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Wendell David Associates’s Intuit INTU Stock Holding History

Wendell David Associates’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 		$10.2M Sell
38,906
-837
-2% -$292K 1.07% 24
2026
Q1 		$17.2M Buy
39,743
+292
+0.7% +$139K 1.87% 17
2025
Q4 		$26.1M Sell
39,451
-923
-2% -$610K 2.65% 10
2025
Q3 		$27.6M Buy
40,374
+457
+1% +$329K 2.72% 10
2025
Q2 		$31.4M Sell
39,917
-116
-0.3% -$78.5K 3.16% 8
2025
Q1 		$24.6M Buy
40,033
+180
+0.5% +$108K 2.45% 11
2024
Q4 		$25M Sell
39,853
-146
-0.4% -$93.3K 2.48% 10
2024
Q3 		$24.8M Buy
39,999
+43
+0.1% +$27.4K 2.38% 9
2024
Q2 		$26.3M Sell
39,956
-165
-0.4% -$102K 2.68% 8
2024
Q1 		$26.1M Sell
40,121
-421
-1% -$269K 2.64% 8
2023
Q4 		$25.3M Buy
40,542
+1,303
+3% +$719K 2.73% 8
2023
Q3 		$20M Buy
39,239
+1,048
+3% +$530K 2.36% 10
2023
Q2 		$17.5M Buy
38,191
+895
+2% +$392K 1.98% 16
2023
Q1 		$16.6M Buy
37,296
+1,203
+3% +$494K 1.97% 14
2022
Q4 		$14M Buy
36,093
+626
+2% +$248K 1.73% 21
2022
Q3 		$13.7M Buy
35,467
+284
+0.8% +$123K 1.85% 17
2022
Q2 		$13.6M Buy
35,183
+190
+0.5% +$78.7K 1.72% 20
2022
Q1 		$16.8M Sell
34,993
-935
-3% -$479K 1.87% 17
2021
Q4 		$23.1M Sell
35,928
-5,947
-14% -$3.67M 2.34% 11
2021
Q3 		$22.6M Sell
41,875
-2,050
-5% -$1.1M 2.52% 11
2021
Q2 		$21.5M Sell
43,925
-503
-1% -$218K 2.41% 11
2021
Q1 		$17M Sell
44,428
-458
-1% -$176K 2.05% 16
2020
Q4 		$17.1M Buy
44,886
+600
+1% +$211K 2.08% 15
2020
Q3 		$14.4M Sell
44,286
-780
-2% -$244K 1.93% 17
2020
Q2 		$13.3M Sell
45,066
-1,275
-3% -$350K 1.93% 16
2020
Q1 		$10.7M Sell
46,341
-457
-1% -$124K 1.8% 17
2019
Q4 		$12.3M Buy
46,798
+1,090
+2% +$285K 1.69% 17
2019
Q3 		$12.2M Buy
45,708
+208
+0.5% +$57.2K 1.78% 17
2019
Q2 		$11.9M Sell
45,500
-508
-1% -$129K 1.78% 16
2019
Q1 		$12M Sell
46,008
-825
-2% -$191K 1.87% 15
2018
Q4 		$9.22M Sell
46,833
-54
-0.1% -$11.2K 1.66% 18
2018
Q3 		$10.7M Sell
46,887
-370
-0.8% -$79.5K 1.66% 17
2018
Q2 		$9.65M Sell
47,257
-132
-0.3% -$25.3K 1.65% 18
2018
Q1 		$8.21M Sell
47,389
-7,730
-14% -$1.3M 1.48% 21
2017
Q4 		$8.7M Sell
55,119
-104
-0.2% -$15.9K 1.49% 22
2017
Q3 		$7.85M Buy
55,223
+225
+0.4% +$31.1K 1.39% 22
2017
Q2 		$7.3M Sell
54,998
-2,125
-4% -$276K 1.38% 23
2017
Q1 		$6.63M Sell
57,123
-1,425
-2% -$171K 1.27% 25
2016
Q4 		$6.71M Buy
58,548
+1,122
+2% +$126K 1.32% 25
2016
Q3 		$6.32M Buy
57,426
+1,025
+2% +$115K 1.25% 25
2016
Q2 		$6.32M Sell
56,401
-2,438
-4% -$255K 1.24% 26
2016
Q1 		$6.12M Sell
58,839
-1,127
-2% -$109K 1.19% 25
2015
Q4 		$5.82M Buy
59,966
+82
+0.1% +$7.93K 1.15% 27
2015
Q3 		$5.33M Sell
59,884
-162
-0.3% -$15.7K 1.09% 28
2015
Q2 		$6.07M Sell
60,046
-400
-0.7% -$40.8K 1.18% 27
2015
Q1 		$5.86M Sell
60,446
-1,225
-2% -$114K 1.13% 29
2014
Q4 		$5.67M Buy
61,671
+100
+0.2% +$8.89K 1.11% 30
2014
Q3 		$5.42M Buy
61,571
+825
+1% +$68.5K 1.13% 30
2014
Q2 		$4.92M Sell
60,746
-75
-0.1% -$5.79K 1.04% 32
2014
Q1 		$4.74M Buy
60,821
+875
+1% +$66.8K 1.03% 33
2013
Q4 		$4.56M Buy
59,946
+4,245
+8% +$305K 1% 31
2013
Q3 		$3.68M Buy
55,701
+3,091
+6% +$199K 0.88% 36
2013
Q2 		$3.21M Buy
+52,610
New +$3.18M 0.8% 39

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
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
Mirae Asset Global Investments
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Wendell David Associates's INTU Position: Q2 2026 in Review

Wendell David Associates reduced its Intuit (INTU) stake by 2.1% in Q2 2026, selling an estimated $292K and leaving 38,906 shares worth $10.2M. The position accounts for 1.07% of the portfolio, ranked #24.

Wendell David Associates first reported a position in INTU in Q2 2013 and has held it in 53 quarters since. The position peaked at $31.4M in Q2 2025. 572 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Wendell David Associates held 38,906 shares of Intuit worth $10.2M as of Q2 2026.
  • Wendell David Associates sold 837 Intuit shares in Q2 2026, an estimated $292K.
  • Intuit made up 1.07% of Wendell David Associates's portfolio in Q2 2026, its #24 holding.
  • Wendell David Associates first reported a position in Intuit in Q2 2013 and has held it in 53 quarters since.
  • Wendell David Associates's Intuit position peaked at $31.4M in Q2 2025.
  • 572 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Wendell David Associates's 13F filing for Q2 2026, filed 27 Jul 2026.