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Heritage Trust’s Intuit INTU Stock Holding History

Heritage Trust’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 		$330K Sell
1,263
-11
-0.9% -$3.83K 0.03% 267
2026
Q1 		$551K Buy
1,274
+10
+0.8% +$4.77K 0.06% 203
2025
Q4 		$837K Buy
1,264
+5
+0.4% +$3.3K 0.09% 178
2025
Q3 		$860K Hold
1,259
– – 0.09% 176
2025
Q2 		$992K Buy
1,259
+619
+97% +$419K 0.11% 165
2025
Q1 		$393K Buy
640
+4
+0.6% +$2.4K 0.05% 234
2024
Q4 		$400K Buy
+636
New +$406K 0.05% 234
2024
Q2 		$1.25M Sell
1,908
-59
-3% -$36.6K 0.17% 133
2024
Q1 		$1.28M Buy
1,967
+630
+47% +$402K 0.17% 130
2023
Q4 		$836K Buy
1,337
+674
+102% +$372K 0.12% 153
2023
Q3 		$339K Hold
663
– – 0.05% 208
2023
Q2 		$304K Buy
+663
New +$290K 0.04% 223

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 $3.37T AUM 44.26% 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

Heritage Trust's INTU Position: Q2 2026 in Review

Heritage Trust reduced its Intuit (INTU) stake by 0.86% in Q2 2026, selling an estimated $3.83K and leaving 1,263 shares worth $330K. The position accounts for 0.03% of the portfolio, ranked #267.

Heritage Trust first reported a position in INTU in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.28M in Q1 2024. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Heritage Trust held 1,263 shares of Intuit worth $330K as of Q2 2026.
  • Heritage Trust sold 11 Intuit shares in Q2 2026, an estimated $3.83K.
  • Intuit made up 0.03% of Heritage Trust's portfolio in Q2 2026, its #267 holding.
  • Heritage Trust first reported a position in Intuit in Q2 2023 and has held it in 12 quarters since.
  • Heritage Trust's Intuit position peaked at $1.28M in Q1 2024.
  • 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Heritage Trust's 13F filing for Q2 2026, filed 6 Aug 2026.