Liberty One Investment Management’s Intuit INTU Stock Holding History

Liberty One Investment Management’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	$3.43M	Buy	7,925 +2,300	+41%	+$1.1M	0.35%	66
2025 Q4	$3.73M	Sell	5,625 -4,010	-42%	-$2.65M	0.48%	57
2025 Q3	$6.58M	Buy	9,635 +2,326	+32%	+$1.68M	0.37%	54
2025 Q2	$5.76M	Sell	7,309 -440	-6%	-$298K	0.58%	37
2025 Q1	$4.76M	Buy	7,749 +584	+8%	+$351K	0.48%	56
2024 Q4	$4.5M	Buy	7,165 +436	+6%	+$279K	0.49%	52
2024 Q3	$4.18M	Buy	6,729 +315	+5%	+$201K	0.43%	60
2024 Q2	$4.21M	Sell	6,414 -152	-2%	-$94.3K	0.48%	41
2024 Q1	$4.27M	Buy	6,566 +153	+2%	+$97.7K	0.48%	39
2023 Q4	$4.01M	Buy	+6,413	New	+$3.54M	0.49%	34
2023 Q3	–	Sell	-6,071	Closed	-$2.78M	–	163
2023 Q2	$2.78M	Buy	+6,071	New	+$2.66M	0.36%	41

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

Liberty One Investment Management's INTU Position: Q1 2026 in Review

Liberty One Investment Management increased its Intuit (INTU) stake by 41% in Q1 2026, buying an estimated $1.1M and bringing the position to 7,925 shares worth $3.43M. The position accounts for 0.35% of the portfolio, ranked #66.

Liberty One Investment Management first reported a position in INTU in Q2 2023 and has held it in 11 quarters since. The position peaked at $6.58M in Q3 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Liberty One Investment Management held 7,925 shares of Intuit worth $3.43M as of Q1 2026.
Liberty One Investment Management bought 2,300 Intuit shares in Q1 2026, an estimated $1.1M.
Intuit made up 0.35% of Liberty One Investment Management's portfolio in Q1 2026, its #66 holding.
Liberty One Investment Management first reported a position in Intuit in Q2 2023 and has held it in 11 quarters since.
Liberty One Investment Management's Intuit position peaked at $6.58M in Q3 2025.
2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.