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Guardian Partners’s Intuit INTU Stock Holding History

Guardian Partners’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 		$1.45M Buy
5,559
+130
+2% +$45.3K 0.13% 93
2026
Q1 		$2.35M Sell
5,429
-16
-0.3% -$7.63K 0.2% 84
2025
Q4 		$2.42M Buy
5,445
+478
+10% +$316K 0.19% 87
2025
Q3 		$3.38M Buy
4,967
+62
+1% +$44.7K 0.29% 72
2025
Q2 		$3.77M Buy
4,905
+85
+2% +$57.5K 0.34% 73
2025
Q1 		$2.87M Buy
4,820
+90
+2% +$54K 0.3% 78
2024
Q4 		$2.96M Buy
+4,730
New +$3.02M 0.3% 77

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

Guardian Partners's INTU Position: Q2 2026 in Review

Guardian Partners increased its Intuit (INTU) stake by 2.4% in Q2 2026, buying an estimated $45.3K and bringing the position to 5,559 shares worth $1.45M. The position accounts for 0.13% of the portfolio, ranked #93.

Guardian Partners first reported a position in INTU in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.77M in Q2 2025. 1,748 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Guardian Partners held 5,559 shares of Intuit worth $1.45M as of Q2 2026.
  • Guardian Partners bought 130 Intuit shares in Q2 2026, an estimated $45.3K.
  • Intuit made up 0.13% of Guardian Partners's portfolio in Q2 2026, its #93 holding.
  • Guardian Partners first reported a position in Intuit in Q4 2024 and has held it in 7 quarters since.
  • Guardian Partners's Intuit position peaked at $3.77M in Q2 2025.
  • 1,748 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.