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Operose Advisors’s Intuit INTU Stock Holding History

Operose 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
-9
Closed -$3.89K – 605
2026
Q1 		$3.89K Buy
+9
New +$4.29K ﹤0.01% 465
2024
Q4 		– Sell
-95
Closed -$59K – 535
2024
Q3 		$59K Hold
95
– – 0.02% 253
2024
Q2 		$62.4K Hold
95
– – 0.02% 217
2024
Q1 		$61.8K Sell
95
-84
-47% -$53.6K 0.02% 228
2023
Q4 		$112K Sell
179
-306
-63% -$169K 0.04% 148
2023
Q3 		$248K Buy
+485
New +$245K 0.1% 98

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

Operose Advisors's INTU Position: Q2 2026 in Review

Operose Advisors sold out of Intuit (INTU) in Q2 2026, closing a stake of 9 shares — an estimated $3.89K sold.

Operose Advisors first reported a position in INTU in Q3 2023 and held it in 6 quarters. The position peaked at $248K in Q3 2023. 1,738 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Operose Advisors reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Operose Advisors sold 9 Intuit shares in Q2 2026, an estimated $3.89K.
  • Operose Advisors first reported a position in Intuit in Q3 2023 and held it in 6 quarters.
  • Operose Advisors's Intuit position peaked at $248K in Q3 2023.
  • 1,738 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.