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Hohimer Wealth Management’s Intuit INTU Stock Holding History

Hohimer 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 		$1.84M Sell
7,060
-1,986
-22% -$692K 0.18% 138
2026
Q1 		$3.91M Buy
9,046
+3,231
+56% +$1.54M 0.46% 65
2025
Q4 		$3.85M Sell
5,815
-129
-2% -$85.2K 0.52% 62
2025
Q3 		$4.06M Sell
5,944
-973
-14% -$701K 0.57% 53
2025
Q2 		$5.45M Sell
6,917
-179
-3% -$121K 0.97% 23
2025
Q1 		$4.36M Buy
+7,096
New +$4.26M 0.85% 34
2024
Q2 		– Sell
-1,164
Closed -$757K – 238
2024
Q1 		$757K Sell
1,164
-652
-36% -$416K 0.18% 136
2023
Q4 		$1.14M Buy
1,816
+17
+0.9% +$9.38K 0.29% 98
2023
Q3 		$919K Buy
1,799
+23
+1% +$11.6K 0.26% 104
2023
Q2 		$814K Sell
1,776
-55
-3% -$24.1K 0.22% 119
2023
Q1 		$816K Buy
1,831
+426
+30% +$175K 0.24% 112
2022
Q4 		$547K Buy
+1,405
New +$557K 0.17% 113
2020
Q4 		– Sell
-2,766
Closed -$927K – 202
2020
Q3 		$927K Sell
2,766
-2
-0.1% -$626 0.26% 111
2020
Q2 		$820K Buy
2,768
+2
+0.1% +$549 0.28% 118
2020
Q1 		$752K Hold
2,766
– – 0.32% 116
2019
Q4 		$724K Buy
+2,766
New +$723K 0.25% 147

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

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

Hohimer Wealth Management reduced its Intuit (INTU) stake by 22% in Q2 2026, selling an estimated $692K and leaving 7,060 shares worth $1.84M. The position accounts for 0.18% of the portfolio, ranked #138.

Hohimer Wealth Management first reported a position in INTU in Q4 2019 and has held it in 16 quarters since. The position peaked at $5.45M in Q2 2025. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Hohimer Wealth Management held 7,060 shares of Intuit worth $1.84M as of Q2 2026.
  • Hohimer Wealth Management sold 1,986 Intuit shares in Q2 2026, an estimated $692K.
  • Intuit made up 0.18% of Hohimer Wealth Management's portfolio in Q2 2026, its #138 holding.
  • Hohimer Wealth Management first reported a position in Intuit in Q4 2019 and has held it in 16 quarters since.
  • Hohimer Wealth Management's Intuit position peaked at $5.45M in Q2 2025.
  • 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.