Colonial Trust Advisors’s Intuit INTU Stock Holding History

Colonial Trust 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	$19.8K	Buy	76 +22	+41%	+$7.66K	﹤0.01%	483
2026 Q1	$23.3K	Hold	54	–	–	﹤0.01%	434
2025 Q4	$35.8K	Hold	54	–	–	﹤0.01%	386
2025 Q3	$36.9K	Hold	54	–	–	﹤0.01%	375
2025 Q2	$42.5K	Hold	54	–	–	﹤0.01%	357
2025 Q1	$33.2K	Hold	54	–	–	﹤0.01%	376
2024 Q4	$33.9K	Buy	54 +6	+13%	+$3.83K	﹤0.01%	361
2024 Q3	$29.8K	Buy	48 +6	+14%	+$3.83K	﹤0.01%	389
2024 Q2	$27.6K	Sell	42 -2	-5%	-$1.24K	﹤0.01%	384
2024 Q1	$28.6K	Buy	44 +3	+7%	+$1.92K	﹤0.01%	407
2023 Q4	$25.6K	Buy	41 +35	+583%	+$19.3K	﹤0.01%	391
2023 Q3	$3.07K	Sell	6 -3	-33%	-$1.52K	﹤0.01%	668
2023 Q2	$4.12K	Hold	9	–	–	﹤0.01%	659
2023 Q1	$4.01K	Sell	9 -5	-36%	-$2.05K	﹤0.01%	652
2022 Q4	$5.45K	Buy	14 +1	+8%	+$397	﹤0.01%	602
2022 Q3	$5K	Buy	+13	New	+$5.62K	﹤0.01%	249

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Colonial Trust Advisors's INTU Position: Q2 2026 in Review

Colonial Trust Advisors increased its Intuit (INTU) stake by 41% in Q2 2026, buying an estimated $7.66K and bringing the position to 76 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Colonial Trust Advisors first reported a position in INTU in Q3 2022 and has held it in 16 quarters since. The position peaked at $42.5K in Q2 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Colonial Trust Advisors held 76 shares of Intuit worth $19.8K as of Q2 2026.
Colonial Trust Advisors bought 22 Intuit shares in Q2 2026, an estimated $7.66K.
Intuit made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #483 holding.
Colonial Trust Advisors first reported a position in Intuit in Q3 2022 and has held it in 16 quarters since.
Colonial Trust Advisors's Intuit position peaked at $42.5K in Q2 2025.
1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

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