Heritage Wealth Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $274K | Buy |
1,051
+1
| +0.1% | +$348 | 0.01% | 194 |
|
|
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
Heritage Wealth Advisors's INTU Position: Q2 2026 in Review
Heritage Wealth Advisors increased its Intuit (INTU) stake by 0.1% in Q2 2026, buying an estimated $348 and bringing the position to 1,051 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #194.
Heritage Wealth Advisors first reported a position in INTU in Q3 2018 and has held it in 32 quarters since. The position peaked at $1.01M in Q2 2024. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.
- Heritage Wealth Advisors held 1,051 shares of Intuit worth $274K as of Q2 2026.
- Heritage Wealth Advisors bought 1 Intuit share in Q2 2026, an estimated $348.
- Intuit made up 0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #194 holding.
- Heritage Wealth Advisors first reported a position in Intuit in Q3 2018 and has held it in 32 quarters since.
- Heritage Wealth Advisors's Intuit position peaked at $1.01M in Q2 2024.
- 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.
Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.