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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
Q2 		$611K Sell
2,342
-189
-7% -$65.8K 0.01% 398
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 $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

NorthRock Partners's INTU Position: Q2 2026 in Review

NorthRock Partners reduced its Intuit (INTU) stake by 7.5% in Q2 2026, selling an estimated $65.8K and leaving 2,342 shares worth $611K. The position accounts for 0.01% of the portfolio, ranked #398.

NorthRock Partners first reported a position in INTU in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.16M in Q3 2025. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • NorthRock Partners held 2,342 shares of Intuit worth $611K as of Q2 2026.
  • NorthRock Partners sold 189 Intuit shares in Q2 2026, an estimated $65.8K.
  • Intuit made up 0.01% of NorthRock Partners's portfolio in Q2 2026, its #398 holding.
  • NorthRock Partners first reported a position in Intuit in Q3 2021 and has held it in 20 quarters since.
  • NorthRock Partners's Intuit position peaked at $3.16M in Q3 2025.
  • 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.