Principal Securities’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.64M Sell
6,286
-1,920
-23% -$669K 0.02% 624
2026
Q1
$3.55M Buy
8,206
+1,976
+32% +$943K 0.05% 330
2025
Q4
$4.13M Buy
6,230
+693
+13% +$458K 0.06% 290
2025
Q3
$3.78M Buy
5,537
+856
+18% +$617K 0.06% 285
2025
Q2
$3.69M Sell
4,681
-2,604
-36% -$1.76M 0.07% 272
2025
Q1
$4.58M Buy
7,285
+50
+0.7% +$30K 0.1% 195
2024
Q4
$4.55M Buy
7,235
+347
+5% +$222K 0.1% 195
2024
Q3
$4.28M Buy
6,888
+606
+10% +$387K 0.1% 191
2024
Q2
$4.13M Buy
6,282
+909
+17% +$564K 0.11% 167
2024
Q1
$3.49M Buy
5,373
+603
+13% +$385K 0.11% 182
2023
Q4
$2.98M Buy
+4,770
New +$2.63M 0.11% 176

Other funds holding INTU

Principal Securities's INTU Position: Q2 2026 in Review

Principal Securities reduced its Intuit (INTU) stake by 23% in Q2 2026, selling an estimated $669K and leaving 6,286 shares worth $1.64M. The position accounts for 0.02% of the portfolio, ranked #624.

Principal Securities first reported a position in INTU in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.58M in Q1 2025. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Principal Securities held 6,286 shares of Intuit worth $1.64M as of Q2 2026.
  • Principal Securities sold 1,920 Intuit shares in Q2 2026, an estimated $669K.
  • Intuit made up 0.02% of Principal Securities's portfolio in Q2 2026, its #624 holding.
  • Principal Securities first reported a position in Intuit in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Intuit position peaked at $4.58M in Q1 2025.
  • 1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.