Fortis Advisors’s Intuit INTU Stock Holding History

Fortis 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	–	Sell	-400	Closed	-$265K	–	123
2025 Q4	$265K	Hold	400	–	–	0.14%	103
2025 Q3	$273K	Hold	400	–	–	0.15%	93
2025 Q2	$315K	Hold	400	–	–	0.2%	82
2025 Q1	$246K	Hold	400	–	–	0.16%	99
2024 Q4	$251K	Hold	400	–	–	0.17%	95
2024 Q3	$248K	Hold	400	–	–	0.16%	96
2024 Q2	$263K	Hold	400	–	–	0.19%	82
2024 Q1	$260K	Hold	400	–	–	0.17%	82
2023 Q4	$250K	Hold	400	–	–	0.18%	78
2023 Q3	$204K	Buy	+400	New	+$202K	0.15%	85
2023 Q2	–	Sell	-400	Closed	-$178K	–	167
2023 Q1	$178K	Hold	400	–	–	0.12%	89
2022 Q4	$156K	Hold	400	–	–	0.12%	90
2022 Q3	$155K	Hold	400	–	–	0.11%	97
2022 Q2	$154K	Hold	400	–	–	0.1%	105
2022 Q1	$192K	Hold	400	–	–	0.11%	106
2021 Q4	$257K	Hold	400	–	–	0.15%	89
2021 Q3	$216K	Hold	400	–	–	0.13%	88
2021 Q2	$196K	Hold	400	–	–	0.11%	98
2021 Q1	$153K	Hold	400	–	–	0.11%	85
2020 Q4	$152K	Hold	400	–	–	0.13%	64
2020 Q3	$130K	Hold	400	–	–	0.12%	62
2020 Q2	$118K	Buy	400 +100	+33%	+$27.4K	0.12%	75
2020 Q1	$69K	Buy	+300	New	+$81.2K	0.05%	166

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

Fortis Advisors's INTU Position: Q1 2026 in Review

Fortis Advisors sold out of Intuit (INTU) in Q1 2026, closing a stake of 400 shares — an estimated $265K sold.

Fortis Advisors first reported a position in INTU in Q1 2020 and held it in 23 quarters. The position peaked at $315K in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Fortis Advisors reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
Fortis Advisors sold 400 Intuit shares in Q1 2026, an estimated $265K.
Fortis Advisors first reported a position in Intuit in Q1 2020 and held it in 23 quarters.
Fortis Advisors's Intuit position peaked at $315K in Q2 2025.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Fortis Advisors's 13F filing for Q1 2026, filed 14 May 2026.