Lloyd Advisory Services’s Intuit INTU Stock Holding History

Lloyd 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	–	Sell	-2	Closed	-$865	–	815
2026 Q1	$865	Buy	+2	New	+$954	﹤0.01%	747
2023 Q4	–	Sell	-1,247	Closed	-$637K	–	237
2023 Q3	$637K	Buy	+1,247	New	+$631K	0.21%	115
2022 Q2	–	Sell	-46	Closed	-$22K	–	301
2022 Q1	$22K	Buy	+46	New	+$23.6K	0.01%	333

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

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

Lloyd Advisory Services sold out of Intuit (INTU) in Q2 2026, closing a stake of 2 shares — an estimated $865 sold.

Lloyd Advisory Services first reported a position in INTU in Q1 2022 and held it in 3 quarters. The position peaked at $637K in Q3 2023. 1,739 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Lloyd Advisory Services reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 2 Intuit shares in Q2 2026, an estimated $865.
Lloyd Advisory Services first reported a position in Intuit in Q1 2022 and held it in 3 quarters.
Lloyd Advisory Services's Intuit position peaked at $637K in Q3 2023.
1,739 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.