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Choate Investment Advisors’s Intuit INTU Stock Holding History

Choate Investment 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 		$595K Sell
2,279
-283
-11% -$98.6K 0.01% 302
2026
Q1 		$1.11M Buy
2,562
+57
+2% +$27.2K 0.02% 224
2025
Q4 		$1.66M Buy
2,505
+155
+7% +$102K 0.03% 179
2025
Q3 		$1.6M Buy
2,350
+32
+1% +$23.1K 0.03% 167
2025
Q2 		$1.83M Sell
2,318
-112
-5% -$75.8K 0.04% 150
2025
Q1 		$1.49M Sell
2,430
-150
-6% -$90.1K 0.04% 156
2024
Q4 		$1.62M Buy
2,580
+158
+7% +$101K 0.04% 154
2024
Q3 		$1.5M Buy
2,422
+5
+0.2% +$3.19K 0.04% 156
2024
Q2 		$1.59M Buy
2,417
+145
+6% +$89.9K 0.04% 147
2024
Q1 		$1.48M Buy
2,272
+69
+3% +$44K 0.04% 161
2023
Q4 		$1.38M Buy
2,203
+239
+12% +$132K 0.04% 153
2023
Q3 		$1M Buy
1,964
+687
+54% +$348K 0.04% 163
2023
Q2 		$585K Buy
1,277
+81
+7% +$35.5K 0.02% 190
2023
Q1 		$533K Buy
1,196
+285
+31% +$117K 0.03% 179
2022
Q4 		$355K Sell
911
-284
-24% -$113K 0.02% 209
2022
Q3 		$463K Buy
1,195
+10
+0.8% +$4.32K 0.03% 165
2022
Q2 		$457K Sell
1,185
-30
-2% -$12.4K 0.03% 175
2022
Q1 		$584K Sell
1,215
-96
-7% -$49.2K 0.03% 184
2021
Q4 		$843K Buy
1,311
+49
+4% +$30.2K 0.05% 148
2021
Q3 		$681K Buy
1,262
+410
+48% +$221K 0.04% 153
2021
Q2 		$418K Buy
+852
New +$369K 0.03% 192

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

Choate Investment Advisors's INTU Position: Q2 2026 in Review

Choate Investment Advisors reduced its Intuit (INTU) stake by 11% in Q2 2026, selling an estimated $98.6K and leaving 2,279 shares worth $595K. The position accounts for 0.01% of the portfolio, ranked #302.

Choate Investment Advisors first reported a position in INTU in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.83M in Q2 2025. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Choate Investment Advisors held 2,279 shares of Intuit worth $595K as of Q2 2026.
  • Choate Investment Advisors sold 283 Intuit shares in Q2 2026, an estimated $98.6K.
  • Intuit made up 0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #302 holding.
  • Choate Investment Advisors first reported a position in Intuit in Q2 2021 and has held it in 21 quarters since.
  • Choate Investment Advisors's Intuit position peaked at $1.83M in Q2 2025.
  • 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.