HWM
INTU icon

HFR Wealth Management’s Intuit INTU Stock Holding History

HFR Wealth Management’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 		$7.91M Sell
30,289
-988
-3% -$344K 1.93% 30
2026
Q1 		$13.5M Buy
31,277
+7,888
+34% +$3.76M 3.32% 11
2025
Q4 		$15.5M Buy
23,389
+38
+0.2% +$25.1K 3.66% 10
2025
Q3 		$15.9M Sell
23,351
-76
-0.3% -$54.8K 3.66% 9
2025
Q2 		$18.5M Buy
23,427
+62
+0.3% +$42K 4.46% 5
2025
Q1 		$14.3M Buy
23,365
+26
+0.1% +$15.6K 3.49% 11
2024
Q4 		$14.7M Sell
23,339
-94
-0.4% -$60.1K 3.62% 8
2024
Q3 		$14.6M Buy
23,433
+129
+0.6% +$82.3K 3.53% 9
2024
Q2 		$15.3M Buy
23,304
+26
+0.1% +$16.1K 3.9% 7
2024
Q1 		$15.1M Sell
23,278
-110
-0.5% -$70.2K 3.83% 4
2023
Q4 		$14.6M Sell
23,388
-84
-0.4% -$46.3K 3.96% 4
2023
Q3 		$12M Sell
23,472
-305
-1% -$154K 3.51% 5
2023
Q2 		$10.9M Buy
23,777
+9
+0% +$3.94K 3.03% 9
2023
Q1 		$10.6M Sell
23,768
-60
-0.3% -$24.6K 3.01% 9
2022
Q4 		$9.27M Sell
23,828
-58
-0.2% -$23K 2.69% 18
2022
Q3 		$9.25M Sell
23,886
-181
-0.8% -$78.2K 3.02% 11
2022
Q2 		$9.28M Buy
24,067
+225
+0.9% +$93.2K 2.8% 13
2022
Q1 		$11.5M Sell
23,842
-1,726
-7% -$884K 3.03% 9
2021
Q4 		$16.4M Buy
25,568
+91
+0.4% +$56.2K 4.13% 2
2021
Q3 		$13.7M Buy
25,477
+359
+1% +$193K 4% 2
2021
Q2 		$12.3M Buy
+25,118
New +$10.9M 3.71% 2

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

HFR Wealth Management's INTU Position: Q2 2026 in Review

HFR Wealth Management reduced its Intuit (INTU) stake by 3.2% in Q2 2026, selling an estimated $344K and leaving 30,289 shares worth $7.91M. The position accounts for 1.93% of the portfolio, ranked #30.

HFR Wealth Management first reported a position in INTU in Q2 2021 and has held it in 21 quarters since. The position peaked at $18.5M in Q2 2025. 1,736 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • HFR Wealth Management held 30,289 shares of Intuit worth $7.91M as of Q2 2026.
  • HFR Wealth Management sold 988 Intuit shares in Q2 2026, an estimated $344K.
  • Intuit made up 1.93% of HFR Wealth Management's portfolio in Q2 2026, its #30 holding.
  • HFR Wealth Management first reported a position in Intuit in Q2 2021 and has held it in 21 quarters since.
  • HFR Wealth Management's Intuit position peaked at $18.5M in Q2 2025.
  • 1,736 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on HFR Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.