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NorthRock Partners’s Intuit INTU Stock Holding History

NorthRock Partners’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 		$1.09M Buy
2,531
+1,803
+248% +$860K 0.02% 281
2025
Q4 		$482K Sell
728
-3,901
-84% -$2.58M 0.01% 375
2025
Q3 		$3.16M Buy
4,629
+985
+27% +$710K 0.06% 145
2025
Q2 		$2.87M Buy
3,644
+234
+7% +$158K 0.07% 100
2025
Q1 		$2.09M Buy
3,410
+117
+4% +$70.3K 0.07% 114
2024
Q4 		$2.07M Sell
3,293
-358
-10% -$229K 0.07% 116
2024
Q3 		$2.27M Buy
3,651
+571
+19% +$364K 0.07% 114
2024
Q2 		$2.02M Buy
3,080
+297
+11% +$184K 0.08% 113
2024
Q1 		$1.81M Buy
2,783
+221
+9% +$141K 0.07% 132
2023
Q4 		$1.6M Buy
2,562
+1,411
+123% +$778K 0.07% 139
2023
Q3 		$588K Buy
1,151
+178
+18% +$90.1K 0.06% 134
2023
Q2 		$446K Sell
973
-139
-13% -$60.9K 0.05% 152
2023
Q1 		$496K Sell
1,112
-245
-18% -$101K 0.05% 153
2022
Q4 		$528K Buy
1,357
+171
+14% +$67.8K 0.06% 150
2022
Q3 		$459K Buy
1,186
+560
+89% +$242K 0.05% 153
2022
Q2 		$241K Sell
626
-235
-27% -$97.3K 0.03% 261
2022
Q1 		$414K Buy
861
+39
+5% +$20K 0.04% 199
2021
Q4 		$529K Buy
822
+354
+76% +$219K 0.04% 172
2021
Q3 		$252K Buy
+468
New +$252K 0.02% 239

Other funds holding INTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

NorthRock Partners's INTU Position: Q1 2026 in Review

NorthRock Partners increased its Intuit (INTU) stake by 248% in Q1 2026, buying an estimated $860K and bringing the position to 2,531 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #281.

NorthRock Partners first reported a position in INTU in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.16M in Q3 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • NorthRock Partners held 2,531 shares of Intuit worth $1.09M as of Q1 2026.
  • NorthRock Partners bought 1,803 Intuit shares in Q1 2026, an estimated $860K.
  • Intuit made up 0.02% of NorthRock Partners's portfolio in Q1 2026, its #281 holding.
  • NorthRock Partners first reported a position in Intuit in Q3 2021 and has held it in 19 quarters since.
  • NorthRock Partners's Intuit position peaked at $3.16M in Q3 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.