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Pinnacle Associates’s Intuit INTU Stock Holding History

Pinnacle Associates’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
-2,892
Closed -$1.25M – 993
2026
Q1 		$1.25M Sell
2,892
-122
-4% -$58.2K 0.02% 483
2025
Q4 		$2M Buy
3,014
+6
+0.2% +$3.96K 0.03% 399
2025
Q3 		$2.05M Sell
3,008
-22
-0.7% -$15.9K 0.03% 388
2025
Q2 		$2.39M Buy
3,030
+168
+6% +$114K 0.03% 352
2025
Q1 		$1.76M Buy
2,862
+21
+0.7% +$12.6K 0.03% 397
2024
Q4 		$1.79M Buy
2,841
+1,513
+114% +$967K 0.02% 386
2024
Q3 		$830K Buy
1,328
+22
+2% +$14K 0.01% 495
2024
Q2 		$859K Sell
1,306
-83
-6% -$51.5K 0.01% 492
2024
Q1 		$903K Buy
1,389
+61
+5% +$38.9K 0.01% 493
2023
Q4 		$830K Buy
1,328
+3
+0.2% +$1.66K 0.01% 504
2023
Q3 		$677K Buy
1,325
+16
+1% +$8.1K 0.01% 509
2023
Q2 		$600K Buy
1,309
+16
+1% +$7.01K 0.01% 551
2023
Q1 		$577K Buy
1,293
+6
+0.5% +$2.46K 0.01% 493
2022
Q4 		$501K Sell
1,287
-1,129
-47% -$448K 0.01% 499
2022
Q3 		$936K Buy
2,416
+327
+16% +$141K 0.02% 406
2022
Q2 		$805K Buy
2,089
+479
+30% +$198K 0.02% 448
2022
Q1 		$774K Buy
+1,610
New +$824K 0.01% 483

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

Pinnacle Associates's INTU Position: Q2 2026 in Review

Pinnacle Associates sold out of Intuit (INTU) in Q2 2026, closing a stake of 2,892 shares — an estimated $1.25M sold.

Pinnacle Associates first reported a position in INTU in Q1 2022 and held it in 17 quarters. The position peaked at $2.39M in Q2 2025. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Pinnacle Associates reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Pinnacle Associates sold 2,892 Intuit shares in Q2 2026, an estimated $1.25M.
  • Pinnacle Associates first reported a position in Intuit in Q1 2022 and held it in 17 quarters.
  • Pinnacle Associates's Intuit position peaked at $2.39M in Q2 2025.
  • 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.