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USA Financial Formulas’s Intuit INTU Stock Holding History

USA Financial Formulas’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
-17
Closed -$7.35K – 472
2026
Q1 		$7.35K Hold
17
– – ﹤0.01% 315
2025
Q4 		$11.3K Sell
17
-2,435
-99% -$1.61M ﹤0.01% 277
2025
Q3 		$1.67M Buy
+2,452
New +$1.77M 0.3% 27
2025
Q1 		– Sell
-25
Closed -$15.7K – 329
2024
Q4 		$15.7K Buy
25
+1
+4% +$639 ﹤0.01% 280
2024
Q3 		$14.9K Sell
24
-2,074
-99% -$1.32M ﹤0.01% 255
2024
Q2 		$1.38M Sell
2,098
-1,114
-35% -$691K 0.22% 31
2024
Q1 		$2.09M Sell
3,212
-1,306
-29% -$834K 0.34% 15
2023
Q4 		$2.82M Buy
4,518
+3,888
+617% +$2.14M 0.49% 15
2023
Q3 		$322K Buy
630
+626
+15,650% +$317K 0.48% 59
2023
Q2 		$1.83K Hold
4
– – ﹤0.01% 309
2023
Q1 		$1.78K Buy
+4
New +$1.64K ﹤0.01% 230
2022
Q3 		$2K Sell
6
-9
-60% -$3.89K ﹤0.01% 180
2022
Q2 		$6K Buy
15
+1
+7% +$414 0.01% 150
2022
Q1 		$7K Sell
14
-4,720
-100% -$2.42M 0.01% 167
2021
Q4 		$3.04M Buy
4,734
+1,020
+27% +$630K 2.61% 4
2021
Q3 		$2M Buy
3,714
+1,289
+53% +$695K 1.79% 3
2021
Q2 		$1.19M Buy
2,425
+2,421
+60,525% +$1.05M 1% 25
2021
Q1 		$2K Sell
4
-2,089
-100% -$804K ﹤0.01% 267
2020
Q4 		$795K Buy
2,093
+2,080
+16,000% +$730K 0.63% 73
2020
Q3 		$4K Hold
13
– – ﹤0.01% 183
2020
Q2 		$4K Buy
+13
New +$3.57K ﹤0.01% 101
2020
Q1 		– Sell
-9
Closed -$2K – 263
2019
Q4 		$2K Buy
+9
New +$2.35K ﹤0.01% 203
2017
Q3 		– Sell
-3,527
Closed -$468K – 291
2017
Q2 		$468K Buy
+3,527
New +$457K 0.11% 175

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

USA Financial Formulas's INTU Position: Q2 2026 in Review

USA Financial Formulas sold out of Intuit (INTU) in Q2 2026, closing a stake of 17 shares — an estimated $7.35K sold.

USA Financial Formulas first reported a position in INTU in Q2 2017 and held it in 23 quarters. The position peaked at $3.04M in Q4 2021. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • USA Financial Formulas reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • USA Financial Formulas sold 17 Intuit shares in Q2 2026, an estimated $7.35K.
  • USA Financial Formulas first reported a position in Intuit in Q2 2017 and held it in 23 quarters.
  • USA Financial Formulas's Intuit position peaked at $3.04M in Q4 2021.
  • 1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.