Fulcrum Asset Management’s Intuit INTU Stock Holding History

Fulcrum 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	$356K	Sell	1,338 -253	-16%	-$88.1K	0.04%	321
2026 Q1	$683K	Buy	1,591 +173	+12%	+$82.5K	0.1%	118
2025 Q4	$950K	Sell	1,418 -42	-3%	-$27.8K	0.26%	70
2025 Q3	$997K	Sell	1,460 -39	-3%	-$28.1K	0.28%	71
2025 Q2	$1.18M	Buy	+1,499	New	+$1.01M	0.34%	60
2022 Q1	–	Hold	0	–	–	–	114
2021 Q1	–	Hold	0	–	–	–	68
2020 Q3	–	Hold	0	–	–	–	32

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 $3.38T AUM 44.17% 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

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

Fulcrum Asset Management reduced its Intuit (INTU) stake by 16% in Q2 2026, selling an estimated $88.1K and leaving 1,338 shares worth $356K. The position accounts for 0.04% of the portfolio, ranked #321.

Fulcrum Asset Management first reported a position in INTU in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.18M in Q2 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Fulcrum Asset Management held 1,338 shares of Intuit worth $356K as of Q2 2026.
Fulcrum Asset Management sold 253 Intuit shares in Q2 2026, an estimated $88.1K.
Intuit made up 0.04% of Fulcrum Asset Management's portfolio in Q2 2026, its #321 holding.
Fulcrum Asset Management first reported a position in Intuit in Q2 2025 and has held it in 5 quarters since.
Fulcrum Asset Management's Intuit position peaked at $1.18M in Q2 2025.
1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.