Bull Oak Capital’s Intuit INTU Stock Holding History

Bull Oak Capital’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	-855	Closed	-$370K	–	42
2026 Q1	$370K	Hold	855	–	–	0.14%	27
2025 Q4	$566K	Hold	855	–	–	0.23%	23
2025 Q3	$584K	Sell	855 -23	-3%	-$16.6K	0.25%	22
2025 Q2	$692K	Hold	878	–	–	0.32%	21
2025 Q1	$539K	Buy	878 +7	+0.8%	+$4.2K	0.29%	17
2024 Q4	$547K	Hold	871	–	–	0.3%	16
2024 Q3	$541K	Sell	871 -134	-13%	-$85.5K	0.31%	17
2024 Q2	$661K	Hold	1,005	–	–	0.43%	14
2024 Q1	$653K	Buy	1,005 +2	+0.2%	+$1.28K	0.44%	14
2023 Q4	$627K	Sell	1,003 -185	-16%	-$102K	0.16%	14
2023 Q3	$607K	Buy	+1,188	New	+$601K	0.66%	10

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

Bull Oak Capital's INTU Position: Q2 2026 in Review

Bull Oak Capital sold out of Intuit (INTU) in Q2 2026, closing a stake of 855 shares — an estimated $370K sold.

Bull Oak Capital first reported a position in INTU in Q3 2023 and held it in 11 quarters. The position peaked at $692K in Q2 2025. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Bull Oak Capital reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Bull Oak Capital sold 855 Intuit shares in Q2 2026, an estimated $370K.
Bull Oak Capital first reported a position in Intuit in Q3 2023 and held it in 11 quarters.
Bull Oak Capital's Intuit position peaked at $692K in Q2 2025.
1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Bull Oak Capital's 13F filing for Q2 2026, filed 10 Aug 2026.