Pinnacle Associates’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Pinnacle Associates's INTU Position: Q1 2026 in Review

Pinnacle Associates reduced its Intuit (INTU) stake by 4% in Q1 2026, selling an estimated $58.2K and leaving 2,892 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #483.

Pinnacle Associates first reported a position in INTU in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.39M in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Pinnacle Associates held 2,892 shares of Intuit worth $1.25M as of Q1 2026.
  • Pinnacle Associates sold 122 Intuit shares in Q1 2026, an estimated $58.2K.
  • Intuit made up 0.02% of Pinnacle Associates's portfolio in Q1 2026, its #483 holding.
  • Pinnacle Associates first reported a position in Intuit in Q1 2022 and has held it in 17 quarters since.
  • Pinnacle Associates's Intuit position peaked at $2.39M in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.