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 Q3	$511K	Sell	1,499 -73	-5%	-$22.9K	0.09%	146
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Legacy Trust's INTU Position: Q3 2026 in Review

Legacy Trust reduced its Intuit (INTU) stake by 4.6% in Q3 2026, selling an estimated $22.9K and leaving 1,499 shares worth $511K. The position accounts for 0.09% of the portfolio, ranked #146.

Legacy Trust first reported a position in INTU in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.1M in Q4 2023. 1,003 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

Legacy Trust held 1,499 shares of Intuit worth $511K as of Q3 2026.
Legacy Trust sold 73 Intuit shares in Q3 2026, an estimated $22.9K.
Intuit made up 0.09% of Legacy Trust's portfolio in Q3 2026, its #146 holding.
Legacy Trust first reported a position in Intuit in Q4 2022 and has held it in 16 quarters since.
Legacy Trust's Intuit position peaked at $4.1M in Q4 2023.
1,003 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.