UF
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Univest Financial’s Intuit INTU Stock Holding History

Univest Financial’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 		$2.41M Buy
9,247
+3,272
+55% +$1.14M 0.12% 112
2026
Q1 		$2.58M Buy
5,975
+2,707
+83% +$1.29M 0.15% 107
2025
Q4 		$2.16M Buy
3,268
+3
+0.1% +$1.98K 0.11% 125
2025
Q3 		$2.23M Sell
3,265
-94
-3% -$67.8K 0.12% 113
2025
Q2 		$2.65M Buy
3,359
+63
+2% +$42.6K 0.16% 102
2025
Q1 		$2.02M Buy
3,296
+407
+14% +$244K 0.13% 115
2024
Q4 		$1.82M Buy
2,889
+623
+27% +$398K 0.11% 122
2024
Q3 		$1.41M Buy
+2,266
New +$1.45M 0.09% 131

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 $3.38T AUM 44.17% 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

Univest Financial's INTU Position: Q2 2026 in Review

Univest Financial increased its Intuit (INTU) stake by 55% in Q2 2026, buying an estimated $1.14M and bringing the position to 9,247 shares worth $2.41M. The position accounts for 0.12% of the portfolio, ranked #112.

Univest Financial first reported a position in INTU in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.65M in Q2 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Univest Financial held 9,247 shares of Intuit worth $2.41M as of Q2 2026.
  • Univest Financial bought 3,272 Intuit shares in Q2 2026, an estimated $1.14M.
  • Intuit made up 0.12% of Univest Financial's portfolio in Q2 2026, its #112 holding.
  • Univest Financial first reported a position in Intuit in Q3 2024 and has held it in 8 quarters since.
  • Univest Financial's Intuit position peaked at $2.65M in Q2 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.