Northern Financial Advisors’s Intuit INTU Stock Holding History

Northern Financial 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	$322K	Sell	744 -234	-24%	-$112K	0.23%	92
2025 Q4	$648K	Sell	978 -210	-18%	-$139K	0.74%	41
2025 Q3	$811K	Sell	1,188 -21	-2%	-$15.1K	0.43%	61
2025 Q2	$952K	Buy	1,209 +15	+1%	+$10.2K	0.71%	46
2025 Q1	$733K	Sell	1,194 -3	-0.3%	-$1.8K	0.61%	54
2024 Q4	$752K	Sell	1,197 -142	-11%	-$90.7K	0.6%	51
2024 Q3	$832K	Hold	1,339	–	–	0.63%	51
2024 Q2	$880K	Sell	1,339 -32	-2%	-$19.8K	0.71%	50
2024 Q1	$891K	Sell	1,371 -37	-3%	-$23.6K	0.7%	48
2023 Q4	$880K	Buy	1,408 +4	+0.3%	+$2.21K	0.74%	49
2023 Q3	$717K	Sell	1,404 -28	-2%	-$14.2K	0.66%	50
2023 Q2	$656K	Sell	1,432 -19	-1%	-$8.32K	0.58%	54
2023 Q1	$647K	Sell	1,451 -79	-5%	-$32.4K	0.61%	52
2022 Q4	$596K	Buy	+1,530	New	+$607K	0.67%	52

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

Northern Financial Advisors's INTU Position: Q1 2026 in Review

Northern Financial Advisors reduced its Intuit (INTU) stake by 24% in Q1 2026, selling an estimated $112K and leaving 744 shares worth $322K. The position accounts for 0.23% of the portfolio, ranked #92.

Northern Financial Advisors first reported a position in INTU in Q4 2022 and has held it in 14 quarters since. The position peaked at $952K in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Northern Financial Advisors held 744 shares of Intuit worth $322K as of Q1 2026.
Northern Financial Advisors sold 234 Intuit shares in Q1 2026, an estimated $112K.
Intuit made up 0.23% of Northern Financial Advisors's portfolio in Q1 2026, its #92 holding.
Northern Financial Advisors first reported a position in Intuit in Q4 2022 and has held it in 14 quarters since.
Northern Financial Advisors's Intuit position peaked at $952K in Q2 2025.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Northern Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.