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YHB Investment Advisors’s Intuit INTU Stock Holding History

YHB Investment 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 		$5.05M Sell
19,359
-2,258
-10% -$787K 0.32% 78
2026
Q1 		$9.35M Buy
21,617
+921
+4% +$439K 0.67% 40
2025
Q4 		$13.7M Sell
20,696
-152
-0.7% -$100K 0.95% 27
2025
Q3 		$14.2M Buy
20,848
+252
+1% +$182K 1.04% 26
2025
Q2 		$16.2M Buy
20,596
+84
+0.4% +$56.8K 1.25% 17
2025
Q1 		$12.6M Buy
20,512
+261
+1% +$157K 1.05% 20
2024
Q4 		$12.7M Sell
20,251
-141
-0.7% -$90.1K 1.05% 22
2024
Q3 		$12.7M Sell
20,392
-770
-4% -$492K 1.05% 24
2024
Q2 		$13.9M Sell
21,162
-365
-2% -$226K 1.2% 18
2024
Q1 		$14M Sell
21,527
-163
-0.8% -$104K 1.24% 21
2023
Q4 		$13.6M Sell
21,690
-4,051
-16% -$2.23M 1.31% 18
2023
Q3 		$13.2M Sell
25,741
-444
-2% -$225K 1.21% 18
2023
Q2 		$12M Buy
26,185
+298
+1% +$131K 1.12% 20
2023
Q1 		$11.5M Buy
25,887
+107
+0.4% +$43.9K 1.16% 19
2022
Q4 		$10M Sell
25,780
-131
-0.5% -$52K 1.07% 25
2022
Q3 		$10M Sell
25,911
-224
-0.9% -$96.8K 1.12% 23
2022
Q2 		$10.1M Sell
26,135
-315
-1% -$130K 1.06% 22
2022
Q1 		$12.7M Sell
26,450
-1,576
-6% -$807K 1.12% 18
2021
Q4 		$18M Sell
28,026
-83
-0.3% -$51.2K 1.43% 13
2021
Q3 		$15.2M Sell
28,109
-94
-0.3% -$50.7K 1.31% 16
2021
Q2 		$13.8M Sell
28,203
-438
-2% -$190K 1.18% 19
2021
Q1 		$11.9M Buy
28,641
+30
+0.1% +$11.6K 1.03% 26
2020
Q4 		$10.9M Buy
28,611
+164
+0.6% +$57.6K 1.03% 25
2020
Q3 		$9.28M Sell
28,447
-3,298
-10% -$1.03M 1.01% 29
2020
Q2 		$9.4M Buy
31,745
+216
+0.7% +$59.3K 1.36% 22
2020
Q1 		$7.25M Buy
31,529
+99
+0.3% +$26.8K 1.25% 23
2019
Q4 		$8.23M Buy
31,430
+288
+0.9% +$75.3K 1.17% 26
2019
Q3 		$8.28M Buy
31,142
+706
+2% +$194K 1.26% 24
2019
Q2 		$7.95M Sell
30,436
-1,716
-5% -$436K 1.26% 25
2019
Q1 		$8.4M Sell
32,152
-618
-2% -$143K 1.32% 23
2018
Q4 		$6.45M Buy
32,770
+3,981
+14% +$828K 1.15% 27
2018
Q3 		$6.55M Sell
28,789
-981
-3% -$211K 0.99% 32
2018
Q2 		$6.08M Sell
29,770
-355
-1% -$68.1K 0.99% 30
2018
Q1 		$5.22M Sell
30,125
-395
-1% -$66.5K 0.89% 34
2017
Q4 		$4.82M Buy
30,520
+455
+2% +$69.3K 0.82% 38
2017
Q3 		$4.27M Sell
30,065
-4,340
-13% -$599K 0.76% 43
2017
Q2 		$4.57M Buy
34,405
+3,823
+13% +$496K 0.78% 37
2017
Q1 		$3.83M Sell
30,582
-230
-0.7% -$27.6K 0.74% 43
2016
Q4 		$3.53M Buy
30,812
+218
+0.7% +$24.4K 0.74% 46
2016
Q3 		$3.37M Sell
30,594
-214
-0.7% -$23.9K 0.81% 43
2016
Q2 		$3.44M Buy
30,808
+577
+2% +$60.3K 0.76% 47
2016
Q1 		$3.14M Buy
30,231
+1,748
+6% +$169K 0.85% 39
2015
Q4 		$2.75M Buy
28,483
+1,008
+4% +$97.5K 0.62% 49
2015
Q3 		$2.44M Buy
27,475
+455
+2% +$44.2K 0.58% 55
2015
Q2 		$2.72M Buy
27,020
+2,015
+8% +$206K 0.59% 58
2015
Q1 		$2.42M Buy
25,005
+423
+2% +$39.3K 0.54% 62
2014
Q4 		$2.27M Buy
24,582
+500
+2% +$44.5K 0.52% 65
2014
Q3 		$2.11M Sell
24,082
-130
-0.5% -$10.8K 0.51% 66
2014
Q2 		$1.95M Buy
24,212
+603
+3% +$46.5K 0.47% 70
2014
Q1 		$1.83M Buy
23,609
+1,396
+6% +$107K 0.47% 73
2013
Q4 		$1.7M Buy
22,213
+344
+2% +$24.7K 0.45% 73
2013
Q3 		$1.45M Buy
21,869
+30
+0.1% +$1.93K 0.43% 78
2013
Q2 		$1.33M Buy
+21,839
New +$1.32M 0.42% 78

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
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

YHB Investment Advisors's INTU Position: Q2 2026 in Review

YHB Investment Advisors reduced its Intuit (INTU) stake by 10% in Q2 2026, selling an estimated $787K and leaving 19,359 shares worth $5.05M. The position accounts for 0.32% of the portfolio, ranked #78.

YHB Investment Advisors first reported a position in INTU in Q2 2013 and has held it in 53 quarters since. The position peaked at $18M in Q4 2021. 464 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • YHB Investment Advisors held 19,359 shares of Intuit worth $5.05M as of Q2 2026.
  • YHB Investment Advisors sold 2,258 Intuit shares in Q2 2026, an estimated $787K.
  • Intuit made up 0.32% of YHB Investment Advisors's portfolio in Q2 2026, its #78 holding.
  • YHB Investment Advisors first reported a position in Intuit in Q2 2013 and has held it in 53 quarters since.
  • YHB Investment Advisors's Intuit position peaked at $18M in Q4 2021.
  • 464 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.