Verity & Verity
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Verity & Verity’s Intuit INTU Stock Holding History

Verity & Verity’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
Q3 		$227K Sell
825
-519
-39% -$163K 0.02% 132
2026
Q2 		$351K Sell
1,344
-84
-6% -$29.3K 0.02% 113
2026
Q1 		$617K Buy
1,428
+217
+18% +$104K 0.05% 89
2025
Q4 		$802K Buy
1,211
+524
+76% +$346K 0.06% 85
2025
Q3 		$469K Buy
687
+3
+0.4% +$2.16K 0.04% 101
2025
Q2 		$539K Buy
684
+30
+5% +$20.3K 0.05% 98
2025
Q1 		$402K Buy
+654
New +$393K 0.04% 102
2020
Q1 		– Sell
-1,410
Closed -$369K – 98
2019
Q4 		$369K Hold
1,410
– – 0.07% 97
2019
Q3 		$372K Hold
1,410
– – 0.08% 91
2019
Q2 		$368K Sell
1,410
-225
-14% -$57.2K 0.08% 87
2019
Q1 		$427K Sell
1,635
-100
-6% -$23.1K 0.1% 93
2018
Q4 		$342K Sell
1,735
-120
-6% -$25K 0.09% 90
2018
Q3 		$422K Buy
1,855
+30
+2% +$6.44K 0.1% 87
2018
Q2 		$373K Hold
1,825
– – 0.1% 86
2018
Q1 		$316K Buy
1,825
+60
+3% +$10.1K 0.09% 85
2017
Q4 		$278K Sell
1,765
-345
-16% -$52.6K 0.07% 84
2017
Q3 		$300K Buy
2,110
+585
+38% +$80.7K 0.09% 84
2017
Q2 		$203K Buy
+1,525
New +$198K 0.06% 89

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return
Wilsey Asset Management
Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Verity & Verity's INTU Position: Q3 2026 in Review

Verity & Verity reduced its Intuit (INTU) stake by 39% in Q3 2026, selling an estimated $163K and leaving 825 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #132.

Verity & Verity first reported a position in INTU in Q2 2017 and has held it in 18 quarters since. The position peaked at $802K in Q4 2025. 445 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Verity & Verity held 825 shares of Intuit worth $227K as of Q3 2026.
  • Verity & Verity sold 519 Intuit shares in Q3 2026, an estimated $163K.
  • Intuit made up 0.02% of Verity & Verity's portfolio in Q3 2026, its #132 holding.
  • Verity & Verity first reported a position in Intuit in Q2 2017 and has held it in 18 quarters since.
  • Verity & Verity's Intuit position peaked at $802K in Q4 2025.
  • 445 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Verity & Verity's 13F filing for Q3 2026, filed 23 Oct 2026.