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Family Management’s Intuit INTU Stock Holding History

Family Management’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
-1,082
Closed -$468K – 339
2026
Q1 		$468K Sell
1,082
-3,950
-78% -$1.88M 0.06% 167
2025
Q4 		$3.33M Buy
+5,032
New +$3.33M 0.42% 62
2024
Q4 		– Sell
-409
Closed -$254K – 211
2024
Q3 		$254K Buy
409
+35
+9% +$22.3K 0.04% 145
2024
Q2 		$246K Buy
374
+43
+13% +$26.7K 0.04% 129
2024
Q1 		$215K Buy
+331
New +$211K 0.04% 144

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

Family Management's INTU Position: Q2 2026 in Review

Family Management sold out of Intuit (INTU) in Q2 2026, closing a stake of 1,082 shares — an estimated $468K sold.

Family Management first reported a position in INTU in Q1 2024 and held it in 5 quarters. The position peaked at $3.33M in Q4 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Family Management reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Family Management sold 1,082 Intuit shares in Q2 2026, an estimated $468K.
  • Family Management first reported a position in Intuit in Q1 2024 and held it in 5 quarters.
  • Family Management's Intuit position peaked at $3.33M in Q4 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.