HWA
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Heritage Wealth Advisors’s Intuit INTU Stock Holding History

Heritage Wealth Advisors’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 		$454K Buy
1,050
+38
+4% +$18.1K 0.02% 138
2025
Q4 		$671K Sell
1,012
-72
-7% -$47.6K 0.03% 127
2025
Q3 		$740K Sell
1,084
-133
-11% -$95.9K 0.03% 103
2025
Q2 		$959K Hold
1,217
– – 0.05% 85
2025
Q1 		$747K Sell
1,217
-47
-4% -$28.2K 0.04% 95
2024
Q4 		$794K Sell
1,264
-287
-19% -$183K 0.04% 99
2024
Q3 		$963K Buy
1,551
+16
+1% +$10.2K 0.05% 92
2024
Q2 		$1.01M Sell
1,535
-7
-0.5% -$4.34K 0.05% 86
2024
Q1 		$1M Buy
1,542
+8
+0.5% +$5.11K 0.05% 88
2023
Q4 		$959K Hold
1,534
– – 0.05% 87
2023
Q3 		$784K Hold
1,534
– – 0.04% 94
2023
Q2 		$703K Sell
1,534
-29
-2% -$12.7K 0.04% 107
2023
Q1 		$697K Sell
1,563
-80
-5% -$32.8K 0.04% 100
2022
Q4 		$639K Buy
1,643
+172
+12% +$68.2K 0.04% 110
2022
Q3 		$570K Buy
1,471
+867
+144% +$375K 0.04% 109
2022
Q2 		$233K Buy
604
+336
+125% +$139K 0.02% 186
2022
Q1 		$129K Hold
268
– – 0.01% 228
2021
Q4 		$172K Hold
268
– – 0.01% 214
2021
Q3 		$145K Hold
268
– – 0.01% 223
2021
Q2 		$131K Hold
268
– – 0.01% 231
2021
Q1 		$103K Hold
268
– – 0.01% 265
2020
Q4 		$102K Hold
268
– – 0.01% 257
2020
Q3 		$87.4K Hold
268
– – 0.01% 220
2020
Q2 		$79.4K Hold
268
– – 0.01% 222
2020
Q1 		$61.6K Sell
268
-7
-3% -$1.9K 0.01% 240
2019
Q4 		$72K Buy
275
+95
+53% +$24.8K 0.01% 269
2019
Q3 		$47K Hold
180
– – 0.01% 285
2019
Q2 		$47K Hold
180
– – 0.01% 262
2019
Q1 		$47.1K Hold
180
– – 0.01% 234
2018
Q4 		$35K Hold
180
– – 0.01% 220
2018
Q3 		$40K Buy
+180
New +$38.7K 0.01% 212

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 Wealth Advisors's INTU Position: Q1 2026 in Review

Heritage Wealth Advisors increased its Intuit (INTU) stake by 3.8% in Q1 2026, buying an estimated $18.1K and bringing the position to 1,050 shares worth $454K. The position accounts for 0.02% of the portfolio, ranked #138.

Heritage Wealth Advisors first reported a position in INTU in Q3 2018 and has held it in 31 quarters since. The position peaked at $1.01M in Q2 2024. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Heritage Wealth Advisors held 1,050 shares of Intuit worth $454K as of Q1 2026.
  • Heritage Wealth Advisors bought 38 Intuit shares in Q1 2026, an estimated $18.1K.
  • Intuit made up 0.02% of Heritage Wealth Advisors's portfolio in Q1 2026, its #138 holding.
  • Heritage Wealth Advisors first reported a position in Intuit in Q3 2018 and has held it in 31 quarters since.
  • Heritage Wealth Advisors's Intuit position peaked at $1.01M in Q2 2024.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.