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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
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 $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

Herold Advisors's INTU Position: Q1 2026 in Review

Herold Advisors reduced its Intuit (INTU) stake by 0.23% in Q1 2026, selling an estimated $4.77K and leaving 4,247 shares worth $1.84M. The position accounts for 0.4% of the portfolio, ranked #69.

Herold Advisors first reported a position in INTU in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.24M in Q2 2024. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Herold Advisors held 4,247 shares of Intuit worth $1.84M as of Q1 2026.
  • Herold Advisors sold 10 Intuit shares in Q1 2026, an estimated $4.77K.
  • Intuit made up 0.4% of Herold Advisors's portfolio in Q1 2026, its #69 holding.
  • Herold Advisors first reported a position in Intuit in Q3 2021 and has held it in 19 quarters since.
  • Herold Advisors's Intuit position peaked at $3.24M in Q2 2024.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.