Godfrey Financial Associates’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
$200K Hold
767
0.15% 91
2026
Q1
$332K Hold
767
0.28% 49
2025
Q4
$508K Buy
+767
New +$507K 0.44% 35

Other funds holding INTU

Godfrey Financial Associates's INTU Position: Q2 2026 in Review

Godfrey Financial Associates held its Intuit (INTU) position steady in Q2 2026 at 767 shares worth $200K. The position accounts for 0.15% of the portfolio, ranked #91.

Godfrey Financial Associates first reported a position in INTU in Q4 2025 and has held it in 3 quarters since. The position peaked at $508K in Q4 2025. 1,739 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Godfrey Financial Associates held 767 shares of Intuit worth $200K as of Q2 2026.
  • Godfrey Financial Associates left its Intuit share count unchanged in Q2 2026.
  • Intuit made up 0.15% of Godfrey Financial Associates's portfolio in Q2 2026, its #91 holding.
  • Godfrey Financial Associates first reported a position in Intuit in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's Intuit position peaked at $508K in Q4 2025.
  • 1,739 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.