AA
INTU icon

Addison Advisors’s Intuit INTU Stock Holding History

Addison 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 		$2.35K Sell
9
-140
-94% -$48.8K ﹤0.01% 566
2026
Q1 		$64.4K Buy
149
+4
+3% +$1.91K 0.01% 384
2025
Q4 		$96.1K Sell
145
-7
-5% -$4.63K 0.02% 322
2025
Q3 		$104K Buy
152
+6
+4% +$4.33K 0.02% 308
2025
Q2 		$115K Buy
146
+33
+29% +$22.3K 0.03% 287
2025
Q1 		$69.4K Sell
113
-7
-6% -$4.2K 0.02% 349
2024
Q4 		$75.4K Sell
120
-22
-15% -$14.1K 0.02% 331
2024
Q3 		$88.2K Buy
142
+42
+42% +$26.8K 0.02% 321
2024
Q2 		$65.7K Sell
100
-2
-2% -$1.24K 0.02% 337
2024
Q1 		$66.3K Buy
102
+2
+2% +$1.28K 0.02% 330
2023
Q4 		$62.5K Hold
100
– – 0.02% 330
2023
Q3 		$51.1K Hold
100
– – 0.02% 320
2023
Q2 		$45.8K Hold
100
– – 0.02% 327
2023
Q1 		$44.6K Sell
100
-6
-6% -$2.46K 0.03% 310
2022
Q4 		$41.3K Hold
106
– – 0.02% 305
2022
Q3 		$41K Buy
106
+6
+6% +$2.59K 0.03% 282
2022
Q2 		$39K Hold
100
– – 0.02% 290
2022
Q1 		$48K Buy
100
+97
+3,233% +$49.7K 0.03% 294
2021
Q4 		$2K Buy
+3
New +$1.85K ﹤0.01% 534

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Addison Advisors's INTU Position: Q2 2026 in Review

Addison Advisors reduced its Intuit (INTU) stake by 94% in Q2 2026, selling an estimated $48.8K and leaving 9 shares worth $2.35K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Addison Advisors first reported a position in INTU in Q4 2021 and has held it in 19 quarters since. The position peaked at $115K in Q2 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Addison Advisors held 9 shares of Intuit worth $2.35K as of Q2 2026.
  • Addison Advisors sold 140 Intuit shares in Q2 2026, an estimated $48.8K.
  • Intuit made up ﹤0.01% of Addison Advisors's portfolio in Q2 2026, its #566 holding.
  • Addison Advisors first reported a position in Intuit in Q4 2021 and has held it in 19 quarters since.
  • Addison Advisors's Intuit position peaked at $115K in Q2 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.