Pathstone Holdings
INTU icon

Pathstone Holdings’s Intuit INTU Stock Holding History

Pathstone Holdings’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 		$11.9M Sell
45,482
-11,354
-20% -$3.95M 0.03% 347
2026
Q1 		$24.6M Buy
56,836
+3,155
+6% +$1.5M 0.1% 152
2025
Q4 		$35.6M Buy
53,681
+1,733
+3% +$1.15M 0.14% 110
2025
Q3 		$35.5M Sell
51,948
-322
-0.6% -$232K 0.14% 102
2025
Q2 		$41.2M Sell
52,270
-3,506
-6% -$2.37M 0.16% 84
2025
Q1 		$34.2M Buy
55,776
+97
+0.2% +$58.2K 0.15% 106
2024
Q4 		$35M Buy
55,679
+1,070
+2% +$684K 0.15% 89
2024
Q3 		$33.9M Buy
54,609
+330
+0.6% +$211K 0.15% 103
2024
Q2 		$35.7M Buy
54,279
+179
+0.3% +$111K 0.16% 93
2024
Q1 		$35.2M Buy
54,100
+10,683
+25% +$6.82M 0.16% 94
2023
Q4 		$28M Buy
+43,417
New +$23.9M 0.15% 104

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 $3.38T AUM 44.17% 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

Pathstone Holdings's INTU Position: Q2 2026 in Review

Pathstone Holdings reduced its Intuit (INTU) stake by 20% in Q2 2026, selling an estimated $3.95M and leaving 45,482 shares worth $11.9M. The position accounts for 0.03% of the portfolio, ranked #347.

Pathstone Holdings first reported a position in INTU in Q4 2023 and has held it in 11 quarters since. The position peaked at $41.2M in Q2 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Pathstone Holdings held 45,482 shares of Intuit worth $11.9M as of Q2 2026.
  • Pathstone Holdings sold 11,354 Intuit shares in Q2 2026, an estimated $3.95M.
  • Intuit made up 0.03% of Pathstone Holdings's portfolio in Q2 2026, its #347 holding.
  • Pathstone Holdings first reported a position in Intuit in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's Intuit position peaked at $41.2M in Q2 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.