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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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Heritage Investment Group's INTU Position: Q1 2026 in Review

Heritage Investment Group sold out of Intuit (INTU) in Q1 2026, closing a stake of 388 shares — an estimated $257K sold.

Heritage Investment Group first reported a position in INTU in Q4 2023 and held it in 9 quarters. The position peaked at $286K in Q2 2025. 2,020 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Heritage Investment Group reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Heritage Investment Group sold 388 Intuit shares in Q1 2026, an estimated $257K.
  • Heritage Investment Group first reported a position in Intuit in Q4 2023 and held it in 9 quarters.
  • Heritage Investment Group's Intuit position peaked at $286K in Q2 2025.
  • 2,020 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Heritage Investment Group's 13F filing for Q1 2026, filed 1 May 2026.