Fortis Group 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
$522 Buy
+2
New +$697 ﹤0.01% 582
2020
Q3
$762K Buy
+2,338
New +$731K 0.15% 76

Other funds holding INTU

Fortis Group Advisors's INTU Position: Q2 2026 in Review

Fortis Group Advisors opened a new position in Intuit (INTU) in Q2 2026: 2 shares worth $522. The stake represents ﹤0.01% of the portfolio and ranks #582 among its holdings. This is a return to the name: Fortis Group Advisors previously reported a position in INTU as recently as Q3 2020.

Fortis Group Advisors first reported a position in INTU in Q3 2020 and has held it in 2 quarters since. The position peaked at $762K in Q3 2020. 464 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Fortis Group Advisors held 2 shares of Intuit worth $522 as of Q2 2026.
  • Intuit was a new Fortis Group Advisors position in Q2 2026.
  • Intuit made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #582 holding.
  • Fortis Group Advisors first reported a position in Intuit in Q3 2020 and has held it in 2 quarters since.
  • Fortis Group Advisors's Intuit position peaked at $762K in Q3 2020.
  • 464 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.