Values Added Financial’s Intuit INTU Stock Holding History

Values Added 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	–	Sell	-585	Closed	-$253K	–	150
2026 Q1	$253K	Buy	585 +108	+23%	+$51.5K	0.11%	112
2025 Q4	$316K	Buy	477 +27	+6%	+$17.8K	0.13%	97
2025 Q3	$307K	Sell	450 -10	-2%	-$7.21K	0.14%	99
2025 Q2	$362K	Buy	460 +44	+11%	+$29.8K	0.18%	87
2025 Q1	$255K	Sell	416 -3	-0.7%	-$1.8K	0.14%	101
2024 Q4	$263K	Hold	419	–	–	0.15%	101
2024 Q3	$260K	Buy	419 +4	+1%	+$2.55K	0.16%	92
2024 Q2	$273K	Buy	415 +3	+0.7%	+$1.86K	0.2%	76
2024 Q1	$268K	Buy	412 +2	+0.5%	+$1.28K	0.21%	72
2023 Q4	$256K	Sell	410 -28	-6%	-$15.4K	0.21%	71
2023 Q3	$224K	Buy	+438	New	+$222K	0.2%	79

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

Values Added Financial's INTU Position: Q2 2026 in Review

Values Added Financial sold out of Intuit (INTU) in Q2 2026, closing a stake of 585 shares — an estimated $253K sold.

Values Added Financial first reported a position in INTU in Q3 2023 and held it in 11 quarters. The position peaked at $362K in Q2 2025. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Values Added Financial reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Values Added Financial sold 585 Intuit shares in Q2 2026, an estimated $253K.
Values Added Financial first reported a position in Intuit in Q3 2023 and held it in 11 quarters.
Values Added Financial's Intuit position peaked at $362K in Q2 2025.
625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.