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Legacy Capital Group California’s Intuit INTU Stock Holding History

Legacy Capital Group California’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 		$1.22M Buy
4,659
+2,449
+111% +$853K 0.37% 72
2026
Q1 		$955K Buy
2,210
+764
+53% +$364K 0.36% 75
2025
Q4 		$958K Sell
1,446
-16
-1% -$10.6K 0.23% 112
2025
Q3 		$998K Hold
1,462
– – 0.25% 102
2025
Q2 		$1.15M Buy
1,462
+2
+0.1% +$1.35K 0.32% 78
2025
Q1 		$896K Sell
1,460
-9
-0.6% -$5.41K 0.31% 76
2024
Q4 		$923K Sell
1,469
-49
-3% -$31.3K 0.28% 83
2024
Q3 		$943K Sell
1,518
-10
-0.7% -$6.38K 0.31% 82
2024
Q2 		$1M Sell
1,528
-51
-3% -$31.6K 0.36% 69
2024
Q1 		$1.03M Sell
1,579
-58
-4% -$37K 0.38% 70
2023
Q4 		$1.02M Sell
1,637
-12
-0.7% -$6.62K 0.4% 62
2023
Q3 		$842K Buy
1,649
+24
+1% +$12.1K 0.36% 77
2023
Q2 		$744K Buy
1,625
+48
+3% +$21K 0.31% 93
2023
Q1 		$703K Buy
+1,577
New +$647K 0.34% 87

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

Legacy Capital Group California's INTU Position: Q2 2026 in Review

Legacy Capital Group California increased its Intuit (INTU) stake by 111% in Q2 2026, buying an estimated $853K and bringing the position to 4,659 shares worth $1.22M. The position accounts for 0.37% of the portfolio, ranked #72.

Legacy Capital Group California first reported a position in INTU in Q1 2023 and has held it in 14 quarters since. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Legacy Capital Group California held 4,659 shares of Intuit worth $1.22M as of Q2 2026.
  • Legacy Capital Group California bought 2,449 Intuit shares in Q2 2026, an estimated $853K.
  • Intuit made up 0.37% of Legacy Capital Group California's portfolio in Q2 2026, its #72 holding.
  • Legacy Capital Group California first reported a position in Intuit in Q1 2023 and has held it in 14 quarters since.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.