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Patriot Financial Group Insurance Agency’s Intuit INTU Stock Holding History

Patriot Financial Group Insurance Agency’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 		$473K Sell
1,813
-2,353
-56% -$820K 0.05% 312
2026
Q1 		$1.8M Buy
4,166
+2,220
+114% +$1.06M 0.1% 221
2025
Q4 		$1.29M Buy
1,946
+92
+5% +$60.8K 0.15% 166
2025
Q3 		$1.27M Buy
+1,854
New +$1.34M 0.16% 164
2022
Q3 		– Sell
-79
Closed -$30K – 1142
2022
Q2 		$30K Buy
79
+33
+72% +$13.7K 0.01% 889
2022
Q1 		$22K Buy
46
+9
+24% +$4.61K ﹤0.01% 1053
2021
Q4 		$24K Sell
37
-1
-3% -$617 ﹤0.01% 1140
2021
Q3 		$21K Buy
38
+2
+6% +$1.08K ﹤0.01% 1187
2021
Q2 		$18K Buy
36
+15
+71% +$6.5K ﹤0.01% 1230
2021
Q1 		$8K Sell
21
-50
-70% -$19.3K ﹤0.01% 1425
2020
Q4 		$27K Sell
71
-4
-5% -$1.41K 0.01% 884
2020
Q3 		$24K Buy
75
+18
+32% +$5.63K 0.01% 741
2020
Q2 		$17K Hold
57
– – 0.01% 800
2020
Q1 		$13K Buy
57
+10
+21% +$2.71K 0.01% 780
2019
Q4 		$12K Buy
47
+18
+62% +$4.71K ﹤0.01% 795
2019
Q3 		$8K Buy
29
+23
+383% +$6.33K ﹤0.01% 842
2019
Q2 		$2K Hold
6
– – ﹤0.01% 1118
2019
Q1 		$2K Sell
6
-22
-79% -$5.08K ﹤0.01% 1011
2018
Q4 		$6K Buy
+28
New +$5.83K ﹤0.01% 700
2018
Q2 		– Sell
-110
Closed -$19K – 746
2018
Q1 		$19K Hold
110
– – 0.01% 479
2017
Q4 		$18K Buy
110
+2
+2% +$305 0.01% 479
2017
Q3 		$16K Hold
108
– – 0.01% 455
2017
Q2 		$14K Buy
+108
New +$14K 0.01% 462

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Patriot Financial Group Insurance Agency's INTU Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Intuit (INTU) stake by 56% in Q2 2026, selling an estimated $820K and leaving 1,813 shares worth $473K. The position accounts for 0.05% of the portfolio, ranked #312.

Patriot Financial Group Insurance Agency first reported a position in INTU in Q2 2017 and has held it in 23 quarters since. The position peaked at $1.8M in Q1 2026. 840 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 1,813 shares of Intuit worth $473K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 2,353 Intuit shares in Q2 2026, an estimated $820K.
  • Intuit made up 0.05% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #312 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Intuit in Q2 2017 and has held it in 23 quarters since.
  • Patriot Financial Group Insurance Agency's Intuit position peaked at $1.8M in Q1 2026.
  • 840 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.