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AdvisorShares Investments’s Intuit INTU Stock Holding History

AdvisorShares Investments’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 		$2.09M Sell
8,005
-1,760
-18% -$613K 0.25% 49
2026
Q1 		$4.22M Sell
9,765
-920
-9% -$439K 0.77% 36
2025
Q4 		$7.08M Sell
10,685
-420
-4% -$278K 1.18% 29
2025
Q3 		$7.58M Sell
11,105
-140
-1% -$101K 1.24% 17
2025
Q2 		$8.86M Buy
11,245
+255
+2% +$173K 1.6% 8
2025
Q1 		$6.75M Sell
10,990
-105
-0.9% -$63.1K 1.32% 22
2024
Q4 		$6.97M Buy
11,095
+1,582
+17% +$1.01M 1.35% 25
2024
Q3 		$5.91M Sell
9,513
-638
-6% -$407K 1.13% 24
2024
Q2 		$6.61M Buy
10,151
+1,436
+16% +$891K 1.15% 11
2024
Q1 		$5.66M Buy
8,715
+3,230
+59% +$2.06M 0.95% 23
2023
Q4 		$3.43M Sell
5,485
-1,966
-26% -$1.08M 0.8% 22
2023
Q3 		$3.81M Buy
7,451
+1,175
+19% +$595K 1.02% 8
2023
Q2 		$2.88M Buy
6,276
+1,536
+32% +$673K 0.82% 16
2023
Q1 		$2.11M Buy
4,740
+1,440
+44% +$591K 0.66% 12
2022
Q4 		$1.28M Buy
+3,300
New +$1.31M 0.36% 33
2022
Q1 		– Sell
-3,592
Closed -$2.31M – 227
2021
Q4 		$2.31M Sell
3,592
-200
-5% -$123K 0.28% 27
2021
Q3 		$2.05M Buy
+3,792
New +$2.04M 0.32% 26

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

AdvisorShares Investments's INTU Position: Q2 2026 in Review

AdvisorShares Investments reduced its Intuit (INTU) stake by 18% in Q2 2026, selling an estimated $613K and leaving 8,005 shares worth $2.09M. The position accounts for 0.25% of the portfolio, ranked #49.

AdvisorShares Investments first reported a position in INTU in Q3 2021 and has held it in 17 quarters since. The position peaked at $8.86M in Q2 2025. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • AdvisorShares Investments held 8,005 shares of Intuit worth $2.09M as of Q2 2026.
  • AdvisorShares Investments sold 1,760 Intuit shares in Q2 2026, an estimated $613K.
  • Intuit made up 0.25% of AdvisorShares Investments's portfolio in Q2 2026, its #49 holding.
  • AdvisorShares Investments first reported a position in Intuit in Q3 2021 and has held it in 17 quarters since.
  • AdvisorShares Investments's Intuit position peaked at $8.86M in Q2 2025.
  • 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on AdvisorShares Investments's 13F filing for Q2 2026, filed 11 Aug 2026.