Concord Asset Management (Virginia)’s Intuit INTU Stock Holding History

Concord Asset Management (Virginia)’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	–	Sell	-5,190	Closed	-$2.24M	–	129
2026 Q1	$2.24M	Buy	5,190 +1,523	+42%	+$726K	0.38%	67
2025 Q4	$2.43M	Buy	3,667 +103	+3%	+$68.1K	0.42%	62
2025 Q3	$2.43M	Buy	3,564 +753	+27%	+$543K	0.44%	58
2025 Q2	$2.21M	Buy	2,811 +48	+2%	+$32.5K	0.33%	77
2025 Q1	$1.65M	Buy	2,763 +884	+47%	+$531K	0.36%	71
2024 Q4	$1.18M	Buy	1,879 +496	+36%	+$317K	0.26%	76
2024 Q3	$859K	Buy	1,383 +151	+12%	+$96.4K	0.19%	81
2024 Q2	$810K	Buy	1,232 +79	+7%	+$49K	0.2%	87
2024 Q1	$749K	Buy	1,153 +175	+18%	+$112K	0.2%	84
2023 Q4	$611K	Buy	978 +376	+62%	+$207K	0.18%	84
2023 Q3	$308K	Buy	602 +138	+30%	+$69.8K	0.1%	101
2023 Q2	$213K	Buy	+464	New	+$203K	0.08%	113

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 $3.37T AUM 44.26% 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

Concord Asset Management (Virginia)'s INTU Position: Q2 2026 in Review

Concord Asset Management (Virginia) sold out of Intuit (INTU) in Q2 2026, closing a stake of 5,190 shares — an estimated $2.24M sold.

Concord Asset Management (Virginia) first reported a position in INTU in Q2 2023 and held it in 12 quarters. The position peaked at $2.43M in Q3 2025. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Concord Asset Management (Virginia) reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Concord Asset Management (Virginia) sold 5,190 Intuit shares in Q2 2026, an estimated $2.24M.
Concord Asset Management (Virginia) first reported a position in Intuit in Q2 2023 and held it in 12 quarters.
Concord Asset Management (Virginia)'s Intuit position peaked at $2.43M in Q3 2025.
1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Concord Asset Management (Virginia)'s 13F filing for Q2 2026, filed 27 Jul 2026.