Union Savings Bank’s Intuit INTU Stock Holding History

Union Savings Bank’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	$184K	Hold	705	–	–	0.07%	131
2026 Q1	$305K	Hold	705	–	–	0.13%	101
2025 Q4	$467K	Buy	+705	New	+$466K	0.2%	84
2025 Q2	$554K	Hold	705	–	–	0.25%	67
2025 Q1	$433K	Hold	705	–	–	0.21%	85
2024 Q4	$443K	Hold	705	–	–	0.22%	83
2024 Q3	$438K	Hold	705	–	–	0.21%	87
2024 Q2	$463K	Hold	705	–	–	0.24%	82
2024 Q1	$458K	Hold	705	–	–	0.24%	85
2023 Q4	$441K	Hold	705	–	–	0.25%	84
2023 Q3	$360K	Hold	705	–	–	0.22%	95
2023 Q2	$361K	Buy	+705	New	+$309K	0.22%	96

Other funds holding INTU

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Union Savings Bank's INTU Position: Q2 2026 in Review

Union Savings Bank held its Intuit (INTU) position steady in Q2 2026 at 705 shares worth $184K. The position accounts for 0.07% of the portfolio, ranked #131.

Union Savings Bank first reported a position in INTU in Q2 2023 and has held it in 12 quarters since. The position peaked at $554K in Q2 2025. 657 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Union Savings Bank held 705 shares of Intuit worth $184K as of Q2 2026.
Union Savings Bank left its Intuit share count unchanged in Q2 2026.
Intuit made up 0.07% of Union Savings Bank's portfolio in Q2 2026, its #131 holding.
Union Savings Bank first reported a position in Intuit in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's Intuit position peaked at $554K in Q2 2025.
657 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.