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Independent Financial Group’s Intuit INTU Stock Holding History

Independent Financial Group’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 Sell
1,304
-35
-3% -$12.2K 0.01% 1179
2026
Q1 		$579K Sell
1,339
-17
-1% -$8.11K 0.01% 861
2025
Q4 		$898K Buy
1,356
+150
+12% +$99.1K 0.02% 661
2025
Q3 		$824K Sell
1,206
-360
-23% -$260K 0.02% 668
2025
Q2 		$1.23M Buy
1,566
+424
+37% +$287K 0.03% 482
2025
Q1 		$701K Buy
1,142
+419
+58% +$252K 0.02% 587
2024
Q4 		$454K Sell
723
-191
-21% -$122K 0.02% 734
2024
Q3 		$568K Sell
914
-13
-1% -$8.3K 0.02% 605
2024
Q2 		$609K Buy
927
+81
+10% +$50.2K 0.02% 542
2024
Q1 		$550K Buy
846
+52
+7% +$33.2K 0.03% 552
2023
Q4 		$496K Buy
794
+221
+39% +$122K 0.03% 556
2023
Q3 		$293K Buy
573
+76
+15% +$38.5K 0.02% 669
2023
Q2 		$228K Buy
497
+3
+0.6% +$1.31K 0.02% 774
2023
Q1 		$220K Buy
+494
New +$203K 0.02% 738
2022
Q4 		– Sell
-550
Closed -$213K – 796
2022
Q3 		$213K Sell
550
-80
-13% -$34.6K 0.02% 650
2022
Q2 		$243K Buy
630
+155
+33% +$64.2K 0.03% 574
2022
Q1 		$228K Buy
475
+2
+0.4% +$1.02K 0.02% 702
2021
Q4 		$304K Sell
473
-167
-26% -$103K 0.03% 587
2021
Q3 		$345K Buy
640
+126
+25% +$67.9K 0.04% 484
2021
Q2 		$252K Buy
+514
New +$223K 0.03% 586

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

Independent Financial Group's INTU Position: Q2 2026 in Review

Independent Financial Group reduced its Intuit (INTU) stake by 2.6% in Q2 2026, selling an estimated $12.2K and leaving 1,304 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #1179.

Independent Financial Group first reported a position in INTU in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.23M in Q2 2025. 1,739 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Independent Financial Group held 1,304 shares of Intuit worth $340K as of Q2 2026.
  • Independent Financial Group sold 35 Intuit shares in Q2 2026, an estimated $12.2K.
  • Intuit made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1179 holding.
  • Independent Financial Group first reported a position in Intuit in Q2 2021 and has held it in 20 quarters since.
  • Independent Financial Group's Intuit position peaked at $1.23M in Q2 2025.
  • 1,739 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.