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Pinkerton Retirement Specialists’s Intuit INTU Stock Holding History

Pinkerton Retirement Specialists’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 		$2.97M Buy
6,858
+2,312
+51% +$805K 0.25% 67
2026
Q1 		$3.01M Sell
4,546
-102
-2% -$48.7K 0.27% 88
2025
Q4 		$3.08M Buy
4,648
+217
+5% +$143K 0.32% 86
2025
Q3 		$3.03M Buy
4,431
+634
+17% +$457K 0.33% 84
2025
Q2 		$2.99M Sell
3,797
-98
-3% -$66.3K 0.36% 66
2025
Q1 		$2.39M Sell
3,895
-127
-3% -$76.3K 0.31% 60
2024
Q4 		$2.53M Sell
4,022
-41
-1% -$26.2K 0.37% 67
2024
Q3 		$2.52M Buy
4,063
+116
+3% +$74K 0.37% 69
2024
Q2 		$2.59M Buy
3,947
+201
+5% +$125K 0.4% 62
2024
Q1 		$2.43M Sell
3,746
-435
-10% -$278K 0.39% 64
2023
Q4 		$2.61M Sell
4,181
-253
-6% -$140K 0.5% 50
2023
Q3 		$2.27M Sell
4,434
-115
-3% -$58.2K 0.49% 60
2023
Q2 		$2.08M Sell
4,549
-61
-1% -$26.7K 0.41% 69
2023
Q1 		$2.06M Buy
+4,610
New +$1.89M 0.38% 73
2017
Q1 		– Sell
-78
Closed -$9K – 306
2016
Q4 		$9K Hold
78
– – ﹤0.01% 407
2016
Q3 		$9K Buy
78
+17
+28% +$1.9K ﹤0.01% 410
2016
Q2 		$7K Buy
+61
New +$6.38K ﹤0.01% 430

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

Pinkerton Retirement Specialists's INTU Position: Q2 2026 in Review

Pinkerton Retirement Specialists increased its Intuit (INTU) stake by 51% in Q2 2026, buying an estimated $805K and bringing the position to 6,858 shares worth $2.97M. The position accounts for 0.25% of the portfolio, ranked #67.

Pinkerton Retirement Specialists first reported a position in INTU in Q2 2016 and has held it in 17 quarters since. The position peaked at $3.08M in Q4 2025. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Pinkerton Retirement Specialists held 6,858 shares of Intuit worth $2.97M as of Q2 2026.
  • Pinkerton Retirement Specialists bought 2,312 Intuit shares in Q2 2026, an estimated $805K.
  • Intuit made up 0.25% of Pinkerton Retirement Specialists's portfolio in Q2 2026, its #67 holding.
  • Pinkerton Retirement Specialists first reported a position in Intuit in Q2 2016 and has held it in 17 quarters since.
  • Pinkerton Retirement Specialists's Intuit position peaked at $3.08M in Q4 2025.
  • 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Pinkerton Retirement Specialists's 13F filing for Q2 2026, filed 30 Jul 2026.