Great Diamond Partners’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
$431K Sell
1,650
-39
-2% -$13.6K 0.07% 182
2026
Q1
$730K Sell
1,689
-573
-25% -$273K 0.14% 131
2025
Q4
$1.5M Buy
2,262
+35
+2% +$23.1K 0.29% 87
2025
Q3
$1.52M Buy
2,227
+310
+16% +$223K 0.3% 86
2025
Q2
$1.51M Buy
1,917
+1,563
+442% +$1.06M 0.32% 80
2025
Q1
$217K Sell
354
-273
-44% -$164K 0.06% 162
2024
Q4
$394K Buy
627
+17
+3% +$10.9K 0.1% 125
2024
Q3
$379K Buy
610
+1
+0.2% +$638 0.1% 131
2024
Q2
$400K Sell
609
-82
-12% -$50.9K 0.09% 142
2024
Q1
$449K Sell
691
-18
-3% -$11.5K 0.1% 139
2023
Q4
$443K Buy
709
+2
+0.3% +$1.1K 0.11% 142
2023
Q3
$361K Sell
707
-5
-0.7% -$2.53K 0.1% 153
2023
Q2
$326K Buy
712
+44
+7% +$19.3K 0.09% 165
2023
Q1
$298K Sell
668
-25
-4% -$10.3K 0.09% 172
2022
Q4
$270K Buy
693
+7
+1% +$2.78K 0.08% 172
2022
Q3
$265K Buy
686
+18
+3% +$7.78K 0.09% 165
2022
Q2
$257K Sell
668
-25
-4% -$10.4K 0.09% 179
2022
Q1
$333K Sell
693
-199
-22% -$102K 0.09% 161
2021
Q4
$573K Sell
892
-30
-3% -$18.5K 0.15% 121
2021
Q3
$497K Sell
922
-18
-2% -$9.7K 0.14% 120
2021
Q2
$460K Buy
940
+18
+2% +$7.8K 0.13% 128
2021
Q1
$353K Buy
922
+3
+0.3% +$1.16K 0.11% 137
2020
Q4
$349K Hold
919
0.11% 125
2020
Q3
$299K Hold
919
0.11% 124
2020
Q2
$272K Hold
919
0.11% 120
2020
Q1
$211K Hold
919
0.11% 123
2019
Q4
$240K Buy
+919
New +$240K 0.09% 137

Other funds holding INTU

Great Diamond Partners's INTU Position: Q2 2026 in Review

Great Diamond Partners reduced its Intuit (INTU) stake by 2.3% in Q2 2026, selling an estimated $13.6K and leaving 1,650 shares worth $431K. The position accounts for 0.07% of the portfolio, ranked #182.

Great Diamond Partners first reported a position in INTU in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.52M in Q3 2025. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Great Diamond Partners held 1,650 shares of Intuit worth $431K as of Q2 2026.
  • Great Diamond Partners sold 39 Intuit shares in Q2 2026, an estimated $13.6K.
  • Intuit made up 0.07% of Great Diamond Partners's portfolio in Q2 2026, its #182 holding.
  • Great Diamond Partners first reported a position in Intuit in Q4 2019 and has held it in 27 quarters since.
  • Great Diamond Partners's Intuit position peaked at $1.52M in Q3 2025.
  • 625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.