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 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 $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

Delta Asset Management's INTU Position: Q1 2026 in Review

Delta Asset Management held its Intuit (INTU) position steady in Q1 2026 at 228 shares worth $98.6K. The position accounts for 0.01% of the portfolio, ranked #207.

Delta Asset Management first reported a position in INTU in Q2 2018 and has held it in 20 quarters since. The position peaked at $180K in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Delta Asset Management held 228 shares of Intuit worth $98.6K as of Q1 2026.
Delta Asset Management left its Intuit share count unchanged in Q1 2026.
Intuit made up 0.01% of Delta Asset Management's portfolio in Q1 2026, its #207 holding.
Delta Asset Management first reported a position in Intuit in Q2 2018 and has held it in 20 quarters since.
Delta Asset Management's Intuit position peaked at $180K in Q2 2025.
2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Delta Asset Management's 13F filing for Q1 2026, filed 11 May 2026.