Okabena Investment Services’s Intuit INTU Stock Holding History

Okabena Investment Services’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	-900	Closed	-$389K	–	150
2026 Q1	$389K	Sell	900 -937	-51%	-$447K	0.08%	129
2025 Q4	$1.22M	Hold	1,837	–	–	0.23%	69
2025 Q3	$1.25M	Sell	1,837 -965	-34%	-$696K	0.24%	72
2025 Q2	$2.21M	Buy	2,802 +100	+4%	+$67.7K	0.49%	40
2025 Q1	$1.66M	Buy	2,702 +837	+45%	+$503K	0.42%	47
2024 Q4	$1.17M	Sell	1,865 -700	-27%	-$447K	0.33%	58
2024 Q3	$1.59M	Buy	2,565 +74	+3%	+$47.2K	0.45%	44
2024 Q2	$1.64M	Buy	2,491 +626	+34%	+$388K	0.52%	42
2024 Q1	$1.21M	Hold	1,865	–	–	0.4%	61
2023 Q4	$1.17M	Buy	+1,865	New	+$1.03M	0.45%	58
2023 Q3	–	Sell	-41	Closed	-$18.8K	–	119
2023 Q2	$18.8K	Buy	+41	New	+$18K	0.01%	96
2023 Q1	–	Sell	-900	Closed	-$350K	–	222
2022 Q4	$350K	Sell	900 -933	-51%	-$370K	0.23%	77
2022 Q3	$710K	Buy	1,833 +900	+96%	+$389K	0.34%	73
2022 Q2	$360K	Hold	933	–	–	0.19%	74
2022 Q1	$449K	Hold	933	–	–	0.19%	80
2021 Q4	$600K	Hold	933	–	–	0.23%	74
2021 Q3	$503K	Hold	933	–	–	0.26%	61
2021 Q2	$457K	Buy	+933	New	+$405K	0.22%	60

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Okabena Investment Services's INTU Position: Q2 2026 in Review

Okabena Investment Services sold out of Intuit (INTU) in Q2 2026, closing a stake of 900 shares — an estimated $389K sold.

Okabena Investment Services first reported a position in INTU in Q2 2021 and held it in 18 quarters. The position peaked at $2.21M in Q2 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Okabena Investment Services reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Okabena Investment Services sold 900 Intuit shares in Q2 2026, an estimated $389K.
Okabena Investment Services first reported a position in Intuit in Q2 2021 and held it in 18 quarters.
Okabena Investment Services's Intuit position peaked at $2.21M in Q2 2025.
1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.