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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
Q2 		– Sell
-744
Closed -$322K – 107
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
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

Northern Financial Advisors's INTU Position: Q2 2026 in Review

Northern Financial Advisors sold out of Intuit (INTU) in Q2 2026, closing a stake of 744 shares — an estimated $322K sold.

Northern Financial Advisors first reported a position in INTU in Q4 2022 and held it in 14 quarters. The position peaked at $952K in Q2 2025. 1,748 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Northern Financial Advisors reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Northern Financial Advisors sold 744 Intuit shares in Q2 2026, an estimated $322K.
  • Northern Financial Advisors first reported a position in Intuit in Q4 2022 and held it in 14 quarters.
  • Northern Financial Advisors's Intuit position peaked at $952K in Q2 2025.
  • 1,748 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Northern Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.