LIS
INTU icon

Legacy Investment Solutions’s Intuit INTU Stock Holding History

Legacy Investment Solutions’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 		$85.1K Buy
+108
New +$73.1K 0.04% 119
2024
Q4 		$68.3K Buy
118
+18
+18% +$11.5K 0.04% 107
2024
Q3 		$70.6K Buy
+100
New +$63.8K 0.04% 100

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legacy Investment Solutions's INTU Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Intuit (INTU) in Q2 2025: 108 shares worth $85.1K. The stake represents 0.04% of the portfolio and ranks #119 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in INTU as recently as Q4 2024.

Legacy Investment Solutions first reported a position in INTU in Q3 2024 and has held it in 3 quarters since. 2,208 funds tracked by Wall St. Rank hold INTU as of Q2 2025.

  • Legacy Investment Solutions held 108 shares of Intuit worth $85.1K as of Q2 2025.
  • Intuit was a new Legacy Investment Solutions position in Q2 2025.
  • Intuit made up 0.04% of Legacy Investment Solutions's portfolio in Q2 2025, its #119 holding.
  • Legacy Investment Solutions first reported a position in Intuit in Q3 2024 and has held it in 3 quarters since.
  • 2,208 funds tracked by Wall St. Rank held Intuit as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.