Insigneo Advisory Services’s Intuit INTU Stock Holding History

Insigneo Advisory Services’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	$274K	Sell	1,051 -923	-47%	-$322K	0.01%	669
2026 Q1	$854K	Sell	1,974 -67	-3%	-$32K	0.06%	242
2025 Q4	$1.35M	Buy	2,041 +88	+5%	+$58.2K	0.1%	173
2025 Q3	$1.33M	Buy	1,953 +492	+34%	+$355K	0.09%	173
2025 Q2	$1.15M	Sell	1,461 -42	-3%	-$28.4K	0.1%	172
2025 Q1	$923K	Sell	1,503 -651	-30%	-$391K	0.1%	179
2024 Q4	$1.35M	Sell	2,154 -903	-30%	-$577K	0.14%	136
2024 Q3	$1.9M	Sell	3,057 -523	-15%	-$334K	0.19%	108
2024 Q2	$2.16M	Buy	3,580 +777	+28%	+$482K	0.24%	83
2024 Q1	$1.82M	Buy	2,803 +704	+34%	+$449K	0.22%	91
2023 Q4	$1.31M	Buy	2,099 +1,486	+242%	+$820K	0.18%	118
2023 Q3	$313K	Sell	613 -390	-39%	-$197K	0.06%	280
2023 Q2	$460K	Buy	+1,003	New	+$439K	0.09%	213

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 $3.38T AUM 44.17% 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

Insigneo Advisory Services's INTU Position: Q2 2026 in Review

Insigneo Advisory Services reduced its Intuit (INTU) stake by 47% in Q2 2026, selling an estimated $322K and leaving 1,051 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #669.

Insigneo Advisory Services first reported a position in INTU in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.16M in Q2 2024. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Insigneo Advisory Services held 1,051 shares of Intuit worth $274K as of Q2 2026.
Insigneo Advisory Services sold 923 Intuit shares in Q2 2026, an estimated $322K.
Intuit made up 0.01% of Insigneo Advisory Services's portfolio in Q2 2026, its #669 holding.
Insigneo Advisory Services first reported a position in Intuit in Q2 2023 and has held it in 13 quarters since.
Insigneo Advisory Services's Intuit position peaked at $2.16M in Q2 2024.
1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.