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Stonehage Fleming Financial Services’s Intuit INTU Stock Holding History

Stonehage Fleming 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 		$559K Sell
2,143
-23
-1% -$8.01K 0.02% 110
2026
Q1 		$937K Sell
2,166
-54
-2% -$25.8K 0.03% 81
2025
Q4 		$1.47M Hold
2,220
– – 0.05% 49
2025
Q3 		$1.52M Hold
2,220
– – 0.04% 51
2025
Q2 		$1.75M Hold
2,220
– – 0.05% 46
2025
Q1 		$1.36M Buy
2,220
+454
+26% +$273K 0.05% 45
2024
Q4 		$1.11M Sell
1,766
-1
-0.1% -$639 0.03% 55
2024
Q3 		$1.1M Sell
1,767
-6
-0.3% -$3.83K 0.03% 52
2024
Q2 		$1.17M Sell
1,773
-372
-17% -$231K 0.03% 48
2024
Q1 		$944K Buy
2,145
+368
+21% +$235K 0.06% 42
2023
Q4 		$1.11M Sell
1,777
-128
-7% -$70.6K 0.03% 54
2023
Q3 		$976K Sell
1,905
-162
-8% -$82K 0.09% 67
2023
Q2 		$942K Sell
2,067
-78
-4% -$34.2K 0.03% 65
2023
Q1 		$944K Buy
2,145
+121
+6% +$49.7K 0.06% 42
2022
Q4 		$791K Buy
2,024
+81
+4% +$32.1K 0.06% 50
2022
Q3 		$771K Hold
1,943
– – 0.06% 52
2022
Q2 		$757K Sell
1,943
-35
-2% -$14.5K 0.03% 88
2022
Q1 		$933K Hold
1,978
– – 0.03% 80
2021
Q4 		$1.27M Hold
1,978
– – 0.03% 70
2021
Q3 		$1.08M Hold
1,978
– – 0.03% 75
2021
Q2 		$972K Sell
1,978
-139
-7% -$60.3K 0.03% 78
2021
Q1 		$791K Hold
2,117
– – 0.03% 90
2020
Q4 		$795K Hold
2,117
– – 0.03% 88
2020
Q3 		$685K Hold
2,117
– – 0.03% 85
2020
Q2 		$609K Hold
2,117
– – 0.04% 72
2020
Q1 		$504K Buy
+2,117
New +$573K 0.03% 89

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

Stonehage Fleming Financial Services's INTU Position: Q2 2026 in Review

Stonehage Fleming Financial Services reduced its Intuit (INTU) stake by 1.1% in Q2 2026, selling an estimated $8.01K and leaving 2,143 shares worth $559K. The position accounts for 0.02% of the portfolio, ranked #110.

Stonehage Fleming Financial Services first reported a position in INTU in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.75M in Q2 2025. 1,743 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Stonehage Fleming Financial Services held 2,143 shares of Intuit worth $559K as of Q2 2026.
  • Stonehage Fleming Financial Services sold 23 Intuit shares in Q2 2026, an estimated $8.01K.
  • Intuit made up 0.02% of Stonehage Fleming Financial Services's portfolio in Q2 2026, its #110 holding.
  • Stonehage Fleming Financial Services first reported a position in Intuit in Q1 2020 and has held it in 26 quarters since.
  • Stonehage Fleming Financial Services's Intuit position peaked at $1.75M in Q2 2025.
  • 1,743 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Stonehage Fleming Financial Services's 13F filing for Q2 2026, filed 17 Aug 2026.