Private Advisory Group’s Intuit INTU Stock Holding History

Private Advisory Group’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	-26,142	Closed	-$11.3M	–	321
2026 Q1	$11.3M	Buy	+26,142	New	+$12.5M	0.74%	40
2022 Q1	–	Sell	-506	Closed	-$325K	–	180
2021 Q4	$325K	Buy	+506	New	+$312K	0.06%	114

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Private Advisory Group sold out of Intuit (INTU) in Q2 2026, closing a stake of 26,142 shares — an estimated $11.3M sold.

Private Advisory Group first reported a position in INTU in Q4 2021 and held it in 2 quarters. The position peaked at $11.3M in Q1 2026. 1,748 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Private Advisory Group reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Private Advisory Group sold 26,142 Intuit shares in Q2 2026, an estimated $11.3M.
Private Advisory Group first reported a position in Intuit in Q4 2021 and held it in 2 quarters.
Private Advisory Group's Intuit position peaked at $11.3M in Q1 2026.
1,748 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.