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Stiles Financial Services’s Intuit INTU Stock Holding History

Stiles Financial Services’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 		$682K Sell
2,614
-154
-6% -$53.6K 0.17% 104
2026
Q1 		$1.2M Sell
2,768
-233
-8% -$111K 0.37% 76
2025
Q4 		$1.99M Sell
3,001
-33
-1% -$21.8K 0.61% 54
2025
Q3 		$2.07M Sell
3,034
-31
-1% -$22.3K 0.65% 50
2025
Q2 		$2.42M Sell
3,065
-118
-4% -$79.9K 0.83% 40
2025
Q1 		$1.96M Sell
3,183
-91
-3% -$54.6K 0.75% 49
2024
Q4 		$2.06M Sell
3,274
-28
-0.8% -$17.9K 0.75% 45
2024
Q3 		$2.05M Sell
3,302
-79
-2% -$50.4K 0.72% 46
2024
Q2 		$2.22M Sell
3,381
-18
-0.5% -$11.2K 0.85% 36
2024
Q1 		$2.21M Sell
3,399
-70
-2% -$44.7K 0.88% 35
2023
Q4 		$2.17M Sell
3,469
-144
-4% -$79.4K 0.98% 32
2023
Q3 		$1.85M Sell
3,613
-145
-4% -$73.4K 0.96% 32
2023
Q2 		$1.72M Sell
3,758
-88
-2% -$38.5K 0.86% 33
2023
Q1 		$1.71M Sell
3,846
-19
-0.5% -$7.8K 0.92% 31
2022
Q4 		$1.5M Sell
3,865
-140
-3% -$55.5K 0.86% 33
2022
Q3 		$1.55M Buy
4,005
+10
+0.3% +$4.32K 0.94% 32
2022
Q2 		$1.54M Buy
3,995
+18
+0.5% +$7.45K 0.93% 29
2022
Q1 		$1.92M Buy
3,977
+233
+6% +$119K 0.96% 29
2021
Q4 		$2.41M Buy
+3,744
New +$2.31M 1.16% 25

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stiles Financial Services's INTU Position: Q2 2026 in Review

Stiles Financial Services reduced its Intuit (INTU) stake by 5.6% in Q2 2026, selling an estimated $53.6K and leaving 2,614 shares worth $682K. The position accounts for 0.17% of the portfolio, ranked #104.

Stiles Financial Services first reported a position in INTU in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.42M in Q2 2025. 1,748 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Stiles Financial Services held 2,614 shares of Intuit worth $682K as of Q2 2026.
  • Stiles Financial Services sold 154 Intuit shares in Q2 2026, an estimated $53.6K.
  • Intuit made up 0.17% of Stiles Financial Services's portfolio in Q2 2026, its #104 holding.
  • Stiles Financial Services first reported a position in Intuit in Q4 2021 and has held it in 19 quarters since.
  • Stiles Financial Services's Intuit position peaked at $2.42M in Q2 2025.
  • 1,748 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.