Guinness Asset Management’s Intuit INTU Stock Holding History

Guinness 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	$30.7M	Sell	71,115 -3,054	-4%	-$1.46M	0.53%	41
2025 Q4	$50M	Buy	74,169 +7,885	+12%	+$5.21M	0.81%	34
2025 Q3	$46M	Sell	66,284 -3,198	-5%	-$2.31M	0.73%	34
2025 Q2	$54.7M	Sell	69,482 -1,426	-2%	-$965K	0.98%	23
2025 Q1	$43.5M	Buy	70,908 +3,554	+5%	+$2.13M	0.83%	28
2024 Q4	$42.3M	Buy	67,354 +6,075	+10%	+$3.88M	0.8%	29
2024 Q3	$38.1M	Sell	61,279 -1,067	-2%	-$681K	0.72%	29
2024 Q2	$41M	Buy	62,346 +2,282	+4%	+$1.42M	0.85%	25
2024 Q1	$39M	Buy	60,064 +5,064	+9%	+$3.23M	0.81%	29
2023 Q4	$34.4M	Buy	55,000 +414	+0.8%	+$228K	0.75%	29
2023 Q3	$27.9M	Buy	54,586 +3,063	+6%	+$1.55M	0.64%	31
2023 Q2	$23.6M	Buy	51,523 +3,412	+7%	+$1.49M	0.55%	44
2023 Q1	$21.4M	Buy	48,111 +55	+0.1%	+$22.6K	0.55%	43
2022 Q4	$18.7M	Buy	48,056 +526	+1%	+$209K	0.53%	50
2022 Q3	$18.4M	Sell	47,530 -925	-2%	-$400K	0.63%	40
2022 Q2	$18.7M	Buy	+48,455	New	+$20.1M	0.74%	43

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

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

Guinness Asset Management reduced its Intuit (INTU) stake by 4.1% in Q1 2026, selling an estimated $1.46M and leaving 71,115 shares worth $30.7M. The position accounts for 0.53% of the portfolio, ranked #41.

Guinness Asset Management first reported a position in INTU in Q2 2022 and has held it in 16 quarters since. The position peaked at $54.7M in Q2 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Guinness Asset Management held 71,115 shares of Intuit worth $30.7M as of Q1 2026.
Guinness Asset Management sold 3,054 Intuit shares in Q1 2026, an estimated $1.46M.
Intuit made up 0.53% of Guinness Asset Management's portfolio in Q1 2026, its #41 holding.
Guinness Asset Management first reported a position in Intuit in Q2 2022 and has held it in 16 quarters since.
Guinness Asset Management's Intuit position peaked at $54.7M in Q2 2025.
2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Guinness Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.