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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
2025
Q2 		– Sell
-1,405
Closed -$669K – 284
2025
Q1 		$669K Buy
+1,405
New +$844K 0.13% 129

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
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.