Nisa Investment Advisors’s Intuit INTU Stock Holding History

Nisa Investment 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	$42.4M	Sell	97,961 -18,500	-16%	-$8.82M	0.16%	79
2025 Q4	$77.1M	Buy	116,461 +1,786	+2%	+$1.18M	0.25%	43
2025 Q3	$78.3M	Buy	114,675 +2,814	+3%	+$2.03M	0.3%	36
2025 Q2	$88.1M	Sell	111,861 -6,303	-5%	-$4.27M	0.4%	32
2025 Q1	$72.6M	Sell	118,164 -42,241	-26%	-$25.4M	0.36%	38
2024 Q4	$101M	Buy	160,405 +40,633	+34%	+$26M	0.39%	31
2024 Q3	$74.4M	Buy	119,772 +13,945	+13%	+$8.9M	0.44%	35
2024 Q2	$69.6M	Buy	105,827 +2,679	+3%	+$1.66M	0.44%	37
2024 Q1	$67M	Sell	103,148 -7,117	-6%	-$4.54M	0.44%	39
2023 Q4	$68.9M	Sell	110,265 -1,412	-1%	-$779K	0.49%	34
2023 Q3	$57.1M	Buy	111,677 +868	+0.8%	+$439K	0.44%	40
2023 Q2	$50.8M	Sell	110,809 -900	-0.8%	-$394K	0.37%	47
2023 Q1	$49.8M	Buy	111,709 +371	+0.3%	+$152K	0.39%	47
2022 Q4	$43.3M	Sell	111,338 -2,264	-2%	-$898K	0.34%	67
2022 Q3	$44.1M	Sell	113,602 -1,234	-1%	-$533K	0.38%	53
2022 Q2	$44.3M	Sell	114,836 -4,794	-4%	-$1.99M	0.39%	54
2022 Q1	$57.5M	Sell	119,630 -5,420	-4%	-$2.78M	0.41%	49
2021 Q4	$69.4M	Sell	125,050 -20,397	-14%	-$12.6M	0.52%	35
2021 Q3	$78.5K	Buy	145,447 +11,779	+9%	+$6.35M	0.48%	31
2021 Q2	$65.5K	Sell	133,668 -24,778	-16%	-$10.7M	0.41%	43
2021 Q1	$60.7K	Buy	158,446 +10,572	+7%	+$4.07M	0.39%	53
2020 Q4	$56.2M	Sell	147,874 -40,702	-22%	-$14.3M	0.36%	64
2020 Q3	$61.5M	Buy	188,576 +48,629	+35%	+$15.2M	0.5%	42
2020 Q2	$41.5M	Buy	139,947 +7,552	+6%	+$2.07M	0.38%	55
2020 Q1	$30.5M	Sell	132,395 -532	-0.4%	-$144K	0.34%	64
2019 Q4	$34.8M	Sell	132,927 -7,601	-5%	-$1.99M	0.3%	73
2019 Q3	$37.4M	Buy	140,528 +6,513	+5%	+$1.79M	0.33%	61
2019 Q2	$35M	Sell	134,015 -4,446	-3%	-$1.13M	0.33%	62
2019 Q1	$36.2M	Buy	138,461 +7,052	+5%	+$1.63M	0.35%	61
2018 Q4	$25.9M	Buy	131,409 +4,038	+3%	+$840K	0.29%	82
2018 Q3	$29M	Buy	127,371 +8,085	+7%	+$1.74M	0.26%	86
2018 Q2	$24.4M	Buy	119,286 +1,827	+2%	+$350K	0.25%	89
2018 Q1	$20.2M	Buy	117,459 +5,088	+5%	+$856K	0.21%	111
2017 Q4	$17.7M	Hold	112,371	–	–	0.18%	130
2017 Q3	$16M	Sell	112,371 -9,834	-8%	-$1.36M	0.18%	132
2017 Q2	$16.4M	Buy	122,205 +8,734	+8%	+$1.13M	0.19%	127
2017 Q1	$13.2M	Buy	113,471 +1,100	+1%	+$132K	0.16%	153
2016 Q4	$12.9M	Sell	112,371 -5,199	-4%	-$582K	0.16%	154
2016 Q3	$12.9M	Hold	117,570	–	–	0.17%	142
2016 Q2	$13.1M	Buy	117,570 +4,050	+4%	+$424K	0.18%	134
2016 Q1	$11.8M	Hold	113,520	–	–	0.17%	139
2015 Q4	$11M	Sell	113,520 -3,800	-3%	-$367K	0.16%	147
2015 Q3	$10.4M	Sell	117,320 -1,000	-0.8%	-$97.1K	0.16%	143
2015 Q2	$11.9M	Sell	118,320 -2,300	-2%	-$235K	0.17%	137
2015 Q1	$11.7M	Buy	120,620 +300	+0.2%	+$27.9K	0.16%	141
2014 Q4	$11.1M	Sell	120,320 -1,200	-1%	-$107K	0.15%	145
2014 Q3	$10.7M	Sell	121,520 -700	-0.6%	-$58.2K	0.15%	149
2014 Q2	$9.84M	Sell	122,220 -600	-0.5%	-$46.3K	0.14%	154
2014 Q1	$9.55M	Hold	122,820	–	–	0.14%	157
2013 Q4	$9.37M	Sell	122,820 -2,300	-2%	-$165K	0.13%	157
2013 Q3	$8.3M	Sell	125,120 -1,300	-1%	-$83.8K	0.13%	159
2013 Q2	$7.72M	Buy	+126,420	New	+$7.64M	0.12%	166

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Nisa Investment Advisors's INTU Position: Q1 2026 in Review

Nisa Investment Advisors reduced its Intuit (INTU) stake by 16% in Q1 2026, selling an estimated $8.82M and leaving 97,961 shares worth $42.4M. The position accounts for 0.16% of the portfolio, ranked #79.

Nisa Investment Advisors first reported a position in INTU in Q2 2013 and has held it in 52 quarters since. The position peaked at $101M in Q4 2024. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Nisa Investment Advisors held 97,961 shares of Intuit worth $42.4M as of Q1 2026.
Nisa Investment Advisors sold 18,500 Intuit shares in Q1 2026, an estimated $8.82M.
Intuit made up 0.16% of Nisa Investment Advisors's portfolio in Q1 2026, its #79 holding.
Nisa Investment Advisors first reported a position in Intuit in Q2 2013 and has held it in 52 quarters since.
Nisa Investment Advisors's Intuit position peaked at $101M in Q4 2024.
2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.