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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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Arrowstreet Capital
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.