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 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 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

Legacy Capital Group California's INTU Position: Q1 2026 in Review

Legacy Capital Group California increased its Intuit (INTU) stake by 53% in Q1 2026, buying an estimated $364K and bringing the position to 2,210 shares worth $955K. The position accounts for 0.36% of the portfolio, ranked #75.

Legacy Capital Group California first reported a position in INTU in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.15M in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Legacy Capital Group California held 2,210 shares of Intuit worth $955K as of Q1 2026.
Legacy Capital Group California bought 764 Intuit shares in Q1 2026, an estimated $364K.
Intuit made up 0.36% of Legacy Capital Group California's portfolio in Q1 2026, its #75 holding.
Legacy Capital Group California first reported a position in Intuit in Q1 2023 and has held it in 13 quarters since.
Legacy Capital Group California's Intuit position peaked at $1.15M in Q2 2025.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.