estimated $3.83K.
  • Intuit made up ﹤0.01% of Tompkins Financial's portfolio in Q2 2026, its #484 holding.
  • Tompkins Financial first reported a position in Intuit in Q3 2013 and has held it in 15 quarters since.
  • Tompkins Financial's Intuit position peaked at $35K in Q4 2014.
  • 572 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.