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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Heritage Trust's INTU Position: Q1 2026 in Review

Heritage Trust increased its Intuit (INTU) stake by 0.79% in Q1 2026, buying an estimated $4.77K and bringing the position to 1,274 shares worth $551K. The position accounts for 0.06% of the portfolio, ranked #203.

Heritage Trust first reported a position in INTU in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.28M in Q1 2024. 2,003 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Heritage Trust held 1,274 shares of Intuit worth $551K as of Q1 2026.
  • Heritage Trust bought 10 Intuit shares in Q1 2026, an estimated $4.77K.
  • Intuit made up 0.06% of Heritage Trust's portfolio in Q1 2026, its #203 holding.
  • Heritage Trust first reported a position in Intuit in Q2 2023 and has held it in 11 quarters since.
  • Heritage Trust's Intuit position peaked at $1.28M in Q1 2024.
  • 2,003 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Heritage Trust's 13F filing for Q1 2026, filed 13 May 2026.