GIA
INTU icon

Gladstone Institutional Advisory’s Intuit INTU Stock Holding History

Gladstone Institutional Advisory’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 		$241K Sell
924
-853
-48% -$297K 0.01% 807
2026
Q1 		$768K Sell
1,777
-651
-27% -$311K 0.03% 440
2025
Q4 		$1.61M Sell
2,428
-846
-26% -$559K 0.06% 282
2025
Q3 		$2.24M Sell
3,274
-251
-7% -$181K 0.09% 228
2025
Q2 		$2.78M Sell
3,525
-32
-0.9% -$21.7K 0.11% 190
2025
Q1 		$2.18M Buy
3,557
+380
+12% +$228K 0.1% 212
2024
Q4 		$2M Sell
3,177
-75
-2% -$47.9K 0.09% 222
2024
Q3 		$2.02M Sell
3,252
-280
-8% -$179K 0.1% 221
2024
Q2 		$2.32M Sell
3,532
-483
-12% -$300K 0.12% 202
2024
Q1 		$2.61M Buy
4,015
+1,823
+83% +$1.16M 0.14% 181
2023
Q4 		$1.37M Buy
2,192
+1,347
+159% +$743K 0.08% 249
2023
Q3 		$432K Sell
845
-229
-21% -$116K 0.03% 411
2023
Q2 		$492K Buy
1,074
+15
+1% +$6.57K 0.03% 399
2023
Q1 		$472K Sell
1,059
-128
-11% -$52.5K 0.03% 420
2022
Q4 		$462K Sell
1,187
-1,164
-50% -$462K 0.03% 417
2022
Q3 		$911K Sell
2,351
-3,848
-62% -$1.66M 0.07% 288
2022
Q2 		$2.39M Sell
6,199
-1,817
-23% -$752K 0.19% 140
2022
Q1 		$3.85M Buy
8,016
+1,529
+24% +$783K 0.26% 105
2021
Q4 		$4.17M Buy
6,487
+1,359
+27% +$839K 0.32% 86
2021
Q3 		$2.77M Buy
+5,128
New +$2.76M 0.27% 107

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

Gladstone Institutional Advisory's INTU Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Intuit (INTU) stake by 48% in Q2 2026, selling an estimated $297K and leaving 924 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #807.

Gladstone Institutional Advisory first reported a position in INTU in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.17M in Q4 2021. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Gladstone Institutional Advisory held 924 shares of Intuit worth $241K as of Q2 2026.
  • Gladstone Institutional Advisory sold 853 Intuit shares in Q2 2026, an estimated $297K.
  • Intuit made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #807 holding.
  • Gladstone Institutional Advisory first reported a position in Intuit in Q3 2021 and has held it in 20 quarters since.
  • Gladstone Institutional Advisory's Intuit position peaked at $4.17M in Q4 2021.
  • 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.