Heritage Trust
INTU icon

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
Q3 		$354K Buy
1,283
+20
+2% +$6.28K 0.03% 260
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Heritage Trust's INTU Position: Q3 2026 in Review

Heritage Trust increased its Intuit (INTU) stake by 1.6% in Q3 2026, buying an estimated $6.28K and bringing the position to 1,283 shares worth $354K. The position accounts for 0.03% of the portfolio, ranked #260.

Heritage Trust first reported a position in INTU in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.28M in Q1 2024. 1,475 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Heritage Trust held 1,283 shares of Intuit worth $354K as of Q3 2026.
  • Heritage Trust bought 20 Intuit shares in Q3 2026, an estimated $6.28K.
  • Intuit made up 0.03% of Heritage Trust's portfolio in Q3 2026, its #260 holding.
  • Heritage Trust first reported a position in Intuit in Q2 2023 and has held it in 13 quarters since.
  • Heritage Trust's Intuit position peaked at $1.28M in Q1 2024.
  • 1,475 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Heritage Trust's 13F filing for Q3 2026, filed 9 Nov 2026.