Herold Advisors
INTU icon

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
Q3 		$1.32M Buy
4,780
+328
+7% +$103K 0.26% 93
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% -$100K 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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return
Wilsey Asset Management
Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Herold Advisors's INTU Position: Q3 2026 in Review

Herold Advisors increased its Intuit (INTU) stake by 7.4% in Q3 2026, buying an estimated $103K and bringing the position to 4,780 shares worth $1.32M. The position accounts for 0.26% of the portfolio, ranked #93.

Herold Advisors first reported a position in INTU in Q3 2021 and has held it in 21 quarters since. The position peaked at $3.24M in Q2 2024. 366 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Herold Advisors held 4,780 shares of Intuit worth $1.32M as of Q3 2026.
  • Herold Advisors bought 328 Intuit shares in Q3 2026, an estimated $103K.
  • Intuit made up 0.26% of Herold Advisors's portfolio in Q3 2026, its #93 holding.
  • Herold Advisors first reported a position in Intuit in Q3 2021 and has held it in 21 quarters since.
  • Herold Advisors's Intuit position peaked at $3.24M in Q2 2024.
  • 366 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.