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INTU icon

Naviter Wealth’s Intuit INTU Stock Holding History

Naviter Wealth’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 		$538K Sell
2,060
-830
-29% -$289K 0.05% 212
2026
Q1 		$1.25M Sell
2,890
-111
-4% -$52.9K 0.16% 138
2025
Q4 		$1.99M Sell
3,001
-531
-15% -$351K 0.26% 91
2025
Q3 		$2.41M Buy
3,532
+140
+4% +$101K 0.28% 91
2025
Q2 		$2.67M Sell
3,392
-10
-0.3% -$6.77K 0.33% 77
2025
Q1 		$2.04M Sell
3,402
-12
-0.4% -$7.21K 0.25% 114
2024
Q4 		$2.15M Buy
3,414
+544
+19% +$348K 0.26% 106
2024
Q3 		$1.78M Buy
2,870
+141
+5% +$90K 0.25% 115
2024
Q2 		$1.79M Buy
2,729
+223
+9% +$138K 0.27% 107
2024
Q1 		$1.63M Buy
2,506
+419
+20% +$267K 0.27% 109
2023
Q4 		$1.3M Buy
2,087
+422
+25% +$233K 0.26% 100
2023
Q3 		$851K Sell
1,665
-93
-5% -$47.1K 0.21% 122
2023
Q2 		$805K Buy
1,758
+293
+20% +$128K 0.2% 129
2023
Q1 		$653K Buy
+1,465
New +$601K 0.23% 123

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

Naviter Wealth's INTU Position: Q2 2026 in Review

Naviter Wealth reduced its Intuit (INTU) stake by 29% in Q2 2026, selling an estimated $289K and leaving 2,060 shares worth $538K. The position accounts for 0.05% of the portfolio, ranked #212.

Naviter Wealth first reported a position in INTU in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.67M in Q2 2025. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Naviter Wealth held 2,060 shares of Intuit worth $538K as of Q2 2026.
  • Naviter Wealth sold 830 Intuit shares in Q2 2026, an estimated $289K.
  • Intuit made up 0.05% of Naviter Wealth's portfolio in Q2 2026, its #212 holding.
  • Naviter Wealth first reported a position in Intuit in Q1 2023 and has held it in 14 quarters since.
  • Naviter Wealth's Intuit position peaked at $2.67M in Q2 2025.
  • 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.