Legacy Trust’s Intuit INTU Stock Holding History

Legacy Trust’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	$410K	Sell	1,572 -49	-3%	-$17.1K	0.07%	154
2026 Q1	$701K	Sell	1,621 -317	-16%	-$151K	0.13%	109
2025 Q4	$1.28M	Hold	1,938	–	–	0.24%	74
2025 Q3	$1.32M	Buy	1,938 +225	+13%	+$162K	0.26%	70
2025 Q2	$1.35M	Hold	1,713	–	–	0.33%	62
2025 Q1	$1.05M	Buy	1,713 +36	+2%	+$21.6K	0.25%	72
2024 Q4	$1.05M	Sell	1,677 -3,139	-65%	-$2.01M	0.24%	70
2024 Q3	$2.99M	Sell	4,816 -45	-0.9%	-$28.7K	0.69%	51
2024 Q2	$3.19M	Hold	4,861	–	–	0.79%	44
2024 Q1	$3.16M	Sell	4,861 -1,702	-26%	-$1.09M	0.79%	43
2023 Q4	$4.1M	Sell	6,563 -19	-0.3%	-$10.5K	1.07%	34
2023 Q3	$3.36M	Sell	6,582 -11	-0.2%	-$5.57K	0.98%	39
2023 Q2	$3.02M	Buy	6,593 +6	+0.1%	+$2.63K	0.83%	41
2023 Q1	$2.94M	Buy	6,587 +261	+4%	+$107K	0.87%	39
2022 Q4	$2.46M	Buy	+6,326	New	+$2.51M	0.76%	44

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Legacy Trust's INTU Position: Q2 2026 in Review

Legacy Trust reduced its Intuit (INTU) stake by 3% in Q2 2026, selling an estimated $17.1K and leaving 1,572 shares worth $410K. The position accounts for 0.07% of the portfolio, ranked #154.

Legacy Trust first reported a position in INTU in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.1M in Q4 2023. 1,750 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Legacy Trust held 1,572 shares of Intuit worth $410K as of Q2 2026.
Legacy Trust sold 49 Intuit shares in Q2 2026, an estimated $17.1K.
Intuit made up 0.07% of Legacy Trust's portfolio in Q2 2026, its #154 holding.
Legacy Trust first reported a position in Intuit in Q4 2022 and has held it in 15 quarters since.
Legacy Trust's Intuit position peaked at $4.1M in Q4 2023.
1,750 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.