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 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 $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 Trust's INTU Position: Q1 2026 in Review

Legacy Trust reduced its Intuit (INTU) stake by 16% in Q1 2026, selling an estimated $151K and leaving 1,621 shares worth $701K. The position accounts for 0.13% of the portfolio, ranked #109.

Legacy Trust first reported a position in INTU in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.1M in Q4 2023. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Legacy Trust held 1,621 shares of Intuit worth $701K as of Q1 2026.
Legacy Trust sold 317 Intuit shares in Q1 2026, an estimated $151K.
Intuit made up 0.13% of Legacy Trust's portfolio in Q1 2026, its #109 holding.
Legacy Trust first reported a position in Intuit in Q4 2022 and has held it in 14 quarters since.
Legacy Trust's Intuit position peaked at $4.1M in Q4 2023.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.