Horizon Family Wealth’s Intuit INTU Stock Holding History

Horizon Family Wealth’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	$248K	Sell	952 -5	-0.5%	-$1.74K	0.11%	88
2026 Q1	$414K	Buy	957 +9	+0.9%	+$4.29K	0.22%	70
2025 Q4	$628K	Buy	948 +2	+0.2%	+$1.32K	0.33%	52
2025 Q3	$646K	Buy	946 +1	+0.1%	+$721	0.37%	43
2025 Q2	$744K	Sell	945 -9	-0.9%	-$6.09K	0.45%	35
2025 Q1	$585K	Sell	954 -3	-0.3%	-$1.8K	0.39%	35
2024 Q4	$601K	Buy	957 +1	+0.1%	+$639	0.4%	39
2024 Q3	$593K	Buy	956 +2	+0.2%	+$1.28K	0.42%	33
2024 Q2	$627K	Buy	954 +1	+0.1%	+$620	0.48%	32
2024 Q1	$619K	Buy	953 +5	+0.5%	+$3.19K	0.48%	33
2023 Q4	$593K	Sell	948 -132	-12%	-$72.8K	0.5%	32
2023 Q3	$552K	Buy	1,080 +2	+0.2%	+$1.01K	0.53%	29
2023 Q2	$494K	Sell	1,078 -73	-6%	-$32K	0.47%	33
2023 Q1	$513K	Buy	1,151 +2	+0.2%	+$821	0.54%	27
2022 Q4	$447K	Sell	1,149 -1	-0.1%	-$397	0.52%	33
2022 Q3	$446K	Buy	1,150 +5	+0.4%	+$2.16K	0.54%	34
2022 Q2	$441K	Sell	1,145 -103	-8%	-$42.6K	0.51%	36
2022 Q1	$600K	Buy	+1,248	New	+$639K	0.59%	34

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Horizon Family Wealth's INTU Position: Q2 2026 in Review

Horizon Family Wealth reduced its Intuit (INTU) stake by 0.52% in Q2 2026, selling an estimated $1.74K and leaving 952 shares worth $248K. The position accounts for 0.11% of the portfolio, ranked #88.

Horizon Family Wealth first reported a position in INTU in Q1 2022 and has held it in 18 quarters since. The position peaked at $744K in Q2 2025. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Horizon Family Wealth held 952 shares of Intuit worth $248K as of Q2 2026.
Horizon Family Wealth sold 5 Intuit shares in Q2 2026, an estimated $1.74K.
Intuit made up 0.11% of Horizon Family Wealth's portfolio in Q2 2026, its #88 holding.
Horizon Family Wealth first reported a position in Intuit in Q1 2022 and has held it in 18 quarters since.
Horizon Family Wealth's Intuit position peaked at $744K in Q2 2025.
1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Horizon Family Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.