WT
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Whittier Trust’s Intuit INTU Stock Holding History

Whittier Trust’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 		$1.86M Buy
6,821
+15
+0.2% +$5.22K 0.02% 307
2026
Q1 		$2.84M Sell
6,806
-588
-8% -$280K 0.03% 236
2025
Q4 		$4.79M Sell
7,394
-1,491
-17% -$985K 0.05% 198
2025
Q3 		$6.04M Sell
8,885
-149
-2% -$107K 0.07% 185
2025
Q2 		$7.12M Sell
9,034
-499
-5% -$338K 0.09% 177
2025
Q1 		$5.85M Sell
9,533
-27,669
-74% -$16.6M 0.08% 190
2024
Q4 		$23.4M Sell
37,202
-3,054
-8% -$1.95M 0.31% 71
2024
Q3 		$25M Buy
40,256
+1,077
+3% +$687K 0.33% 69
2024
Q2 		$25.7M Buy
39,179
+1,426
+4% +$885K 0.37% 59
2024
Q1 		$24.5M Buy
37,753
+819
+2% +$523K 0.36% 69
2023
Q4 		$23.1M Buy
36,934
+276
+0.8% +$152K 0.37% 67
2023
Q3 		$18.7M Buy
36,658
+757
+2% +$383K 0.33% 70
2023
Q2 		$16.4M Sell
35,901
-215
-0.6% -$94.2K 0.29% 85
2023
Q1 		$16.1M Buy
36,116
+876
+2% +$360K 0.29% 82
2022
Q4 		$13.7M Buy
35,240
+987
+3% +$392K 0.27% 88
2022
Q3 		$13.3M Buy
34,253
+932
+3% +$403K 0.28% 86
2022
Q2 		$12.8M Buy
33,321
+202
+0.6% +$83.6K 0.26% 91
2022
Q1 		$15.9M Buy
33,119
+301
+0.9% +$154K 0.27% 90
2021
Q4 		$21.1M Buy
32,818
+1,139
+4% +$703K 0.34% 77
2021
Q3 		$17.1M Buy
31,679
+260
+0.8% +$140K 0.31% 86
2021
Q2 		$15.4M Buy
31,419
+1,086
+4% +$471K 0.27% 94
2021
Q1 		$11.6M Buy
30,333
+1,851
+6% +$713K 0.23% 104
2020
Q4 		$10.8M Buy
28,482
+19,320
+211% +$6.78M 0.23% 111
2020
Q3 		$2.99M Sell
9,162
-229
-2% -$71.6K 0.07% 194
2020
Q2 		$2.78M Buy
9,391
+6,112
+186% +$1.68M 0.08% 188
2020
Q1 		$754K Buy
3,279
+62
+2% +$16.8K 0.02% 325
2019
Q4 		$843K Buy
3,217
+80
+3% +$20.9K 0.02% 330
2019
Q3 		$834K Buy
3,137
+210
+7% +$57.8K 0.02% 331
2019
Q2 		$765K Buy
2,927
+42
+1% +$10.7K 0.02% 330
2019
Q1 		$754K Sell
2,885
-56
-2% -$12.9K 0.02% 325
2018
Q4 		$579K Buy
2,941
+56
+2% +$11.7K 0.02% 343
2018
Q3 		$656K Buy
2,885
+216
+8% +$46.4K 0.02% 332
2018
Q2 		$545K Sell
2,669
-195
-7% -$37.4K 0.02% 353
2018
Q1 		$496K Buy
2,864
+19
+0.7% +$3.2K 0.02% 370
2017
Q4 		$449K Buy
2,845
+103
+4% +$15.7K 0.02% 376
2017
Q3 		$390K Hold
2,742
– – 0.01% 390
2017
Q2 		$364K Sell
2,742
-161
-6% -$20.9K 0.01% 389
2017
Q1 		$337K Buy
2,903
+143
+5% +$17.1K 0.01% 391
2016
Q4 		$316K Sell
2,760
-73
-3% -$8.17K 0.01% 403
2016
Q3 		$312K Sell
2,833
-384
-12% -$43K 0.01% 397
2016
Q2 		$359K Buy
3,217
+100
+3% +$10.5K 0.02% 380
2016
Q1 		$324K Hold
3,117
– – 0.01% 390
2015
Q4 		$301K Sell
3,117
-166
-5% -$16K 0.01% 405
2015
Q3 		$291K Sell
3,283
-370
-10% -$35.9K 0.01% 402
2015
Q2 		$368K Buy
3,653
+240
+7% +$24.5K 0.02% 397
2015
Q1 		$331K Sell
3,413
-134
-4% -$12.4K 0.02% 408
2014
Q4 		$327K Hold
3,547
– – 0.02% 380
2014
Q3 		$311K Hold
3,547
– – 0.02% 382
2014
Q2 		$286K Hold
3,547
– – 0.01% 387
2014
Q1 		$276K Sell
3,547
-779
-18% -$59.5K 0.01% 389
2013
Q4 		$330K Buy
4,326
+420
+11% +$30.2K 0.02% 369
2013
Q3 		$259K Hold
3,906
– – 0.01% 404
2013
Q2 		$238K Buy
+3,906
New +$236K 0.01% 404

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
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Whittier Trust's INTU Position: Q2 2026 in Review

Whittier Trust increased its Intuit (INTU) stake by 0.22% in Q2 2026, buying an estimated $5.22K and bringing the position to 6,821 shares worth $1.86M. The position accounts for 0.02% of the portfolio, ranked #307.

Whittier Trust first reported a position in INTU in Q2 2013 and has held it in 53 quarters since. The position peaked at $25.7M in Q2 2024. 609 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Whittier Trust held 6,821 shares of Intuit worth $1.86M as of Q2 2026.
  • Whittier Trust bought 15 Intuit shares in Q2 2026, an estimated $5.22K.
  • Intuit made up 0.02% of Whittier Trust's portfolio in Q2 2026, its #307 holding.
  • Whittier Trust first reported a position in Intuit in Q2 2013 and has held it in 53 quarters since.
  • Whittier Trust's Intuit position peaked at $25.7M in Q2 2024.
  • 609 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.