Halbert Hargrove Global Advisors’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 | $7.06K | Buy |
27
+1
| +4% | +$348 | ﹤0.01% | 327 |
|
|
2026
Q1 | $11.3K | Hold |
26
| – | – | ﹤0.01% | 280 |
|
|
2025
Q4 | $17.3K | Sell |
26
-15
| -37% | -$9.91K | ﹤0.01% | 261 |
|
|
2025
Q3 | $28.1K | Buy |
41
+15
| +58% | +$10.8K | ﹤0.01% | 219 |
|
|
2025
Q2 | $20.6K | Sell |
26
-9
| -26% | -$6.09K | ﹤0.01% | 186 |
|
|
2025
Q1 | $21.5K | Buy |
35
+9
| +35% | +$5.41K | ﹤0.01% | 194 |
|
|
2024
Q4 | $16.4K | Buy |
+26
| New | +$16.6K | ﹤0.01% | 199 |
|
|
2023
Q2 | – | Sell |
-770
| Closed | -$343K | – | 128 |
|
|
2023
Q1 | $343K | Buy |
770
+14
| +2% | +$5.75K | 0.02% | 100 |
|
|
2022
Q4 | $294K | Buy |
756
+17
| +2% | +$6.74K | 0.02% | 107 |
|
|
2022
Q3 | $286K | Buy |
739
+26
| +4% | +$11.2K | 0.02% | 112 |
|
|
2022
Q2 | $275K | Buy |
713
+22
| +3% | +$9.11K | 0.02% | 119 |
|
|
2022
Q1 | $332K | Sell |
691
-11
| -2% | -$5.63K | 0.02% | 105 |
|
|
2021
Q4 | $452K | Sell |
702
-18
| -3% | -$11.1K | 0.03% | 79 |
|
|
2021
Q3 | $388K | Buy |
720
+10
| +1% | +$5.39K | 0.03% | 77 |
|
|
2021
Q2 | $348K | Sell |
710
-34
| -5% | -$14.7K | 0.02% | 95 |
|
|
2021
Q1 | $285K | Buy |
744
+96
| +15% | +$37K | 0.02% | 96 |
|
|
2020
Q4 | $246K | Sell |
648
-11
| -2% | -$3.86K | 0.02% | 94 |
|
|
2020
Q3 | $215K | Sell |
659
-21
| -3% | -$6.57K | 0.02% | 94 |
|
|
2020
Q2 | $201K | Buy |
+680
| New | +$187K | 0.03% | 90 |
|
|
2020
Q1 | – | Sell |
-771
| Closed | -$202K | – | 88 |
|
|
2019
Q4 | $202K | Sell |
771
-127
| -14% | -$33.2K | 0.05% | 86 |
|
|
2019
Q3 | $239K | Sell |
898
-20
| -2% | -$5.5K | 0.06% | 70 |
|
|
2019
Q2 | $240K | Buy |
+918
| New | +$233K | 0.07% | 67 |
|
|
2018
Q4 | – | Sell |
-957
| Closed | -$218K | – | 85 |
|
|
2018
Q3 | $218K | Sell |
957
-36
| -4% | -$7.73K | 0.06% | 70 |
|
|
2018
Q2 | $203K | Buy |
+993
| New | +$190K | 0.05% | 72 |
|
|
2016
Q1 | – | Sell |
-2,303
| Closed | -$222K | – | 90 |
|
|
2015
Q4 | $222K | Sell |
2,303
-4
| -0.2% | -$387 | 0.1% | 90 |
|
|
2015
Q3 | $205K | Sell |
2,307
-1,539
| -40% | -$149K | 0.1% | 94 |
|
|
2015
Q2 | $388K | Sell |
3,846
-144
| -4% | -$14.7K | 0.09% | 110 |
|
|
2015
Q1 | $387K | Buy |
3,990
+887
| +29% | +$82.4K | 0.12% | 118 |
|
|
2014
Q4 | $286K | Sell |
3,103
-113
| -4% | -$10.1K | 0.14% | 93 |
|
|
2014
Q3 | $282K | Buy |
+3,216
| New | +$267K | 0.08% | 101 |
|
Other funds holding INTU
LT
ATO
NONA
Halbert Hargrove Global Advisors's INTU Position: Q2 2026 in Review
Halbert Hargrove Global Advisors increased its Intuit (INTU) stake by 3.8% in Q2 2026, buying an estimated $348 and bringing the position to 27 shares worth $7.06K. The position accounts for ﹤0.01% of the portfolio, ranked #327.
Halbert Hargrove Global Advisors first reported a position in INTU in Q3 2014 and has held it in 30 quarters since. The position peaked at $452K in Q4 2021. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.
- Halbert Hargrove Global Advisors held 27 shares of Intuit worth $7.06K as of Q2 2026.
- Halbert Hargrove Global Advisors bought 1 Intuit share in Q2 2026, an estimated $348.
- Intuit made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #327 holding.
- Halbert Hargrove Global Advisors first reported a position in Intuit in Q3 2014 and has held it in 30 quarters since.
- Halbert Hargrove Global Advisors's Intuit position peaked at $452K in Q4 2021.
- 625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.
Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.