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Herold Advisors’s Intuit INTU Stock Holding History

Herold 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
Q2 		$1.16M Buy
4,452
+205
+5% +$71.4K 0.23% 108
2026
Q1 		$1.84M Sell
4,247
-10
-0.2% -$4.77K 0.4% 69
2025
Q4 		$2.82M Buy
4,257
+25
+0.6% +$16.5K 0.63% 43
2025
Q3 		$2.89M Buy
4,232
+851
+25% +$613K 0.67% 41
2025
Q2 		$2.66M Sell
3,381
-958
-22% -$648K 0.56% 49
2025
Q1 		$2.66M Sell
4,339
-313
-7% -$188K 0.59% 46
2024
Q4 		$2.92M Sell
4,652
-242
-5% -$155K 0.64% 42
2024
Q3 		$3.04M Sell
4,894
-34
-0.7% -$21.7K 0.66% 41
2024
Q2 		$3.24M Buy
4,928
+127
+3% +$78.8K 0.75% 33
2024
Q1 		$3.12M Sell
4,801
-317
-6% -$202K 0.75% 34
2023
Q4 		$3.2M Sell
5,118
-39
-0.8% -$21.5K 0.89% 28
2023
Q3 		$2.63M Sell
5,157
-197
-4% -$99.7K 0.8% 29
2023
Q2 		$2.45M Buy
5,354
+240
+5% +$105K 0.75% 31
2023
Q1 		$2.28M Sell
5,114
-6
-0.1% -$2.46K 0.79% 29
2022
Q4 		$1.99M Hold
5,120
– – 0.84% 35
2022
Q3 		$1.98M Hold
5,120
– – 0.95% 31
2022
Q2 		$1.97M Buy
5,120
+135
+3% +$55.9K 0.88% 33
2022
Q1 		$2.4M Buy
4,985
+395
+9% +$202K 0.85% 27
2021
Q4 		$2.95M Buy
4,590
+120
+3% +$74.1K 1.15% 16
2021
Q3 		$2.41M Buy
+4,470
New +$2.41M 0.94% 20

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

Herold Advisors's INTU Position: Q2 2026 in Review

Herold Advisors increased its Intuit (INTU) stake by 4.8% in Q2 2026, buying an estimated $71.4K and bringing the position to 4,452 shares worth $1.16M. The position accounts for 0.23% of the portfolio, ranked #108.

Herold Advisors first reported a position in INTU in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.24M in Q2 2024. 1,746 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Herold Advisors held 4,452 shares of Intuit worth $1.16M as of Q2 2026.
  • Herold Advisors bought 205 Intuit shares in Q2 2026, an estimated $71.4K.
  • Intuit made up 0.23% of Herold Advisors's portfolio in Q2 2026, its #108 holding.
  • Herold Advisors first reported a position in Intuit in Q3 2021 and has held it in 20 quarters since.
  • Herold Advisors's Intuit position peaked at $3.24M in Q2 2024.
  • 1,746 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.