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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Pinkerton Retirement Specialists's INTU Position: Q1 2026 in Review

Pinkerton Retirement Specialists reduced its Intuit (INTU) stake by 2.2% in Q1 2026, selling an estimated $48.7K and leaving 4,546 shares worth $3.01M. The position accounts for 0.27% of the portfolio, ranked #88.

Pinkerton Retirement Specialists first reported a position in INTU in Q2 2016 and has held it in 16 quarters since. The position peaked at $3.08M in Q4 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Pinkerton Retirement Specialists held 4,546 shares of Intuit worth $3.01M as of Q1 2026.
  • Pinkerton Retirement Specialists sold 102 Intuit shares in Q1 2026, an estimated $48.7K.
  • Intuit made up 0.27% of Pinkerton Retirement Specialists's portfolio in Q1 2026, its #88 holding.
  • Pinkerton Retirement Specialists first reported a position in Intuit in Q2 2016 and has held it in 16 quarters since.
  • Pinkerton Retirement Specialists's Intuit position peaked at $3.08M in Q4 2025.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Pinkerton Retirement Specialists's 13F filing for Q1 2026, filed 9 Apr 2026.