Monte Financial Group’s Intuit INTU Stock Holding History

Monte 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	$5.05M	Buy	15,976 +13,077	+451%	+$4.56M	1.62%	30
2026 Q1	$1.25M	Buy	+2,899	New	+$1.38M	0.45%	65

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

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

Monte Financial Group increased its Intuit (INTU) stake by 451% in Q2 2026, buying an estimated $4.56M and bringing the position to 15,976 shares worth $5.05M. The position accounts for 1.62% of the portfolio, ranked #30.

Monte Financial Group first reported a position in INTU in Q1 2026 and has held it in 2 quarters since. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Monte Financial Group held 15,976 shares of Intuit worth $5.05M as of Q2 2026.
Monte Financial Group bought 13,077 Intuit shares in Q2 2026, an estimated $4.56M.
Intuit made up 1.62% of Monte Financial Group's portfolio in Q2 2026, its #30 holding.
Monte Financial Group first reported a position in Intuit in Q1 2026 and has held it in 2 quarters since.
1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Monte Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.