Verdence Capital Advisors’s Intuit INTU Stock Holding History

Verdence Capital 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	$283K	Sell	1,086 -7	-0.6%	-$2.44K	0.01%	560
2026 Q1	$473K	Sell	1,093 -373	-25%	-$178K	0.03%	440
2025 Q4	$971K	Sell	1,466 -398	-21%	-$263K	0.06%	282
2025 Q3	$1.27M	Buy	1,864 +820	+79%	+$591K	0.07%	262
2025 Q2	$822K	Buy	1,044 +21	+2%	+$14.2K	0.06%	292
2025 Q1	$628K	Sell	1,023 -226	-18%	-$136K	0.05%	321
2024 Q4	$785K	Sell	1,249 -27	-2%	-$17.3K	0.06%	282
2024 Q3	$792K	Sell	1,276 -1	-0.1%	-$638	0.06%	294
2024 Q2	$839K	Sell	1,277 -100	-7%	-$62K	0.07%	264
2024 Q1	$895K	Sell	1,377 -11	-0.8%	-$7.02K	0.08%	247
2023 Q4	$867K	Sell	1,388 -11	-0.8%	-$6.07K	0.08%	239
2023 Q3	$715K	Sell	1,399 -162	-10%	-$82K	0.08%	263
2023 Q2	$715K	Sell	1,561 -295	-16%	-$129K	0.08%	249
2023 Q1	$827K	Buy	1,856 +43	+2%	+$17.7K	0.1%	225
2022 Q4	$706K	Sell	1,813 -1	-0.1%	-$397	0.09%	226
2022 Q3	$703K	Buy	1,814 +286	+19%	+$124K	0.1%	212
2022 Q2	$589K	Buy	1,528 +21	+1%	+$8.7K	0.08%	262
2022 Q1	$725K	Buy	1,507 +5	+0.3%	+$2.56K	0.08%	238
2021 Q4	$966K	Sell	1,502 -8	-0.5%	-$4.94K	0.11%	184
2021 Q3	$815K	Sell	1,510 -4	-0.3%	-$2.16K	0.11%	199
2021 Q2	$742K	Buy	1,514 +321	+27%	+$139K	0.1%	203
2021 Q1	$457K	Hold	1,193	–	–	0.08%	242
2020 Q4	$453K	Hold	1,193	–	–	0.09%	223
2020 Q3	$389K	Sell	1,193 -3	-0.3%	-$939	0.09%	221
2020 Q2	$354K	Buy	1,196 +3	+0.3%	+$823	0.09%	221
2020 Q1	$274K	Buy	1,193 +17	+1%	+$4.6K	0.08%	219
2019 Q4	$308K	Sell	1,176 -7	-0.6%	-$1.83K	0.08%	228
2019 Q3	$315K	Sell	1,183 -7	-0.6%	-$1.93K	0.09%	224
2019 Q2	$311K	Sell	1,190 -31	-3%	-$7.88K	0.09%	218
2019 Q1	$319K	Buy	1,221 +34	+3%	+$7.86K	0.09%	197
2018 Q4	$234K	Sell	1,187 -80	-6%	-$16.6K	0.07%	213
2018 Q3	$288K	Sell	1,267 -319	-20%	-$68.5K	0.07%	211
2018 Q2	$324K	Sell	1,586 -344	-18%	-$66K	0.08%	206
2018 Q1	$335K	Buy	1,930 +118	+7%	+$19.9K	0.08%	209
2017 Q4	$286K	Buy	+1,812	New	+$276K	0.07%	215

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

Verdence Capital Advisors's INTU Position: Q2 2026 in Review

Verdence Capital Advisors reduced its Intuit (INTU) stake by 0.64% in Q2 2026, selling an estimated $2.44K and leaving 1,086 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #560.

Verdence Capital Advisors first reported a position in INTU in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.27M in Q3 2025. 657 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Verdence Capital Advisors held 1,086 shares of Intuit worth $283K as of Q2 2026.
Verdence Capital Advisors sold 7 Intuit shares in Q2 2026, an estimated $2.44K.
Intuit made up 0.01% of Verdence Capital Advisors's portfolio in Q2 2026, its #560 holding.
Verdence Capital Advisors first reported a position in Intuit in Q4 2017 and has held it in 35 quarters since.
Verdence Capital Advisors's Intuit position peaked at $1.27M in Q3 2025.
657 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.