AO
INTU icon

Advisor OS’s Intuit INTU Stock Holding History

Advisor OS’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 		$211K Sell
807
-236
-23% -$82.2K 0.01% 553
2026
Q1 		$451K Sell
1,043
-1,085
-51% -$518K 0.03% 323
2025
Q4 		$1.41M Sell
2,128
-107
-5% -$70.7K 0.11% 121
2025
Q3 		$1.53M Sell
2,235
-37
-2% -$26.7K 0.13% 101
2025
Q2 		$1.79M Sell
2,272
-249
-10% -$169K 0.18% 84
2025
Q1 		$1.55M Buy
2,521
+22
+0.9% +$13.2K 0.18% 81
2024
Q4 		$1.57M Sell
2,499
-687
-22% -$439K 0.18% 84
2024
Q3 		$1.98M Sell
3,186
-110
-3% -$70.2K 0.2% 95
2024
Q2 		$2.17M Buy
3,296
+116
+4% +$72K 0.24% 80
2024
Q1 		$2.07M Buy
3,180
+253
+9% +$161K 0.24% 78
2023
Q4 		$1.83M Sell
2,927
-642
-18% -$354K 0.24% 75
2023
Q3 		$1.82M Buy
3,569
+175
+5% +$88.6K 0.27% 67
2023
Q2 		$1.56M Buy
3,394
+125
+4% +$54.7K 0.25% 73
2023
Q1 		$1.46M Buy
3,269
+32
+1% +$13.1K 0.35% 71
2022
Q4 		$1.26M Buy
3,237
+512
+19% +$203K 0.33% 75
2022
Q3 		$1.06M Sell
2,725
-463
-15% -$200K 0.32% 69
2022
Q2 		$1.23M Sell
3,188
-44
-1% -$18.2K 0.36% 56
2022
Q1 		$1.55M Sell
3,232
-1,467
-31% -$751K 0.45% 49
2021
Q4 		$3.02M Buy
4,699
+145
+3% +$89.5K 0.62% 34
2021
Q3 		$2.46M Sell
4,554
-201
-4% -$108K 0.53% 41
2021
Q2 		$2.33M Buy
4,755
+647
+16% +$281K 0.48% 39
2021
Q1 		$1.57M Buy
4,108
+436
+12% +$168K 0.36% 53
2020
Q4 		$1.4M Buy
3,672
+1,099
+43% +$386K 0.37% 37
2020
Q3 		$840K Buy
2,573
+1,542
+150% +$482K 0.35% 35
2020
Q2 		$305K Buy
+1,031
New +$283K 0.18% 101

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 $3.37T AUM 44.26% 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

Advisor OS's INTU Position: Q2 2026 in Review

Advisor OS reduced its Intuit (INTU) stake by 23% in Q2 2026, selling an estimated $82.2K and leaving 807 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #553.

Advisor OS first reported a position in INTU in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.02M in Q4 2021. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Advisor OS held 807 shares of Intuit worth $211K as of Q2 2026.
  • Advisor OS sold 236 Intuit shares in Q2 2026, an estimated $82.2K.
  • Intuit made up 0.01% of Advisor OS's portfolio in Q2 2026, its #553 holding.
  • Advisor OS first reported a position in Intuit in Q2 2020 and has held it in 25 quarters since.
  • Advisor OS's Intuit position peaked at $3.02M in Q4 2021.
  • 1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.