HCP
INTU icon

Holt Capital Partners’s Intuit INTU Stock Holding History

Holt Capital Partners’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 		$340K Buy
1,303
+200
+18% +$69.7K 0.04% 147
2026
Q1 		$477K Buy
+1,103
New +$526K 0.06% 125
2021
Q3 		– Sell
-500
Closed -$245K – 158
2021
Q2 		$245K Buy
+500
New +$217K 0.05% 146

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

Holt Capital Partners's INTU Position: Q2 2026 in Review

Holt Capital Partners increased its Intuit (INTU) stake by 18% in Q2 2026, buying an estimated $69.7K and bringing the position to 1,303 shares worth $340K. The position accounts for 0.04% of the portfolio, ranked #147.

Holt Capital Partners first reported a position in INTU in Q2 2021 and has held it in 3 quarters since. The position peaked at $477K in Q1 2026. 1,743 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Holt Capital Partners held 1,303 shares of Intuit worth $340K as of Q2 2026.
  • Holt Capital Partners bought 200 Intuit shares in Q2 2026, an estimated $69.7K.
  • Intuit made up 0.04% of Holt Capital Partners's portfolio in Q2 2026, its #147 holding.
  • Holt Capital Partners first reported a position in Intuit in Q2 2021 and has held it in 3 quarters since.
  • Holt Capital Partners's Intuit position peaked at $477K in Q1 2026.
  • 1,743 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Holt Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.