Delta Asset Management’s Intuit INTU Stock Holding History

Delta 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	$67.3K	Buy	258 +30	+13%	+$10.4K	0.01%	241
2026 Q1	$98.6K	Hold	228	–	–	0.01%	207
2025 Q4	$151K	Hold	228	–	–	0.01%	163
2025 Q3	$156K	Hold	228	–	–	0.01%	164
2025 Q2	$180K	Hold	228	–	–	0.02%	152
2025 Q1	$140K	Hold	228	–	–	0.01%	168
2024 Q4	$143K	Hold	228	–	–	0.01%	174
2024 Q3	$142K	Sell	228 -2	-0.9%	-$1.28K	0.01%	174
2024 Q2	$151K	Hold	230	–	–	0.01%	161
2024 Q1	$150K	Hold	230	–	–	0.01%	167
2023 Q4	$144K	Buy	230 +2	+0.9%	+$1.1K	0.01%	165
2023 Q3	$116K	Hold	228	–	–	0.01%	170
2023 Q2	$104K	Hold	228	–	–	0.01%	184
2023 Q1	$102K	Hold	228	–	–	0.01%	174
2022 Q4	$88.7K	Buy	+228	New	+$90.4K	0.01%	181
2022 Q1	–	Sell	-228	Closed	-$147K	–	345
2021 Q4	$147K	Hold	228	–	–	0.01%	153
2021 Q3	$123K	Hold	228	–	–	0.01%	155
2021 Q2	$112K	Hold	228	–	–	0.01%	165
2021 Q1	$87K	Buy	+228	New	+$87.8K	0.01%	191
2018 Q4	–	Sell	-9	Closed	-$2K	–	670
2018 Q3	$2K	Hold	9	–	–	﹤0.01%	610
2018 Q2	$2K	Buy	+9	New	+$1.73K	﹤0.01%	596

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

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

Delta Asset Management increased its Intuit (INTU) stake by 13% in Q2 2026, buying an estimated $10.4K and bringing the position to 258 shares worth $67.3K. The position accounts for 0.01% of the portfolio, ranked #241.

Delta Asset Management first reported a position in INTU in Q2 2018 and has held it in 21 quarters since. The position peaked at $180K in Q2 2025. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Delta Asset Management held 258 shares of Intuit worth $67.3K as of Q2 2026.
Delta Asset Management bought 30 Intuit shares in Q2 2026, an estimated $10.4K.
Intuit made up 0.01% of Delta Asset Management's portfolio in Q2 2026, its #241 holding.
Delta Asset Management first reported a position in Intuit in Q2 2018 and has held it in 21 quarters since.
Delta Asset Management's Intuit position peaked at $180K in Q2 2025.
1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Delta Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.