GCA
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Gradient Capital Advisors’s Intuit INTU Stock Holding History

Gradient Capital 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
Q2 		$307K Buy
1,176
+244
+26% +$85K 0.07% 140
2026
Q1 		$403K Sell
932
-394
-30% -$188K 0.1% 118
2025
Q4 		$879K Buy
1,326
+614
+86% +$406K 0.23% 74
2025
Q3 		$486K Buy
712
+104
+17% +$75K 0.13% 106
2025
Q2 		$479K Buy
608
+11
+2% +$7.44K 0.14% 103
2025
Q1 		$367K Buy
597
+8
+1% +$4.8K 0.12% 111
2024
Q4 		$370K Buy
589
+5
+0.9% +$3.19K 0.12% 110
2024
Q3 		$363K Buy
584
+26
+5% +$16.6K 0.12% 109
2024
Q2 		$367K Sell
558
-9
-2% -$5.58K 0.13% 108
2024
Q1 		$369K Hold
567
– – 0.14% 112
2023
Q4 		$354K Sell
567
-2
-0.4% -$1.1K 0.13% 110
2023
Q3 		$291K Buy
569
+7
+1% +$3.54K 0.12% 112
2023
Q2 		$258K Buy
562
+2
+0.4% +$876 0.1% 128
2023
Q1 		$250K Hold
560
– – 0.11% 127
2022
Q4 		$218K Buy
560
+18
+3% +$7.14K 0.1% 129
2022
Q3 		$210K Buy
+542
New +$234K 0.1% 121
2022
Q2 		– Sell
-435
Closed -$209K – 119
2022
Q1 		$209K Hold
435
– – 0.09% 118
2021
Q4 		$280K Sell
435
-6
-1% -$3.7K 0.12% 103
2021
Q3 		$238K Buy
441
+3
+0.7% +$1.62K 0.11% 110
2021
Q2 		$215K Buy
+438
New +$190K 0.1% 111
2019
Q3 		– Sell
-779
Closed -$204K – 88
2019
Q2 		$204K Hold
779
– – 0.16% 88
2019
Q1 		$204K Buy
+779
New +$180K 0.16% 87

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

Gradient Capital Advisors's INTU Position: Q2 2026 in Review

Gradient Capital Advisors increased its Intuit (INTU) stake by 26% in Q2 2026, buying an estimated $85K and bringing the position to 1,176 shares worth $307K. The position accounts for 0.07% of the portfolio, ranked #140.

Gradient Capital Advisors first reported a position in INTU in Q1 2019 and has held it in 22 quarters since. The position peaked at $879K in Q4 2025. 1,739 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Gradient Capital Advisors held 1,176 shares of Intuit worth $307K as of Q2 2026.
  • Gradient Capital Advisors bought 244 Intuit shares in Q2 2026, an estimated $85K.
  • Intuit made up 0.07% of Gradient Capital Advisors's portfolio in Q2 2026, its #140 holding.
  • Gradient Capital Advisors first reported a position in Intuit in Q1 2019 and has held it in 22 quarters since.
  • Gradient Capital Advisors's Intuit position peaked at $879K in Q4 2025.
  • 1,739 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.