Clearstead Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.92M | Buy |
7,342
+1,768
| +32% | +$616K | 0.02% | 391 |
|
|
2026
Q1 | $2.41M | Sell |
5,574
-867
| -13% | -$414K | 0.02% | 326 |
|
|
2025
Q4 | $4.27M | Buy |
6,441
+815
| +14% | +$539K | 0.05% | 222 |
|
|
2025
Q3 | $3.84M | Buy |
5,626
+1,138
| +25% | +$820K | 0.05% | 224 |
|
|
2025
Q2 | $3.54M | Buy |
4,488
+391
| +10% | +$265K | 0.05% | 234 |
|
|
2025
Q1 | $2.52M | Buy |
4,097
+583
| +17% | +$350K | 0.04% | 264 |
|
|
2024
Q4 | $2.21M | Buy |
3,514
+62
| +2% | +$39.6K | 0.03% | 279 |
|
|
2024
Q3 | $2.14M | Buy |
3,452
+45
| +1% | +$28.7K | 0.03% | 289 |
|
|
2024
Q2 | $2.24M | Buy |
3,407
+1,053
| +45% | +$653K | 0.04% | 264 |
|
|
2024
Q1 | $1.48M | Sell |
2,354
-50
| -2% | -$31.9K | 0.07% | 180 |
|
|
2023
Q4 | $1.5M | Buy |
2,404
+17
| +0.7% | +$9.38K | 0.08% | 173 |
|
|
2023
Q3 | $1.22M | Sell |
2,387
-50
| -2% | -$25.3K | 0.07% | 182 |
|
|
2023
Q2 | $1.12M | Sell |
2,437
-2
| -0.1% | -$876 | 0.07% | 193 |
|
|
2023
Q1 | $1.09M | Buy |
2,439
+923
| +61% | +$379K | 0.08% | 174 |
|
|
2022
Q4 | $590K | Buy |
1,516
+3
| +0.2% | +$1.19K | 0.05% | 231 |
|
|
2022
Q3 | $586K | Sell |
1,513
-842
| -36% | -$364K | 0.05% | 201 |
|
|
2022
Q2 | $908K | Buy |
2,355
+217
| +10% | +$89.9K | 0.07% | 182 |
|
|
2022
Q1 | $1.03M | Buy |
2,138
+133
| +7% | +$68.1K | 0.07% | 179 |
|
|
2021
Q4 | $1.29M | Buy |
2,005
+92
| +5% | +$56.8K | 0.09% | 159 |
|
|
2021
Q3 | $1.03M | Buy |
1,913
+86
| +5% | +$46.3K | 0.08% | 170 |
|
|
2021
Q2 | $895K | Hold |
1,827
| – | – | 0.07% | 175 |
|
|
2021
Q1 | $700K | Buy |
1,827
+149
| +9% | +$57.4K | 0.06% | 191 |
|
|
2020
Q4 | $637K | Buy |
1,678
+853
| +103% | +$300K | 0.06% | 188 |
|
|
2020
Q3 | $269K | Buy |
825
+20
| +2% | +$6.26K | 0.03% | 243 |
|
|
2020
Q2 | $238K | Hold |
805
| – | – | 0.03% | 250 |
|
|
2020
Q1 | $185K | Hold |
805
| – | – | 0.03% | 246 |
|
|
2019
Q4 | $211K | Hold |
805
| – | – | 0.03% | 268 |
|
|
2019
Q3 | $214K | Hold |
805
| – | – | 0.03% | 253 |
|
|
2019
Q2 | $210K | Hold |
805
| – | – | 0.03% | 262 |
|
|
2019
Q1 | $210K | Buy |
+805
| New | +$186K | 0.03% | 250 |
|
Other funds holding INTU
Clearstead Advisors's INTU Position: Q2 2026 in Review
Clearstead Advisors increased its Intuit (INTU) stake by 32% in Q2 2026, buying an estimated $616K and bringing the position to 7,342 shares worth $1.92M. The position accounts for 0.02% of the portfolio, ranked #391.
Clearstead Advisors first reported a position in INTU in Q1 2019 and has held it in 30 quarters since. The position peaked at $4.27M in Q4 2025. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.
- Clearstead Advisors held 7,342 shares of Intuit worth $1.92M as of Q2 2026.
- Clearstead Advisors bought 1,768 Intuit shares in Q2 2026, an estimated $616K.
- Intuit made up 0.02% of Clearstead Advisors's portfolio in Q2 2026, its #391 holding.
- Clearstead Advisors first reported a position in Intuit in Q1 2019 and has held it in 30 quarters since.
- Clearstead Advisors's Intuit position peaked at $4.27M in Q4 2025.
- 1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.
Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.