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Phoenix Financial’s Intuit INTU Stock Holding History

Phoenix Financial’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
-4,597
Closed -$1.99M – 548
2026
Q1 		$1.99M Sell
4,597
-2,445
-35% -$1.17M 0.02% 178
2025
Q4 		$4.66M Buy
7,042
+203
+3% +$134K 0.05% 135
2025
Q3 		$4.67M Sell
6,839
-7,022
-51% -$5.06M 0.06% 133
2025
Q2 		$10.9M Sell
13,861
-1,690
-11% -$1.14M 0.14% 81
2025
Q1 		$9.56M Buy
15,551
+10,700
+221% +$6.43M 0.15% 97
2024
Q4 		$3.05M Sell
4,851
-5,227
-52% -$3.34M 0.04% 170
2024
Q3 		$6.27M Sell
10,078
-1,467
-13% -$936K 0.09% 120
2024
Q2 		$7.54M Sell
11,545
-333
-3% -$207K 0.11% 104
2024
Q1 		$7.71M Buy
11,878
+9,734
+454% +$6.21M 0.11% 92
2023
Q4 		$1.34M Buy
2,144
+4
+0.2% +$2.21K 0.02% 209
2023
Q3 		$1.1M Sell
2,140
-3,234
-60% -$1.64M 0.02% 222
2023
Q2 		$2.45M Buy
5,374
+4,863
+952% +$2.13M 0.05% 143
2023
Q1 		$228K Buy
+511
New +$210K 0.01% 259
2021
Q2 		– Sell
-3,932
Closed -$1.5M – 360
2021
Q1 		$1.5M Sell
3,932
-363
-8% -$140K 0.03% 254
2020
Q4 		$1.62M Buy
4,295
+3,548
+475% +$1.25M 0.04% 194
2020
Q3 		$228K Hold
747
– – 0.01% 280
2020
Q2 		$203K Buy
+747
New +$205K 0.01% 293

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

Phoenix Financial's INTU Position: Q2 2026 in Review

Phoenix Financial sold out of Intuit (INTU) in Q2 2026, closing a stake of 4,597 shares — an estimated $1.99M sold.

Phoenix Financial first reported a position in INTU in Q2 2020 and held it in 17 quarters. The position peaked at $10.9M in Q2 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Phoenix Financial reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Phoenix Financial sold 4,597 Intuit shares in Q2 2026, an estimated $1.99M.
  • Phoenix Financial first reported a position in Intuit in Q2 2020 and held it in 17 quarters.
  • Phoenix Financial's Intuit position peaked at $10.9M in Q2 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.