Private Advisor Group’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
-1,439,238
Closed -$3.76M 1678
2019
Q3
$3.76M Buy
+1,439,238
New +$396M 0.06% 340

Other funds holding INTU

Private Advisor Group's INTU Position: Q2 2026 in Review

Private Advisor Group reduced its Intuit (INTU) stake by 63% in Q2 2026, selling an estimated $1.92M and leaving 3,261 shares worth $851K. The position accounts for ﹤0.01% of the portfolio, ranked #1470.

Private Advisor Group first reported a position in INTU in Q3 2014 and has held it in 45 quarters since. The position peaked at $10.8M in Q3 2021. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Private Advisor Group held 3,261 shares of Intuit worth $851K as of Q2 2026.
  • Private Advisor Group sold 5,498 Intuit shares in Q2 2026, an estimated $1.92M.
  • Intuit made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1470 holding.
  • Private Advisor Group first reported a position in Intuit in Q3 2014 and has held it in 45 quarters since.
  • Private Advisor Group's Intuit position peaked at $10.8M in Q3 2021.
  • 625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.