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Essex Financial Services’s Intuit INTU Stock Holding History

Essex Financial Services’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
Q1 		$521K Sell
1,205
-200
-14% -$95.4K 0.03% 449
2025
Q4 		$931K Buy
1,405
+4
+0.3% +$2.64K 0.05% 303
2025
Q3 		$957K Sell
1,401
-16
-1% -$11.5K 0.06% 279
2025
Q2 		$1.12M Buy
1,417
+38
+3% +$25.7K 0.07% 234
2025
Q1 		$847K Buy
1,379
+13
+1% +$7.81K 0.06% 261
2024
Q4 		$859K Buy
1,366
+11
+0.8% +$7.03K 0.06% 260
2024
Q3 		$826K Buy
1,355
+25
+2% +$16K 0.06% 283
2024
Q2 		$833K Buy
1,330
+307
+30% +$190K 0.06% 272
2024
Q1 		$665K Buy
1,023
+82
+9% +$52.3K 0.06% 275
2023
Q4 		$588K Buy
941
+66
+8% +$36.4K 0.06% 276
2023
Q3 		$447K Buy
875
+115
+15% +$58.2K 0.05% 301
2023
Q2 		$348K Buy
760
+65
+9% +$28.5K 0.04% 339
2023
Q1 		$310K Sell
695
-5
-0.7% -$2.05K 0.03% 378
2022
Q4 		$272K Sell
700
-22
-3% -$8.73K 0.03% 380
2022
Q3 		$280K Sell
722
-75
-9% -$32.4K 0.03% 355
2022
Q2 		$307K Buy
797
+101
+15% +$41.8K 0.03% 346
2022
Q1 		$335K Buy
696
+16
+2% +$8.19K 0.03% 348
2021
Q4 		$437K Hold
680
– – 0.04% 308
2021
Q3 		$367K Buy
680
+32
+5% +$17.2K 0.04% 312
2021
Q2 		$248K Hold
648
– – 0.04% 375
2021
Q1 		$248K Hold
648
– – 0.04% 303
2020
Q4 		$246K Hold
648
– – 0.05% 276
2020
Q3 		$211K Buy
+648
New +$203K 0.05% 254

Other funds holding INTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Essex Financial Services's INTU Position: Q1 2026 in Review

Essex Financial Services reduced its Intuit (INTU) stake by 14% in Q1 2026, selling an estimated $95.4K and leaving 1,205 shares worth $521K. The position accounts for 0.03% of the portfolio, ranked #449.

Essex Financial Services first reported a position in INTU in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.12M in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Essex Financial Services held 1,205 shares of Intuit worth $521K as of Q1 2026.
  • Essex Financial Services sold 200 Intuit shares in Q1 2026, an estimated $95.4K.
  • Intuit made up 0.03% of Essex Financial Services's portfolio in Q1 2026, its #449 holding.
  • Essex Financial Services first reported a position in Intuit in Q3 2020 and has held it in 23 quarters since.
  • Essex Financial Services's Intuit position peaked at $1.12M in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.