NorthStar Asset Management (Massachusetts)’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.99M Sell
11,443
-1,456
-11% -$507K 0.88% 30
2026
Q1
$5.58M Sell
12,899
-7,874
-38% -$3.76M 1.71% 19
2025
Q4
$13.8M Buy
20,773
+365
+2% +$241K 3.55% 9
2025
Q3
$13.9M Buy
20,408
+444
+2% +$320K 3.62% 10
2025
Q2
$15.7M Sell
19,964
-423
-2% -$286K 4.35% 6
2025
Q1
$12.5M Sell
20,387
-229
-1% -$138K 3.7% 10
2024
Q4
$13M Sell
20,616
-545
-3% -$348K 3.4% 10
2024
Q3
$13.1M Sell
21,161
-77
-0.4% -$49.1K 3.23% 12
2024
Q2
$14M Sell
21,238
-348
-2% -$216K 3.56% 11
2024
Q1
$14M Sell
21,586
-4,165
-16% -$2.66M 2.46% 11
2023
Q4
$16.1M Sell
25,751
-260
-1% -$143K 4.65% 6
2023
Q3
$13.3M Sell
26,011
-137
-0.5% -$69.3K 4.25% 9
2023
Q2
$12M Sell
26,148
-3
-0% -$1.31K 3.53% 10
2023
Q1
$11.7M Buy
26,151
+743
+3% +$305K 3.59% 10
2022
Q4
$9.89M Buy
25,408
+1,257
+5% +$499K 3.3% 12
2022
Q3
$9.35M Buy
24,151
+1,012
+4% +$437K 3.24% 12
2022
Q2
$8.92M Buy
23,139
+927
+4% +$384K 2.93% 13
2022
Q1
$10.7M Sell
22,212
-2,956
-12% -$1.51M 2.93% 15
2021
Q4
$16.2M Sell
25,168
-2,808
-10% -$1.73M 4.07% 6
2021
Q3
$15.1M Sell
27,976
-1,297
-4% -$699K 3.99% 4
2021
Q2
$14.3M Buy
29,273
+674
+2% +$292K 3.84% 5
2021
Q1
$11M Buy
+28,599
New +$11M 3.45% 9

Other funds holding INTU

NorthStar Asset Management (Massachusetts)'s INTU Position: Q2 2026 in Review

NorthStar Asset Management (Massachusetts) reduced its Intuit (INTU) stake by 11% in Q2 2026, selling an estimated $507K and leaving 11,443 shares worth $2.99M. The position accounts for 0.88% of the portfolio, ranked #30.

NorthStar Asset Management (Massachusetts) first reported a position in INTU in Q1 2021 and has held it in 22 quarters since. The position peaked at $16.2M in Q4 2021. 584 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • NorthStar Asset Management (Massachusetts) held 11,443 shares of Intuit worth $2.99M as of Q2 2026.
  • NorthStar Asset Management (Massachusetts) sold 1,456 Intuit shares in Q2 2026, an estimated $507K.
  • Intuit made up 0.88% of NorthStar Asset Management (Massachusetts)'s portfolio in Q2 2026, its #30 holding.
  • NorthStar Asset Management (Massachusetts) first reported a position in Intuit in Q1 2021 and has held it in 22 quarters since.
  • NorthStar Asset Management (Massachusetts)'s Intuit position peaked at $16.2M in Q4 2021.
  • 584 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on NorthStar Asset Management (Massachusetts)'s 13F filing for Q2 2026, filed 28 Jul 2026.