Advisory Research’s Intuit INTU Stock Holding History

Advisory Research’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	$7.42M	Buy	28,443 +1,196	+4%	+$417K	0.74%	36
2026 Q1	$11.8M	Buy	+27,247	New	+$13M	1.45%	25
2024 Q1	–	Sell	-19,196	Closed	-$12M	–	237
2023 Q4	$12M	Buy	19,196 +662	+4%	+$365K	1.85%	8
2023 Q3	$9.47M	Buy	18,534 +77	+0.4%	+$39K	1.31%	13
2023 Q2	$8.46M	Sell	18,457 -515	-3%	-$226K	1.08%	19
2023 Q1	$8.46M	Sell	18,972 -3,065	-14%	-$1.26M	1.39%	18
2022 Q4	$8.58M	Sell	22,037 -16,504	-43%	-$6.55M	0.81%	30
2022 Q3	$14.9M	Buy	38,541 +9,112	+31%	+$3.94M	1.46%	17
2022 Q2	$11.3M	Sell	29,429 -373	-1%	-$154K	1.11%	21
2022 Q1	$14.3M	Sell	29,802 -108	-0.4%	-$55.3K	1.15%	22
2021 Q4	$19.2M	Sell	29,910 -397	-1%	-$245K	1.51%	14
2021 Q3	$16.4M	Buy	+30,307	New	+$16.3M	1.05%	21
2014 Q2	–	Sell	-888	Closed	-$69K	–	493
2014 Q1	$69K	Buy	+888	New	+$67.8K	﹤0.01%	565

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Advisory Research's INTU Position: Q2 2026 in Review

Advisory Research increased its Intuit (INTU) stake by 4.4% in Q2 2026, buying an estimated $417K and bringing the position to 28,443 shares worth $7.42M. The position accounts for 0.74% of the portfolio, ranked #36.

Advisory Research first reported a position in INTU in Q1 2014 and has held it in 13 quarters since. The position peaked at $19.2M in Q4 2021. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Advisory Research held 28,443 shares of Intuit worth $7.42M as of Q2 2026.
Advisory Research bought 1,196 Intuit shares in Q2 2026, an estimated $417K.
Intuit made up 0.74% of Advisory Research's portfolio in Q2 2026, its #36 holding.
Advisory Research first reported a position in Intuit in Q1 2014 and has held it in 13 quarters since.
Advisory Research's Intuit position peaked at $19.2M in Q4 2021.
1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.