Trust Asset Management’s Intuit INTU Stock Holding History

Trust Asset 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	$799K	Sell	3,060 -48	-2%	-$16.7K	0.05%	110
2026 Q1	$1.34M	Hold	3,108	–	–	0.1%	69
2025 Q4	$2.06M	Sell	3,108 -113	-4%	-$74.7K	0.14%	48
2025 Q3	$2.2M	Hold	3,221	–	–	0.15%	42
2025 Q2	$2.54M	Hold	3,221	–	–	0.19%	37
2025 Q1	$1.98M	Buy	3,221 +43	+1%	+$25.8K	0.16%	43
2024 Q4	$2M	Hold	3,178	–	–	0.16%	45
2024 Q3	$1.97M	Hold	3,178	–	–	0.16%	48
2024 Q2	$2.09M	Hold	3,178	–	–	0.18%	41
2024 Q1	$2.07M	Hold	3,178	–	–	0.18%	42
2023 Q4	$1.99M	Hold	3,178	–	–	0.19%	39
2023 Q3	$1.62M	Hold	3,178	–	–	0.18%	45
2023 Q2	$1.46M	Hold	3,178	–	–	0.15%	50
2023 Q1	$1.42M	Sell	3,178 -23	-0.7%	-$9.44K	0.16%	50
2022 Q4	$1.25M	Hold	3,201	–	–	0.16%	57
2022 Q3	$1.24M	Buy	3,201 +222	+7%	+$95.9K	0.17%	48
2022 Q2	$1.15M	Buy	2,979 +207	+7%	+$85.7K	0.16%	56
2022 Q1	$1.33M	Buy	2,772 +159	+6%	+$81.4K	0.16%	54
2021 Q4	$1.68M	Hold	2,613	–	–	0.21%	48
2021 Q3	$1.41M	Buy	2,613 +177	+7%	+$95.4K	0.19%	51
2021 Q2	$1.19M	Buy	2,436 +334	+16%	+$145K	0.16%	55
2021 Q1	$805K	Buy	2,102 +375	+22%	+$144K	0.11%	64
2020 Q4	$656K	Buy	1,727 +403	+30%	+$142K	0.1%	63
2020 Q3	$432K	Buy	1,324 +593	+81%	+$186K	0.08%	67
2020 Q2	$217K	Buy	+731	New	+$201K	0.04%	69

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

Trust Asset Management's INTU Position: Q2 2026 in Review

Trust Asset Management reduced its Intuit (INTU) stake by 1.5% in Q2 2026, selling an estimated $16.7K and leaving 3,060 shares worth $799K. The position accounts for 0.05% of the portfolio, ranked #110.

Trust Asset Management first reported a position in INTU in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.54M in Q2 2025. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Trust Asset Management held 3,060 shares of Intuit worth $799K as of Q2 2026.
Trust Asset Management sold 48 Intuit shares in Q2 2026, an estimated $16.7K.
Intuit made up 0.05% of Trust Asset Management's portfolio in Q2 2026, its #110 holding.
Trust Asset Management first reported a position in Intuit in Q2 2020 and has held it in 25 quarters since.
Trust Asset Management's Intuit position peaked at $2.54M in Q2 2025.
625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Trust Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.