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ICW Investment Advisors’s Intuit INTU Stock Holding History

ICW Investment 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
Q2 		$488K Buy
1,868
+28
+2% +$9.75K 0.17% 116
2026
Q1 		$796K Buy
1,840
+129
+8% +$61.5K 0.29% 102
2025
Q4 		$1.13M Buy
1,711
+13
+0.8% +$8.59K 0.41% 84
2025
Q3 		$1.16M Buy
1,698
+182
+12% +$131K 0.42% 90
2025
Q2 		$1.19M Buy
1,516
+102
+7% +$69K 0.47% 83
2025
Q1 		$868K Buy
1,414
+119
+9% +$71.5K 0.35% 97
2024
Q4 		$814K Buy
1,295
+327
+34% +$209K 0.34% 99
2024
Q3 		$601K Sell
968
-92
-9% -$58.7K 0.25% 111
2024
Q2 		$697K Buy
1,060
+1
+0.1% +$620 0.32% 100
2024
Q1 		$688K Buy
1,059
+15
+1% +$9.57K 0.31% 100
2023
Q4 		$653K Buy
1,044
+1
+0.1% +$552 0.32% 98
2023
Q3 		$533K Buy
1,043
+1
+0.1% +$506 0.29% 100
2023
Q2 		$477K Buy
1,042
+46
+5% +$20.1K 0.26% 106
2023
Q1 		$444K Buy
996
+131
+15% +$53.8K 0.25% 106
2022
Q4 		$337K Sell
865
-4
-0.5% -$1.59K 0.2% 113
2022
Q3 		$337K Buy
869
+3
+0.3% +$1.3K 0.23% 108
2022
Q2 		$334K Buy
866
+3
+0.3% +$1.24K 0.21% 110
2022
Q1 		$415K Buy
863
+9
+1% +$4.61K 0.24% 108
2021
Q4 		$549K Buy
+854
New +$527K 0.31% 102
2020
Q1 		– Sell
-71
Closed -$19K – 142
2019
Q4 		$19K Buy
+71
New +$18.6K 0.02% 157

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

ICW Investment Advisors's INTU Position: Q2 2026 in Review

ICW Investment Advisors increased its Intuit (INTU) stake by 1.5% in Q2 2026, buying an estimated $9.75K and bringing the position to 1,868 shares worth $488K. The position accounts for 0.17% of the portfolio, ranked #116.

ICW Investment Advisors first reported a position in INTU in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.19M in Q2 2025. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • ICW Investment Advisors held 1,868 shares of Intuit worth $488K as of Q2 2026.
  • ICW Investment Advisors bought 28 Intuit shares in Q2 2026, an estimated $9.75K.
  • Intuit made up 0.17% of ICW Investment Advisors's portfolio in Q2 2026, its #116 holding.
  • ICW Investment Advisors first reported a position in Intuit in Q4 2019 and has held it in 20 quarters since.
  • ICW Investment Advisors's Intuit position peaked at $1.19M in Q2 2025.
  • 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on ICW Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.