Values First Advisors’s Intuit INTU Stock Holding History

Values First 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 Q2	–	Sell	-1,142	Closed	-$494K	–	195
2026 Q1	$494K	Buy	1,142 +33	+3%	+$15.7K	0.26%	101
2025 Q4	$734K	Buy	1,109 +166	+18%	+$110K	0.38%	77
2025 Q3	$644K	Sell	943 -10	-1%	-$7.21K	0.34%	81
2025 Q2	$751K	Sell	953 -7	-0.7%	-$4.74K	0.41%	72
2025 Q1	$588K	Hold	960	–	–	0.34%	75
2024 Q4	$603K	Buy	960 +767	+397%	+$490K	0.33%	84
2024 Q3	$120K	Buy	+193	New	+$123K	0.07%	173

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Values First Advisors's INTU Position: Q2 2026 in Review

Values First Advisors sold out of Intuit (INTU) in Q2 2026, closing a stake of 1,142 shares — an estimated $494K sold.

Values First Advisors first reported a position in INTU in Q3 2024 and held it in 7 quarters. The position peaked at $751K in Q2 2025. 1,748 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Values First Advisors reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Values First Advisors sold 1,142 Intuit shares in Q2 2026, an estimated $494K.
Values First Advisors first reported a position in Intuit in Q3 2024 and held it in 7 quarters.
Values First Advisors's Intuit position peaked at $751K in Q2 2025.
1,748 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Values First Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.