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 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

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 $3.37T AUM 44.26% 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

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

Fulcrum Asset Management increased its Intuit (INTU) stake by 12% in Q1 2026, buying an estimated $82.5K and bringing the position to 1,591 shares worth $683K. The position accounts for 0.1% of the portfolio, ranked #118.

Fulcrum Asset Management first reported a position in INTU in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.18M in Q2 2025. 2,009 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Fulcrum Asset Management held 1,591 shares of Intuit worth $683K as of Q1 2026.
Fulcrum Asset Management bought 173 Intuit shares in Q1 2026, an estimated $82.5K.
Intuit made up 0.1% of Fulcrum Asset Management's portfolio in Q1 2026, its #118 holding.
Fulcrum Asset Management first reported a position in Intuit in Q2 2025 and has held it in 4 quarters since.
Fulcrum Asset Management's Intuit position peaked at $1.18M in Q2 2025.
2,009 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.