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Close Asset Management’s Intuit INTU Stock Holding History

Close Asset Management’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 		$2.85M Sell
10,912
-6,319
-37% -$2.2M 0.08% 65
2026
Q1 		$7.45M Sell
17,231
-24,231
-58% -$11.6M 0.2% 47
2025
Q4 		$27.5M Buy
41,462
+4,585
+12% +$3.03M 0.61% 31
2025
Q3 		$25.2M Buy
36,877
+30,254
+457% +$21.8M 0.56% 34
2025
Q2 		$5.22M Buy
6,623
+3,335
+101% +$2.26M 0.15% 51
2025
Q1 		$2.02M Buy
3,288
+240
+8% +$144K 0.06% 66
2024
Q4 		$1.92M Hold
3,048
– – 0.05% 67
2024
Q3 		$1.89M Buy
3,048
+97
+3% +$61.9K 0.06% 65
2024
Q2 		$1.94M Buy
2,951
+419
+17% +$260K 0.07% 66
2024
Q1 		$1.65M Buy
2,532
+931
+58% +$594K 0.06% 65
2023
Q4 		$1M Buy
1,601
+1,139
+247% +$628K 0.04% 69
2023
Q3 		$236K Buy
462
+233
+102% +$118K 0.01% 108
2023
Q2 		$105K Sell
229
-20
-8% -$8.76K ﹤0.01% 129
2023
Q1 		$111K Buy
249
+204
+453% +$83.7K 0.01% 121
2022
Q4 		$18K Hold
45
– – ﹤0.01% 153
2022
Q3 		$17K Buy
45
+18
+67% +$7.78K ﹤0.01% 143
2022
Q2 		$10K Sell
27
-65
-71% -$26.9K ﹤0.01% 161
2022
Q1 		$59K Hold
92
– – ﹤0.01% 117
2021
Q4 		$59K Hold
92
– – ﹤0.01% 117
2021
Q3 		$50K Buy
+92
New +$49.6K ﹤0.01% 123

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

Close Asset Management's INTU Position: Q2 2026 in Review

Close Asset Management reduced its Intuit (INTU) stake by 37% in Q2 2026, selling an estimated $2.2M and leaving 10,912 shares worth $2.85M. The position accounts for 0.08% of the portfolio, ranked #65.

Close Asset Management first reported a position in INTU in Q3 2021 and has held it in 20 quarters since. The position peaked at $27.5M in Q4 2025. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Close Asset Management held 10,912 shares of Intuit worth $2.85M as of Q2 2026.
  • Close Asset Management sold 6,319 Intuit shares in Q2 2026, an estimated $2.2M.
  • Intuit made up 0.08% of Close Asset Management's portfolio in Q2 2026, its #65 holding.
  • Close Asset Management first reported a position in Intuit in Q3 2021 and has held it in 20 quarters since.
  • Close Asset Management's Intuit position peaked at $27.5M in Q4 2025.
  • 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Close Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.