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Naples Global Advisors’s Intuit INTU Stock Holding History

Naples Global 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
Q1 		– Sell
-307
Closed -$204K – 446
2025
Q4 		$204K Sell
307
-10
-3% -$6.61K 0.02% 434
2025
Q3 		$217K Buy
317
+63
+25% +$45.4K 0.02% 424
2025
Q2 		$200K Sell
254
-73
-22% -$49.4K 0.02% 414
2025
Q1 		$201K Hold
327
– – 0.02% 394
2024
Q4 		$206K Hold
327
– – 0.02% 393
2024
Q3 		$203K Hold
327
– – 0.02% 394
2024
Q2 		$215K Hold
327
– – 0.02% 378
2024
Q1 		$213K Sell
327
-6
-2% -$3.83K 0.02% 389
2023
Q4 		$208K Buy
+333
New +$184K 0.02% 391

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Naples Global Advisors's INTU Position: Q1 2026 in Review

Naples Global Advisors sold out of Intuit (INTU) in Q1 2026, closing a stake of 307 shares — an estimated $204K sold.

Naples Global Advisors first reported a position in INTU in Q4 2023 and held it in 9 quarters. The position peaked at $217K in Q3 2025. 2,012 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Naples Global Advisors reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Naples Global Advisors sold 307 Intuit shares in Q1 2026, an estimated $204K.
  • Naples Global Advisors first reported a position in Intuit in Q4 2023 and held it in 9 quarters.
  • Naples Global Advisors's Intuit position peaked at $217K in Q3 2025.
  • 2,012 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.