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HBK Sorce Advisory’s Intuit INTU Stock Holding History

HBK Sorce Advisory’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 		$778K Sell
2,373
-389
-14% -$136K 0.01% 302
2026
Q1 		$1.09M Buy
2,762
+82
+3% +$39.1K 0.02% 232
2025
Q4 		$1.19M Buy
2,680
+1,326
+98% +$876K 0.03% 213
2025
Q3 		$884K Sell
1,354
-20
-1% -$14.4K 0.02% 242
2025
Q2 		$1.08M Sell
1,374
-50
-4% -$33.8K 0.03% 212
2025
Q1 		$875K Buy
1,424
+5
+0.4% +$3K 0.03% 235
2024
Q4 		$892K Buy
1,419
+28
+2% +$17.9K 0.03% 231
2024
Q3 		$864K Buy
1,391
+40
+3% +$25.5K 0.03% 240
2024
Q2 		$888K Sell
1,351
-57
-4% -$35.4K 0.03% 225
2024
Q1 		$915K Sell
1,408
-63
-4% -$40.2K 0.03% 226
2023
Q4 		$920K Sell
1,471
-84
-5% -$46.3K 0.04% 218
2023
Q3 		$794K Sell
1,555
-5
-0.3% -$2.53K 0.04% 229
2023
Q2 		$715K Buy
1,560
+23
+1% +$10.1K 0.03% 261
2023
Q1 		$685K Sell
1,537
-1,381
-47% -$567K 0.03% 271
2022
Q4 		$1.14M Buy
2,918
+1,128
+63% +$447K 0.03% 267
2022
Q3 		$693K Buy
1,790
+251
+16% +$108K 0.05% 208
2022
Q2 		$593K Buy
1,539
+344
+29% +$142K 0.04% 215
2022
Q1 		$575K Sell
1,195
-57
-5% -$29.2K 0.03% 281
2021
Q4 		$805K Sell
1,252
-13
-1% -$8.03K 0.04% 240
2021
Q3 		$682K Buy
1,265
+30
+2% +$16.2K 0.04% 262
2021
Q2 		$605K Sell
1,235
-94
-7% -$40.8K 0.03% 292
2021
Q1 		$509K Buy
1,329
+241
+22% +$92.8K 0.03% 298
2020
Q4 		$413K Buy
1,088
+125
+13% +$43.9K 0.03% 305
2020
Q3 		$314K Sell
963
-262
-21% -$82K 0.02% 345
2020
Q2 		$363K Buy
1,225
+210
+21% +$57.6K 0.03% 300
2020
Q1 		$233K Buy
1,015
+202
+25% +$54.7K 0.02% 336
2019
Q4 		$213K Buy
+813
New +$213K 0.02% 403

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 $3.38T AUM 44.17% 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

HBK Sorce Advisory's INTU Position: Q2 2026 in Review

HBK Sorce Advisory reduced its Intuit (INTU) stake by 14% in Q2 2026, selling an estimated $136K and leaving 2,373 shares worth $778K. The position accounts for 0.01% of the portfolio, ranked #302.

HBK Sorce Advisory first reported a position in INTU in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.19M in Q4 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • HBK Sorce Advisory held 2,373 shares of Intuit worth $778K as of Q2 2026.
  • HBK Sorce Advisory sold 389 Intuit shares in Q2 2026, an estimated $136K.
  • Intuit made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #302 holding.
  • HBK Sorce Advisory first reported a position in Intuit in Q4 2019 and has held it in 27 quarters since.
  • HBK Sorce Advisory's Intuit position peaked at $1.19M in Q4 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.