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Apriem Advisors’s Intuit INTU Stock Holding History

Apriem 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 		– Sell
-9,730
Closed -$4.21M – 192
2026
Q1 		$4.21M Sell
9,730
-587
-6% -$280K 0.4% 42
2025
Q4 		$6.83M Sell
10,317
-162
-2% -$107K 0.63% 36
2025
Q3 		$7.16M Sell
10,479
-419
-4% -$302K 0.68% 36
2025
Q2 		$8.58M Sell
10,898
-360
-3% -$244K 0.91% 28
2025
Q1 		$6.91M Sell
11,258
-4,520
-29% -$2.71M 0.81% 35
2024
Q4 		$9.92M Sell
15,778
-360
-2% -$230K 1.14% 27
2024
Q3 		$10M Sell
16,138
-321
-2% -$205K 1.17% 29
2024
Q2 		$10.8M Buy
+16,459
New +$10.2M 1.32% 23
2017
Q2 		– Sell
-33
Closed -$4K – 323
2017
Q1 		$4K Hold
33
– – ﹤0.01% 512
2016
Q4 		$4K Buy
+33
New +$3.69K ﹤0.01% 532

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

Apriem Advisors's INTU Position: Q2 2026 in Review

Apriem Advisors sold out of Intuit (INTU) in Q2 2026, closing a stake of 9,730 shares — an estimated $4.21M sold.

Apriem Advisors first reported a position in INTU in Q4 2016 and held it in 10 quarters. The position peaked at $10.8M in Q2 2024. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Apriem Advisors reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Apriem Advisors sold 9,730 Intuit shares in Q2 2026, an estimated $4.21M.
  • Apriem Advisors first reported a position in Intuit in Q4 2016 and held it in 10 quarters.
  • Apriem Advisors's Intuit position peaked at $10.8M in Q2 2024.
  • 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Apriem Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.