FCH
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Freestone Capital Holdings’s Intuit INTU Stock Holding History

Freestone Capital Holdings’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 		$1.03M Buy
3,952
+3,073
+350% +$1.07M 0.03% 254
2026
Q1 		$380K Sell
879
-551
-39% -$263K 0.01% 393
2025
Q4 		$947K Sell
1,430
-356
-20% -$235K 0.03% 249
2025
Q3 		$1.22M Buy
1,786
+75
+4% +$54.1K 0.04% 223
2025
Q2 		$1.35M Sell
1,711
-727
-30% -$492K 0.05% 202
2025
Q1 		$1.5M Sell
2,438
-244
-9% -$147K 0.06% 186
2024
Q4 		$1.69M Buy
2,682
+1,039
+63% +$664K 0.06% 173
2024
Q3 		$1.02M Sell
1,643
-111
-6% -$70.9K 0.04% 214
2024
Q2 		$1.15M Sell
1,754
-1,756
-50% -$1.09M 0.04% 199
2024
Q1 		$2.28M Buy
3,510
+2,415
+221% +$1.54M 0.09% 160
2023
Q4 		$684K Buy
1,095
+174
+19% +$96K 0.03% 241
2023
Q3 		$471K Sell
921
-67
-7% -$33.9K 0.02% 250
2023
Q2 		$453K Buy
988
+462
+88% +$202K 0.02% 266
2023
Q1 		$235K Sell
526
-32
-6% -$13.1K 0.01% 318
2022
Q4 		$217K Sell
558
-15
-3% -$5.95K 0.01% 332
2022
Q3 		$222K Sell
573
-710
-55% -$307K 0.01% 332
2022
Q2 		$495K Sell
1,283
-942
-42% -$390K 0.02% 265
2022
Q1 		$1.07M Buy
2,225
+665
+43% +$341K 0.04% 244
2021
Q4 		$1M Buy
1,560
+379
+32% +$234K 0.04% 235
2021
Q3 		$637K Buy
1,181
+264
+29% +$142K 0.03% 259
2021
Q2 		$449K Buy
917
+5
+0.5% +$2.17K 0.02% 284
2021
Q1 		$349K Buy
912
+270
+42% +$104K 0.02% 305
2020
Q4 		$244K Buy
642
+151
+31% +$53K 0.01% 321
2020
Q3 		$160K Buy
+491
New +$154K 0.01% 352
2019
Q1 		– Sell
-1,277
Closed -$251K – 384
2018
Q4 		$251K Buy
+1,277
New +$266K 0.02% 367

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Freestone Capital Holdings's INTU Position: Q2 2026 in Review

Freestone Capital Holdings increased its Intuit (INTU) stake by 350% in Q2 2026, buying an estimated $1.07M and bringing the position to 3,952 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #254.

Freestone Capital Holdings first reported a position in INTU in Q4 2018 and has held it in 25 quarters since. The position peaked at $2.28M in Q1 2024. 1,748 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Freestone Capital Holdings held 3,952 shares of Intuit worth $1.03M as of Q2 2026.
  • Freestone Capital Holdings bought 3,073 Intuit shares in Q2 2026, an estimated $1.07M.
  • Intuit made up 0.03% of Freestone Capital Holdings's portfolio in Q2 2026, its #254 holding.
  • Freestone Capital Holdings first reported a position in Intuit in Q4 2018 and has held it in 25 quarters since.
  • Freestone Capital Holdings's Intuit position peaked at $2.28M in Q1 2024.
  • 1,748 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.