Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-460
Closed -$199K 261
2026
Q1
$199K Sell
460
-17
-4% -$8.11K 0.07% 225
2025
Q4
$316K Buy
477
+43
+10% +$28.4K 0.1% 160
2025
Q3
$296K Buy
434
+5
+1% +$3.6K 0.1% 162
2025
Q2
$338K Buy
429
+27
+7% +$18.3K 0.12% 141
2025
Q1
$247K Buy
402
+11
+3% +$6.61K 0.1% 166
2024
Q4
$246K Buy
+391
New +$250K 0.09% 160
2024
Q3
Sell
-306
Closed -$201K 216
2024
Q2
$201K Sell
306
-107
-26% -$66.4K 0.09% 174
2024
Q1
$268K Buy
+413
New +$264K 0.13% 140

Other funds holding INTU

Canopy Partners's INTU Position: Q2 2026 in Review

Canopy Partners sold out of Intuit (INTU) in Q2 2026, closing a stake of 460 shares — an estimated $199K sold.

Canopy Partners first reported a position in INTU in Q1 2024 and held it in 8 quarters. The position peaked at $338K in Q2 2025. 457 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Canopy Partners reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Canopy Partners sold 460 Intuit shares in Q2 2026, an estimated $199K.
  • Canopy Partners first reported a position in Intuit in Q1 2024 and held it in 8 quarters.
  • Canopy Partners's Intuit position peaked at $338K in Q2 2025.
  • 457 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.