North Star Investment Management’s Intuit INTU Stock Holding History

North Star Investment Management’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	$527K	Sell	1,218 -9	-0.7%	-$4.29K	0.03%	371
2025 Q4	$813K	Buy	1,227 +16	+1%	+$10.6K	0.05%	271
2025 Q3	$827K	Buy	1,211 +1	+0.1%	+$721	0.05%	266
2025 Q2	$953K	Hold	1,210	–	–	0.07%	231
2025 Q1	$743K	Hold	1,210	–	–	0.05%	276
2024 Q4	$760K	Hold	1,210	–	–	0.05%	271
2024 Q3	$751K	Hold	1,210	–	–	0.05%	268
2024 Q2	$795K	Hold	1,210	–	–	0.06%	260
2024 Q1	$787K	Sell	1,210 -30	-2%	-$19.1K	0.06%	265
2023 Q4	$775K	Hold	1,240	–	–	0.06%	266
2023 Q3	$634K	Hold	1,240	–	–	0.05%	291
2023 Q2	$568K	Hold	1,240	–	–	0.05%	324
2023 Q1	$553K	Hold	1,240	–	–	0.05%	335
2022 Q4	$483K	Buy	1,240 +10	+0.8%	+$3.97K	0.04%	339
2022 Q3	$476K	Hold	1,230	–	–	0.05%	299
2022 Q2	$474K	Hold	1,230	–	–	0.04%	298
2022 Q1	$591K	Hold	1,230	–	–	0.05%	294
2021 Q4	$791K	Hold	1,230	–	–	0.06%	261
2021 Q3	$664K	Hold	1,230	–	–	0.05%	271
2021 Q2	$603K	Hold	1,230	–	–	0.05%	282
2021 Q1	$471K	Hold	1,230	–	–	0.04%	278
2020 Q4	$467K	Hold	1,230	–	–	0.05%	269
2020 Q3	$401K	Hold	1,230	–	–	0.05%	277
2020 Q2	$364K	Sell	1,230 -30	-2%	-$8.23K	0.05%	272
2020 Q1	$290K	Hold	1,260	–	–	0.04%	285
2019 Q4	$330K	Hold	1,260	–	–	0.03%	314
2019 Q3	$335K	Hold	1,260	–	–	0.04%	308
2019 Q2	$329K	Hold	1,260	–	–	0.04%	317
2019 Q1	$329K	Hold	1,260	–	–	0.04%	316
2018 Q4	$248K	Hold	1,260	–	–	0.03%	313
2018 Q3	$287K	Hold	1,260	–	–	0.03%	315
2018 Q2	$257K	Hold	1,260	–	–	0.03%	331
2018 Q1	$218K	Hold	1,260	–	–	0.03%	349
2017 Q4	$199K	Hold	1,260	–	–	0.02%	347
2017 Q3	$179K	Hold	1,260	–	–	0.02%	363
2017 Q2	$167K	Hold	1,260	–	–	0.02%	376
2017 Q1	$146K	Hold	1,260	–	–	0.02%	368
2016 Q4	$144K	Buy	1,260 +1,200	+2,000%	+$134K	0.02%	359
2016 Q3	$7K	Hold	60	–	–	﹤0.01%	670
2016 Q2	$7K	Hold	60	–	–	﹤0.01%	665
2016 Q1	$6K	Hold	60	–	–	﹤0.01%	641
2015 Q4	$6K	Hold	60	–	–	﹤0.01%	641
2015 Q3	$5K	Hold	60	–	–	﹤0.01%	737
2015 Q2	$6K	Hold	60	–	–	﹤0.01%	706
2015 Q1	$6K	Hold	60	–	–	﹤0.01%	694
2014 Q4	$6K	Hold	60	–	–	﹤0.01%	684
2014 Q3	$5K	Hold	60	–	–	﹤0.01%	574
2014 Q2	$5K	Hold	60	–	–	﹤0.01%	618
2014 Q1	$5K	Buy	+60	New	+$4.58K	﹤0.01%	590

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

North Star Investment Management's INTU Position: Q1 2026 in Review

North Star Investment Management reduced its Intuit (INTU) stake by 0.73% in Q1 2026, selling an estimated $4.29K and leaving 1,218 shares worth $527K. The position accounts for 0.03% of the portfolio, ranked #371.

North Star Investment Management first reported a position in INTU in Q1 2014 and has held it in 49 quarters since. The position peaked at $953K in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

North Star Investment Management held 1,218 shares of Intuit worth $527K as of Q1 2026.
North Star Investment Management sold 9 Intuit shares in Q1 2026, an estimated $4.29K.
Intuit made up 0.03% of North Star Investment Management's portfolio in Q1 2026, its #371 holding.
North Star Investment Management first reported a position in Intuit in Q1 2014 and has held it in 49 quarters since.
North Star Investment Management's Intuit position peaked at $953K in Q2 2025.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.