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Ulland Investment Advisors’s Intuit INTU Stock Holding History

Ulland Investment Advisors’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 		$458K Buy
1,756
+950
+118% +$331K 0.34% 48
2026
Q1 		$348K Buy
806
+5
+0.6% +$2.38K 0.3% 51
2025
Q4 		$531K Sell
801
-32
-4% -$21.1K 0.43% 42
2025
Q3 		$569K Buy
833
+76
+10% +$54.8K 0.43% 39
2025
Q2 		$596K Sell
757
-10
-1% -$6.77K 0.46% 38
2025
Q1 		$471K Hold
767
– – 0.39% 40
2024
Q4 		$482K Sell
767
-120
-14% -$76.7K 0.31% 40
2024
Q3 		$551K Hold
887
– – 0.4% 36
2024
Q2 		$583K Hold
887
– – 0.41% 35
2024
Q1 		$577K Buy
887
+89
+11% +$56.8K 0.46% 34
2023
Q4 		$499K Sell
798
-92
-10% -$50.7K 0.5% 34
2023
Q3 		$455K Sell
890
-181
-17% -$91.6K 0.5% 33
2023
Q2 		$491K Sell
1,071
-25
-2% -$10.9K 0.5% 37
2023
Q1 		$489K Sell
1,096
-59
-5% -$24.2K 0.57% 34
2022
Q4 		$450K Sell
1,155
-480
-29% -$190K 0.54% 39
2022
Q3 		$633K Sell
1,635
-125
-7% -$54K 0.69% 36
2022
Q2 		$678K Sell
1,760
-873
-33% -$361K 0.69% 39
2022
Q1 		$1.27M Buy
2,633
+75
+3% +$38.4K 0.95% 29
2021
Q4 		$1.65M Buy
+2,558
New +$1.58M 1.05% 26

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
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

Ulland Investment Advisors's INTU Position: Q2 2026 in Review

Ulland Investment Advisors increased its Intuit (INTU) stake by 118% in Q2 2026, buying an estimated $331K and bringing the position to 1,756 shares worth $458K. The position accounts for 0.34% of the portfolio, ranked #48.

Ulland Investment Advisors first reported a position in INTU in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.65M in Q4 2021. 665 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Ulland Investment Advisors held 1,756 shares of Intuit worth $458K as of Q2 2026.
  • Ulland Investment Advisors bought 950 Intuit shares in Q2 2026, an estimated $331K.
  • Intuit made up 0.34% of Ulland Investment Advisors's portfolio in Q2 2026, its #48 holding.
  • Ulland Investment Advisors first reported a position in Intuit in Q4 2021 and has held it in 19 quarters since.
  • Ulland Investment Advisors's Intuit position peaked at $1.65M in Q4 2021.
  • 665 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.