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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fort Sheridan Advisors's INTU Position: Q1 2026 in Review

Fort Sheridan Advisors increased its Intuit (INTU) stake by 14% in Q1 2026, buying an estimated $49.1K and bringing the position to 865 shares worth $374K. The position accounts for 0.05% of the portfolio, ranked #210.

Fort Sheridan Advisors first reported a position in INTU in Q2 2021 and has held it in 17 quarters since. The position peaked at $569K in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Fort Sheridan Advisors held 865 shares of Intuit worth $374K as of Q1 2026.
Fort Sheridan Advisors bought 103 Intuit shares in Q1 2026, an estimated $49.1K.
Intuit made up 0.05% of Fort Sheridan Advisors's portfolio in Q1 2026, its #210 holding.
Fort Sheridan Advisors first reported a position in Intuit in Q2 2021 and has held it in 17 quarters since.
Fort Sheridan Advisors's Intuit position peaked at $569K in Q2 2025.
2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Fort Sheridan Advisors's 13F filing for Q1 2026, filed 6 May 2026.