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Advocate Investing Services’s Intuit INTU Stock Holding History

Advocate Investing Services’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 		$3.92K Hold
15
– – ﹤0.01% 348
2026
Q1 		$6.49K Hold
15
– – 0.01% 284
2025
Q4 		$9.94K Buy
+15
New +$9.91K 0.01% 229

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

Advocate Investing Services's INTU Position: Q2 2026 in Review

Advocate Investing Services held its Intuit (INTU) position steady in Q2 2026 at 15 shares worth $3.92K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Advocate Investing Services first reported a position in INTU in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.94K in Q4 2025. 1,741 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Advocate Investing Services held 15 shares of Intuit worth $3.92K as of Q2 2026.
  • Advocate Investing Services left its Intuit share count unchanged in Q2 2026.
  • Intuit made up ﹤0.01% of Advocate Investing Services's portfolio in Q2 2026, its #348 holding.
  • Advocate Investing Services first reported a position in Intuit in Q4 2025 and has held it in 3 quarters since.
  • Advocate Investing Services's Intuit position peaked at $9.94K in Q4 2025.
  • 1,741 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.