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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

HBK Sorce Advisory's INTU Position: Q1 2026 in Review

HBK Sorce Advisory increased its Intuit (INTU) stake by 3.1% in Q1 2026, buying an estimated $39.1K and bringing the position to 2,762 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #232.

HBK Sorce Advisory first reported a position in INTU in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.19M in Q4 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • HBK Sorce Advisory held 2,762 shares of Intuit worth $1.09M as of Q1 2026.
  • HBK Sorce Advisory bought 82 Intuit shares in Q1 2026, an estimated $39.1K.
  • Intuit made up 0.02% of HBK Sorce Advisory's portfolio in Q1 2026, its #232 holding.
  • HBK Sorce Advisory first reported a position in Intuit in Q4 2019 and has held it in 26 quarters since.
  • HBK Sorce Advisory's Intuit position peaked at $1.19M in Q4 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.