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Catalyst Financial Partners’s Intuit INTU Stock Holding History

Catalyst Financial Partners’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 		$250K Sell
959
-725
-43% -$253K 0.02% 360
2026
Q1 		$728K Buy
1,684
+396
+31% +$189K 0.09% 145
2025
Q4 		$853K Buy
1,288
+114
+10% +$75.3K 0.1% 115
2025
Q3 		$802K Buy
1,174
+11
+0.9% +$7.93K 0.1% 110
2025
Q2 		$916K Buy
1,163
+68
+6% +$46K 0.1% 90
2025
Q1 		$672K Buy
1,095
+51
+5% +$30.6K 0.12% 112
2024
Q4 		$656K Buy
1,044
+32
+3% +$20.4K 0.12% 104
2024
Q3 		$628K Buy
1,012
+64
+7% +$40.9K 0.12% 106
2024
Q2 		$623K Buy
948
+25
+3% +$15.5K 0.14% 99
2024
Q1 		$566K Buy
923
+43
+5% +$27.4K 0.15% 94
2023
Q4 		$550K Buy
880
+98
+13% +$54.1K 0.16% 87
2023
Q3 		$400K Buy
782
+55
+8% +$27.8K 0.13% 117
2023
Q2 		$333K Buy
727
+109
+18% +$47.7K 0.12% 125
2023
Q1 		$276K Buy
618
+100
+19% +$41.1K 0.12% 132
2022
Q4 		$202K Buy
+518
New +$205K 0.1% 156

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 $3.38T AUM 44.17% 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

Catalyst Financial Partners's INTU Position: Q2 2026 in Review

Catalyst Financial Partners reduced its Intuit (INTU) stake by 43% in Q2 2026, selling an estimated $253K and leaving 959 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #360.

Catalyst Financial Partners first reported a position in INTU in Q4 2022 and has held it in 15 quarters since. The position peaked at $916K in Q2 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Catalyst Financial Partners held 959 shares of Intuit worth $250K as of Q2 2026.
  • Catalyst Financial Partners sold 725 Intuit shares in Q2 2026, an estimated $253K.
  • Intuit made up 0.02% of Catalyst Financial Partners's portfolio in Q2 2026, its #360 holding.
  • Catalyst Financial Partners first reported a position in Intuit in Q4 2022 and has held it in 15 quarters since.
  • Catalyst Financial Partners's Intuit position peaked at $916K in Q2 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.