LOIM
INTU icon

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
Q2 		$4.04M Buy
15,471
+7,546
+95% +$2.63M 0.4% 66
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Liberty One Investment Management's INTU Position: Q2 2026 in Review

Liberty One Investment Management increased its Intuit (INTU) stake by 95% in Q2 2026, buying an estimated $2.63M and bringing the position to 15,471 shares worth $4.04M. The position accounts for 0.4% of the portfolio, ranked #66.

Liberty One Investment Management first reported a position in INTU in Q2 2023 and has held it in 12 quarters since. The position peaked at $6.58M in Q3 2025. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Liberty One Investment Management held 15,471 shares of Intuit worth $4.04M as of Q2 2026.
  • Liberty One Investment Management bought 7,546 Intuit shares in Q2 2026, an estimated $2.63M.
  • Intuit made up 0.4% of Liberty One Investment Management's portfolio in Q2 2026, its #66 holding.
  • Liberty One Investment Management first reported a position in Intuit in Q2 2023 and has held it in 12 quarters since.
  • Liberty One Investment Management's Intuit position peaked at $6.58M in Q3 2025.
  • 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.