Costello Asset Management’s Intuit INTU Stock Holding History

Costello Asset Management’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	$187K	Hold	715	–	–	0.06%	124
2026 Q1	$309K	Buy	715 +2	+0.3%	+$954	0.11%	83
2025 Q4	$472K	Hold	713	–	–	0.16%	71
2025 Q3	$487K	Hold	713	–	–	0.16%	67
2025 Q2	$562K	Hold	713	–	–	0.21%	59
2025 Q1	$438K	Buy	+713	New	+$428K	0.18%	62

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

Costello Asset Management's INTU Position: Q2 2026 in Review

Costello Asset Management held its Intuit (INTU) position steady in Q2 2026 at 715 shares worth $187K. The position accounts for 0.06% of the portfolio, ranked #124.

Costello Asset Management first reported a position in INTU in Q1 2025 and has held it in 6 quarters since. The position peaked at $562K in Q2 2025. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Costello Asset Management held 715 shares of Intuit worth $187K as of Q2 2026.
Costello Asset Management left its Intuit share count unchanged in Q2 2026.
Intuit made up 0.06% of Costello Asset Management's portfolio in Q2 2026, its #124 holding.
Costello Asset Management first reported a position in Intuit in Q1 2025 and has held it in 6 quarters since.
Costello Asset Management's Intuit position peaked at $562K in Q2 2025.
1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.