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Essential Partners’s Intuit INTU Stock Holding History

Essential Partners’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 		$331K Buy
1,269
+371
+41% +$129K 0.15% 139
2026
Q1 		$388K Buy
898
+451
+101% +$215K 0.13% 178
2025
Q4 		$296K Sell
447
-353
-44% -$233K 0.09% 250
2025
Q3 		$546K Buy
800
+311
+64% +$224K 0.18% 161
2025
Q2 		$385K Buy
+489
New +$331K 0.15% 192

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

Essential Partners's INTU Position: Q2 2026 in Review

Essential Partners increased its Intuit (INTU) stake by 41% in Q2 2026, buying an estimated $129K and bringing the position to 1,269 shares worth $331K. The position accounts for 0.15% of the portfolio, ranked #139.

Essential Partners first reported a position in INTU in Q2 2025 and has held it in 5 quarters since. The position peaked at $546K in Q3 2025. 1,743 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Essential Partners held 1,269 shares of Intuit worth $331K as of Q2 2026.
  • Essential Partners bought 371 Intuit shares in Q2 2026, an estimated $129K.
  • Intuit made up 0.15% of Essential Partners's portfolio in Q2 2026, its #139 holding.
  • Essential Partners first reported a position in Intuit in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Intuit position peaked at $546K in Q3 2025.
  • 1,743 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.