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Perennial Investment Advisors’s Intuit INTU Stock Holding History

Perennial Investment 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 		$251K Buy
960
+304
+46% +$106K 0.02% 489
2026
Q1 		$284K Buy
656
+153
+30% +$73K 0.02% 410
2025
Q4 		$334K Buy
503
+43
+9% +$28.4K 0.03% 353
2025
Q3 		$314K Sell
460
-190
-29% -$137K 0.03% 356
2025
Q2 		$512K Buy
650
+57
+10% +$38.6K 0.05% 260
2025
Q1 		$364K Sell
593
-19
-3% -$11.4K 0.04% 279
2024
Q4 		$385K Buy
612
+51
+9% +$32.6K 0.05% 255
2024
Q3 		$348K Sell
561
-1
-0.2% -$638 0.05% 264
2024
Q2 		$369K Buy
562
+6
+1% +$3.72K 0.05% 246
2024
Q1 		$361K Sell
556
-7
-1% -$4.47K 0.05% 225
2023
Q4 		$352K Sell
563
-5
-0.9% -$2.76K 0.06% 215
2023
Q3 		$290K Sell
568
-4
-0.7% -$2.02K 0.05% 246
2023
Q2 		$262K Buy
+572
New +$250K 0.05% 276
2022
Q2 		– Sell
-455
Closed -$219K – 210
2022
Q1 		$219K Buy
455
+15
+3% +$7.68K 0.07% 192
2021
Q4 		$281K Buy
440
+40
+10% +$24.7K 0.09% 182
2021
Q3 		$216K Buy
+400
New +$216K 0.08% 197

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

Perennial Investment Advisors's INTU Position: Q2 2026 in Review

Perennial Investment Advisors increased its Intuit (INTU) stake by 46% in Q2 2026, buying an estimated $106K and bringing the position to 960 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #489.

Perennial Investment Advisors first reported a position in INTU in Q3 2021 and has held it in 16 quarters since. The position peaked at $512K in Q2 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Perennial Investment Advisors held 960 shares of Intuit worth $251K as of Q2 2026.
  • Perennial Investment Advisors bought 304 Intuit shares in Q2 2026, an estimated $106K.
  • Intuit made up 0.02% of Perennial Investment Advisors's portfolio in Q2 2026, its #489 holding.
  • Perennial Investment Advisors first reported a position in Intuit in Q3 2021 and has held it in 16 quarters since.
  • Perennial Investment Advisors's Intuit position peaked at $512K in Q2 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.