Advisory Research’s Intuit INTU Stock Holding History

Advisory Research’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 Q1	$11.8M	Buy	+27,247	New	+$13M	1.45%	25
2024 Q1	–	Sell	-19,196	Closed	-$12M	–	237
2023 Q4	$12M	Buy	19,196 +662	+4%	+$365K	1.85%	8
2023 Q3	$9.47M	Buy	18,534 +77	+0.4%	+$39K	1.31%	13
2023 Q2	$8.46M	Sell	18,457 -515	-3%	-$226K	1.08%	19
2023 Q1	$8.46M	Sell	18,972 -3,065	-14%	-$1.26M	1.39%	18
2022 Q4	$8.58M	Sell	22,037 -16,504	-43%	-$6.55M	0.81%	30
2022 Q3	$14.9M	Buy	38,541 +9,112	+31%	+$3.94M	1.46%	17
2022 Q2	$11.3M	Sell	29,429 -373	-1%	-$154K	1.11%	21
2022 Q1	$14.3M	Sell	29,802 -108	-0.4%	-$55.3K	1.15%	22
2021 Q4	$19.2M	Sell	29,910 -397	-1%	-$245K	1.51%	14
2021 Q3	$16.4M	Buy	+30,307	New	+$16.3M	1.05%	21
2014 Q2	–	Sell	-888	Closed	-$69K	–	493
2014 Q1	$69K	Buy	+888	New	+$67.8K	﹤0.01%	565

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Advisory Research's INTU Position: Q1 2026 in Review

Advisory Research opened a new position in Intuit (INTU) in Q1 2026: 27,247 shares worth $11.8M. The stake represents 1.45% of the portfolio and ranks #25 among its holdings. This is a return to the name: Advisory Research previously reported a position in INTU as recently as Q4 2023.

Advisory Research first reported a position in INTU in Q1 2014 and has held it in 12 quarters since. The position peaked at $19.2M in Q4 2021. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Advisory Research held 27,247 shares of Intuit worth $11.8M as of Q1 2026.
Intuit was a new Advisory Research position in Q1 2026.
Intuit made up 1.45% of Advisory Research's portfolio in Q1 2026, its #25 holding.
Advisory Research first reported a position in Intuit in Q1 2014 and has held it in 12 quarters since.
Advisory Research's Intuit position peaked at $19.2M in Q4 2021.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Advisory Research's 13F filing for Q1 2026, filed 14 May 2026.