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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
Q2 		$291K Sell
1,114
-91
-8% -$31.7K 0.01% 661
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 $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 $3.38T AUM 44.17% 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

Essex Financial Services's INTU Position: Q2 2026 in Review

Essex Financial Services reduced its Intuit (INTU) stake by 7.6% in Q2 2026, selling an estimated $31.7K and leaving 1,114 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #661.

Essex Financial Services first reported a position in INTU in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.12M in Q2 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Essex Financial Services held 1,114 shares of Intuit worth $291K as of Q2 2026.
  • Essex Financial Services sold 91 Intuit shares in Q2 2026, an estimated $31.7K.
  • Intuit made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #661 holding.
  • Essex Financial Services first reported a position in Intuit in Q3 2020 and has held it in 24 quarters since.
  • Essex Financial Services's Intuit position peaked at $1.12M in Q2 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.