Pacific Point Advisors’s Intuit INTU Stock Holding History

Pacific Point 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	$437K	Sell	1,676 -3,720	-69%	-$1.3M	0.2%	91
2026 Q1	$2.33M	Buy	5,396 +297	+6%	+$142K	1.23%	11
2025 Q4	$3.38M	Buy	5,099 +269	+6%	+$178K	1.81%	9
2025 Q3	$3.3M	Sell	4,830 -600	-11%	-$433K	1.92%	8
2025 Q2	$4.28M	Sell	5,430 -74	-1%	-$50.1K	2.32%	6
2025 Q1	$3.38M	Buy	5,504 +194	+4%	+$116K	1.88%	7
2024 Q4	$3.14M	Buy	+5,310	New	+$3.39M	1.91%	9

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 $3.37T AUM 44.26% 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

Pacific Point Advisors's INTU Position: Q2 2026 in Review

Pacific Point Advisors reduced its Intuit (INTU) stake by 69% in Q2 2026, selling an estimated $1.3M and leaving 1,676 shares worth $437K. The position accounts for 0.2% of the portfolio, ranked #91.

Pacific Point Advisors first reported a position in INTU in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.28M in Q2 2025. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Pacific Point Advisors held 1,676 shares of Intuit worth $437K as of Q2 2026.
Pacific Point Advisors sold 3,720 Intuit shares in Q2 2026, an estimated $1.3M.
Intuit made up 0.2% of Pacific Point Advisors's portfolio in Q2 2026, its #91 holding.
Pacific Point Advisors first reported a position in Intuit in Q4 2024 and has held it in 7 quarters since.
Pacific Point Advisors's Intuit position peaked at $4.28M in Q2 2025.
1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Pacific Point Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.