Fort Sheridan Advisors’s Intuit INTU Stock Holding History

Fort Sheridan Advisors’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	-865	Closed	-$374K	–	304
2026 Q1	$374K	Buy	865 +103	+14%	+$49.1K	0.05%	210
2025 Q4	$505K	Hold	762	–	–	0.06%	166
2025 Q3	$520K	Buy	762 +40	+6%	+$28.8K	0.07%	161
2025 Q2	$569K	Buy	722 +15	+2%	+$10.2K	0.08%	143
2025 Q1	$434K	Hold	707	–	–	0.07%	167
2024 Q4	$444K	Hold	707	–	–	0.06%	170
2024 Q3	$439K	Hold	707	–	–	0.07%	168
2024 Q2	$465K	Buy	707 +9	+1%	+$5.58K	0.08%	154
2024 Q1	$454K	Buy	698 +113	+19%	+$72.1K	0.09%	141
2023 Q4	$366K	Buy	585 +100	+21%	+$55.2K	0.07%	147
2023 Q3	$248K	Buy	485 +28	+6%	+$14.2K	0.06%	160
2023 Q2	$209K	Hold	457	–	–	0.05%	184
2023 Q1	$204K	Buy	+457	New	+$188K	0.05%	185
2022 Q2	–	Sell	-457	Closed	-$220K	–	191
2022 Q1	$220K	Hold	457	–	–	0.06%	165
2021 Q4	$294K	Hold	457	–	–	0.08%	154
2021 Q3	$247K	Hold	457	–	–	0.08%	155
2021 Q2	$224K	Buy	+457	New	+$198K	0.07%	159

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fort Sheridan Advisors's INTU Position: Q2 2026 in Review

Fort Sheridan Advisors sold out of Intuit (INTU) in Q2 2026, closing a stake of 865 shares — an estimated $374K sold.

Fort Sheridan Advisors first reported a position in INTU in Q2 2021 and held it in 17 quarters. The position peaked at $569K in Q2 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Fort Sheridan Advisors reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Fort Sheridan Advisors sold 865 Intuit shares in Q2 2026, an estimated $374K.
Fort Sheridan Advisors first reported a position in Intuit in Q2 2021 and held it in 17 quarters.
Fort Sheridan Advisors's Intuit position peaked at $569K in Q2 2025.
1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.