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Patrick M. Sweeney & Associates’s Intuit INTU Stock Holding History

Patrick M. Sweeney & Associates’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
-538
Closed -$233K – 177
2026
Q1 		$233K Buy
538
+45
+9% +$21.5K 0.15% 151
2025
Q4 		$327K Buy
493
+61
+14% +$40.3K 0.2% 114
2025
Q3 		$295K Buy
432
+31
+8% +$22.3K 0.19% 123
2025
Q2 		$313K Hold
401
– – 0.22% 115
2025
Q1 		$246K Hold
401
– – 0.18% 130
2024
Q4 		$252K Buy
401
+45
+13% +$28.8K 0.19% 125
2024
Q3 		$221K Buy
356
+51
+17% +$32.6K 0.16% 138
2024
Q2 		$200K Buy
+305
New +$189K 0.16% 139

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

Patrick M. Sweeney & Associates's INTU Position: Q2 2026 in Review

Patrick M. Sweeney & Associates sold out of Intuit (INTU) in Q2 2026, closing a stake of 538 shares — an estimated $233K sold.

Patrick M. Sweeney & Associates first reported a position in INTU in Q2 2024 and held it in 8 quarters. The position peaked at $327K in Q4 2025. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Patrick M. Sweeney & Associates reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Patrick M. Sweeney & Associates sold 538 Intuit shares in Q2 2026, an estimated $233K.
  • Patrick M. Sweeney & Associates first reported a position in Intuit in Q2 2024 and held it in 8 quarters.
  • Patrick M. Sweeney & Associates's Intuit position peaked at $327K in Q4 2025.
  • 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.