Palisades Hudson Asset Management’s Intuit INTU Stock Holding History

Palisades Hudson Asset Management’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	$388K	Sell	1,488 -5	-0.3%	-$1.74K	0.14%	71
2026 Q1	$645K	Hold	1,493	–	–	0.25%	46
2025 Q4	$989K	Hold	1,493	–	–	0.38%	36
2025 Q3	$1.02M	Sell	1,493 -14	-0.9%	-$10.1K	0.37%	35
2025 Q2	$1.19M	Sell	1,507 -24	-2%	-$16.2K	0.46%	32
2025 Q1	$940K	Sell	1,531 -32	-2%	-$19.2K	0.43%	33
2024 Q4	$982K	Hold	1,563	–	–	0.41%	34
2024 Q3	$970K	Sell	1,563 -47	-3%	-$30K	0.41%	34
2024 Q2	$1.06M	Hold	1,610	–	–	0.49%	33
2024 Q1	$1.05M	Sell	1,610 -50	-3%	-$31.9K	0.48%	32
2023 Q4	$1.04M	Sell	1,660 -132	-7%	-$72.8K	0.5%	29
2023 Q3	$916K	Hold	1,792	–	–	0.5%	31
2023 Q2	$821K	Sell	1,792 -85	-5%	-$37.2K	0.43%	31
2023 Q1	$836K	Sell	1,877 -79	-4%	-$32.4K	0.45%	29
2022 Q4	$761K	Hold	1,956	–	–	0.42%	28
2022 Q3	$758K	Hold	1,956	–	–	0.46%	24
2022 Q2	$754K	Buy	1,956 +5	+0.3%	+$2.07K	0.42%	32
2022 Q1	$938K	Sell	1,951 -56	-3%	-$28.7K	0.44%	29
2021 Q4	$1.29M	Hold	2,007	–	–	0.55%	24
2021 Q3	$1.08M	Hold	2,007	–	–	0.49%	25
2021 Q2	$983K	Hold	2,007	–	–	0.44%	28
2021 Q1	$769K	Hold	2,007	–	–	0.37%	31
2020 Q4	$762K	Hold	2,007	–	–	0.39%	32
2020 Q3	$655K	Hold	2,007	–	–	0.42%	34
2020 Q2	$594K	Hold	2,007	–	–	0.41%	34
2020 Q1	$462K	Hold	2,007	–	–	0.39%	34
2019 Q4	$526K	Hold	2,007	–	–	0.34%	40
2019 Q3	$534K	Hold	2,007	–	–	0.37%	36
2019 Q2	$524K	Hold	2,007	–	–	0.36%	38
2019 Q1	$524K	Sell	2,007 -869	-30%	-$201K	0.34%	34
2018 Q4	$566K	Buy	2,876 +21	+0.7%	+$4.37K	0.33%	34
2018 Q3	$649K	Hold	2,855	–	–	0.34%	33
2018 Q2	$583K	Hold	2,855	–	–	0.31%	34
2018 Q1	$495K	Hold	2,855	–	–	0.27%	41
2017 Q4	$450K	Hold	2,855	–	–	0.25%	47
2017 Q3	$406K	Hold	2,855	–	–	0.23%	57
2017 Q2	$379K	Hold	2,855	–	–	0.22%	56
2017 Q1	$331K	Hold	2,855	–	–	0.21%	61
2016 Q4	$327K	Hold	2,855	–	–	0.2%	59
2016 Q3	$314K	Hold	2,855	–	–	0.24%	58
2016 Q2	$319K	Hold	2,855	–	–	0.26%	58
2016 Q1	$297K	Hold	2,855	–	–	0.23%	64
2015 Q4	$276K	Hold	2,855	–	–	0.23%	69
2015 Q3	$253K	Hold	2,855	–	–	0.23%	68
2015 Q2	$288K	Sell	2,855 -681	-19%	-$69.5K	0.25%	64
2015 Q1	$343K	Hold	3,536	–	–	0.27%	55
2014 Q4	$326K	Hold	3,536	–	–	0.26%	59
2014 Q3	$310K	Buy	+3,536	New	+$294K	0.25%	58

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

Palisades Hudson Asset Management's INTU Position: Q2 2026 in Review

Palisades Hudson Asset Management reduced its Intuit (INTU) stake by 0.33% in Q2 2026, selling an estimated $1.74K and leaving 1,488 shares worth $388K. The position accounts for 0.14% of the portfolio, ranked #71.

Palisades Hudson Asset Management first reported a position in INTU in Q3 2014 and has held it in 48 quarters since. The position peaked at $1.29M in Q4 2021. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Palisades Hudson Asset Management held 1,488 shares of Intuit worth $388K as of Q2 2026.
Palisades Hudson Asset Management sold 5 Intuit shares in Q2 2026, an estimated $1.74K.
Intuit made up 0.14% of Palisades Hudson Asset Management's portfolio in Q2 2026, its #71 holding.
Palisades Hudson Asset Management first reported a position in Intuit in Q3 2014 and has held it in 48 quarters since.
Palisades Hudson Asset Management's Intuit position peaked at $1.29M in Q4 2021.
1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Palisades Hudson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.