HIG
INTU icon

Heritage Investment Group’s Intuit INTU Stock Holding History

Heritage Investment Group’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 		– Sell
-388
Closed -$257K – 126
2025
Q4 		$257K Buy
388
+24
+7% +$15.9K 0.04% 107
2025
Q3 		$248K Hold
364
– – 0.04% 101
2025
Q2 		$286K Buy
364
+1
+0.3% +$677 0.05% 94
2025
Q1 		$223K Hold
363
– – 0.04% 102
2024
Q4 		$228K Hold
363
– – 0.04% 97
2024
Q3 		$225K Hold
363
– – 0.04% 94
2024
Q2 		$238K Buy
363
+1
+0.3% +$620 0.05% 87
2024
Q1 		$236K Hold
362
– – 0.05% 93
2023
Q4 		$226K Buy
+362
New +$200K 0.05% 90

Other funds holding INTU

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T 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