First Foundation Advisors’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.94M Buy
11,249
+4,162
+59% +$1.45M 0.11% 123
2026
Q1
$3.06M Sell
7,087
-434
-6% -$207K 0.12% 112
2025
Q4
$4.98M Sell
7,521
-481
-6% -$318K 0.19% 82
2025
Q3
$5.46M Sell
8,002
-908
-10% -$655K 0.2% 78
2025
Q2
$7.02M Buy
8,910
+223
+3% +$151K 0.26% 65
2025
Q1
$5.33M Buy
8,687
+302
+4% +$181K 0.22% 73
2024
Q4
$5.27M Buy
8,385
+609
+8% +$389K 0.2% 81
2024
Q3
$4.83M Buy
7,776
+232
+3% +$148K 0.18% 79
2024
Q2
$4.96M Buy
7,544
+613
+9% +$380K 0.19% 75
2024
Q1
$4.51M Buy
6,931
+418
+6% +$267K 0.18% 75
2023
Q4
$4.07M Sell
6,513
-722
-10% -$398K 0.19% 77
2023
Q3
$3.7M Buy
7,235
+324
+5% +$164K 0.17% 83
2023
Q2
$3.17M Sell
6,911
-83
-1% -$36.3K 0.14% 101
2023
Q1
$3.12M Buy
6,994
+622
+10% +$255K 0.14% 100
2022
Q4
$2.48M Sell
6,372
-271
-4% -$108K 0.12% 112
2022
Q3
$2.57M Buy
6,643
+97
+1% +$41.9K 0.13% 105
2022
Q2
$2.52M Sell
6,546
-177
-3% -$73.3K 0.11% 110
2022
Q1
$3.23M Buy
6,723
+1,771
+36% +$907K 0.12% 101
2021
Q4
$3.19M Buy
4,952
+604
+14% +$373K 0.11% 106
2021
Q3
$2.35M Buy
4,348
+971
+29% +$523K 0.09% 117
2021
Q2
$1.66M Buy
3,377
+422
+14% +$183K 0.06% 160
2021
Q1
$1.13M Buy
2,955
+538
+22% +$207K 0.05% 188
2020
Q4
$918K Buy
2,417
+1,492
+161% +$524K 0.04% 198
2020
Q3
$302K Buy
+925
New +$289K 0.01% 294
2019
Q1
Sell
-2,624
Closed -$517K 358
2018
Q4
$517K Buy
+2,624
New +$546K 0.03% 252

Other funds holding INTU

First Foundation Advisors's INTU Position: Q2 2026 in Review

First Foundation Advisors increased its Intuit (INTU) stake by 59% in Q2 2026, buying an estimated $1.45M and bringing the position to 11,249 shares worth $2.94M. The position accounts for 0.11% of the portfolio, ranked #123.

First Foundation Advisors first reported a position in INTU in Q4 2018 and has held it in 25 quarters since. The position peaked at $7.02M in Q2 2025. 1,746 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • First Foundation Advisors held 11,249 shares of Intuit worth $2.94M as of Q2 2026.
  • First Foundation Advisors bought 4,162 Intuit shares in Q2 2026, an estimated $1.45M.
  • Intuit made up 0.11% of First Foundation Advisors's portfolio in Q2 2026, its #123 holding.
  • First Foundation Advisors first reported a position in Intuit in Q4 2018 and has held it in 25 quarters since.
  • First Foundation Advisors's Intuit position peaked at $7.02M in Q2 2025.
  • 1,746 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.