Convergence Financial’s Intuit INTU Stock Holding History

Convergence Financial’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	-2,013	Closed	-$870K	–	283
2026 Q1	$870K	Buy	2,013 +140	+7%	+$66.8K	0.09%	111
2025 Q4	$1.24M	Sell	1,873 -247	-12%	-$163K	0.18%	70
2025 Q3	$1.45M	Sell	2,120 -55	-3%	-$39.6K	0.22%	64
2025 Q2	$1.71M	Buy	+2,175	New	+$1.47M	0.29%	58

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

Convergence Financial's INTU Position: Q2 2026 in Review

Convergence Financial sold out of Intuit (INTU) in Q2 2026, closing a stake of 2,013 shares — an estimated $870K sold.

Convergence Financial first reported a position in INTU in Q2 2025 and held it in 4 quarters. The position peaked at $1.71M in Q2 2025. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Convergence Financial reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Convergence Financial sold 2,013 Intuit shares in Q2 2026, an estimated $870K.
Convergence Financial first reported a position in Intuit in Q2 2025 and held it in 4 quarters.
Convergence Financial's Intuit position peaked at $1.71M in Q2 2025.
1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.