Procyon Advisors
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Procyon Advisors’s Intuit INTU Stock Holding History

Procyon Advisors’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
Q3 		$498K Sell
1,807
-2,936
-62% -$922K 0.02% 362
2026
Q2 		$1.24M Buy
4,743
+917
+24% +$319K 0.05% 253
2026
Q1 		$1.65M Buy
3,826
+235
+7% +$112K 0.08% 209
2025
Q4 		$2.38M Buy
3,591
+1,527
+74% +$1.01M 0.12% 153
2025
Q3 		$1.41M Sell
2,064
-270
-12% -$195K 0.08% 191
2025
Q2 		$1.84M Sell
2,334
-737
-24% -$499K 0.17% 113
2025
Q1 		$1.89M Sell
3,071
-76
-2% -$45.6K 0.11% 178
2024
Q4 		$1.98M Sell
3,147
-3,423
-52% -$2.19M 0.13% 166
2024
Q3 		$4.08M Buy
6,570
+94
+1% +$60K 0.28% 85
2024
Q2 		$4.26M Buy
6,476
+286
+5% +$177K 0.32% 73
2024
Q1 		$4.02M Buy
6,190
+3,020
+95% +$1.93M 0.31% 75
2023
Q4 		$1.98M Buy
3,170
+910
+40% +$502K 0.17% 137
2023
Q3 		$1.15M Buy
2,260
+606
+37% +$307K 0.12% 178
2023
Q2 		$758K Buy
1,654
+641
+63% +$281K 0.1% 200
2023
Q1 		$452K Buy
1,013
+493
+95% +$202K 0.08% 237
2022
Q4 		$202K Sell
520
-17
-3% -$6.74K 0.04% 349
2022
Q3 		$208K Sell
537
-173
-24% -$74.7K 0.05% 296
2022
Q2 		$274K Buy
710
+27
+4% +$11.2K 0.06% 264
2022
Q1 		$328K Sell
683
-114
-14% -$58.4K 0.07% 247
2021
Q4 		$513K Buy
797
+274
+52% +$169K 0.11% 182
2021
Q3 		$282K Buy
523
+13
+3% +$7.01K 0.07% 250
2021
Q2 		$250K Buy
+510
New +$221K 0.07% 250
2020
Q3 		– Sell
-495
Closed -$147K – 601
2020
Q2 		$147K Hold
495
– – 0.08% 230
2020
Q1 		$114K Hold
495
– – 0.08% 227
2019
Q4 		$130K Buy
+495
New +$129K 0.08% 232

Other funds holding INTU

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Procyon Advisors's INTU Position: Q3 2026 in Review

Procyon Advisors reduced its Intuit (INTU) stake by 62% in Q3 2026, selling an estimated $922K and leaving 1,807 shares worth $498K. The position accounts for 0.02% of the portfolio, ranked #362.

Procyon Advisors first reported a position in INTU in Q4 2019 and has held it in 25 quarters since. The position peaked at $4.26M in Q2 2024. 1,097 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Procyon Advisors held 1,807 shares of Intuit worth $498K as of Q3 2026.
  • Procyon Advisors sold 2,936 Intuit shares in Q3 2026, an estimated $922K.
  • Intuit made up 0.02% of Procyon Advisors's portfolio in Q3 2026, its #362 holding.
  • Procyon Advisors first reported a position in Intuit in Q4 2019 and has held it in 25 quarters since.
  • Procyon Advisors's Intuit position peaked at $4.26M in Q2 2024.
  • 1,097 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Procyon Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.