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Heritage Family Offices’s Intuit INTU Stock Holding History

Heritage Family Offices’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 		– Sell
-1,360
Closed -$588K – 244
2026
Q1 		$588K Sell
1,360
-306
-18% -$146K 0.26% 91
2025
Q4 		$1.1M Buy
+1,666
New +$1.1M 0.5% 47

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Heritage Family Offices's INTU Position: Q2 2026 in Review

Heritage Family Offices sold out of Intuit (INTU) in Q2 2026, closing a stake of 1,360 shares — an estimated $588K sold.

Heritage Family Offices first reported a position in INTU in Q4 2025 and held it in 2 quarters. The position peaked at $1.1M in Q4 2025. 748 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Heritage Family Offices reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Heritage Family Offices sold 1,360 Intuit shares in Q2 2026, an estimated $588K.
  • Heritage Family Offices first reported a position in Intuit in Q4 2025 and held it in 2 quarters.
  • Heritage Family Offices's Intuit position peaked at $1.1M in Q4 2025.
  • 748 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.