Lido Advisors’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$13.8M Sell
31,853
-720
-2% -$343K 0.04% 266
2025
Q4
$22.2M Sell
32,573
-33
-0.1% -$21.8K 0.07% 186
2025
Q3
$22.3M Sell
32,606
-4,007
-11% -$2.89M 0.07% 171
2025
Q2
$28.8M Buy
36,613
+5,632
+18% +$3.81M 0.11% 114
2025
Q1
$19M Buy
30,981
+1,349
+5% +$810K 0.09% 143
2024
Q4
$18.6M Buy
29,632
+2,662
+10% +$1.7M 0.08% 142
2024
Q3
$16.7M Sell
26,970
-2,237
-8% -$1.43M 0.08% 129
2024
Q2
$19.2M Buy
29,207
+186
+0.6% +$115K 0.11% 101
2024
Q1
$18.9M Buy
29,021
+12,748
+78% +$8.14M 0.11% 95
2023
Q4
$10.2M Buy
16,273
+941
+6% +$519K 0.07% 156
2023
Q3
$7.83M Sell
15,332
-5,391
-26% -$2.73M 0.06% 169
2023
Q2
$9.5M Buy
20,723
+2,086
+11% +$914K 0.07% 149
2023
Q1
$8.31M Buy
18,637
+15,920
+586% +$6.54M 0.08% 147
2022
Q4
$1.06M Buy
2,717
+1,190
+78% +$472K 0.01% 401
2022
Q3
$591K Buy
1,527
+221
+17% +$95.5K 0.01% 510
2022
Q2
$503K Sell
1,306
-15
-1% -$6.21K 0.01% 540
2022
Q1
$635K Buy
1,321
+145
+12% +$74.2K 0.01% 521
2021
Q4
$756K Buy
1,176
+141
+14% +$87K 0.01% 485
2021
Q3
$558K Buy
1,035
+19
+2% +$10.2K 0.01% 549
2021
Q2
$498K Buy
1,016
+57
+6% +$24.7K 0.01% 550
2021
Q1
$368K Sell
959
-3,641
-79% -$1.4M 0.01% 591
2020
Q4
$1.75M Buy
4,600
+3,462
+304% +$1.22M 0.04% 227
2020
Q3
$371K Buy
1,138
+104
+10% +$32.5K 0.01% 438
2020
Q2
$306K Sell
1,034
-938
-48% -$257K 0.01% 444
2020
Q1
$454K Sell
1,972
-73
-4% -$19.8K 0.02% 334
2019
Q4
$536K Buy
2,045
+1,019
+99% +$266K 0.02% 375
2019
Q3
$273K Sell
1,026
-26
-2% -$7.15K 0.01% 475
2019
Q2
$274K Sell
1,052
-339
-24% -$86.1K 0.02% 443
2019
Q1
$363K Buy
+1,391
New +$321K 0.02% 344
2018
Q2
Sell
-1,375
Closed -$238K 436
2018
Q1
$238K Buy
+1,375
New +$231K 0.03% 319

Other funds holding INTU

Lido Advisors's INTU Position: Q1 2026 in Review

Lido Advisors reduced its Intuit (INTU) stake by 2.2% in Q1 2026, selling an estimated $343K and leaving 31,853 shares worth $13.8M. The position accounts for 0.04% of the portfolio, ranked #266.

Lido Advisors first reported a position in INTU in Q1 2018 and has held it in 30 quarters since. The position peaked at $28.8M in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Lido Advisors held 31,853 shares of Intuit worth $13.8M as of Q1 2026.
  • Lido Advisors sold 720 Intuit shares in Q1 2026, an estimated $343K.
  • Intuit made up 0.04% of Lido Advisors's portfolio in Q1 2026, its #266 holding.
  • Lido Advisors first reported a position in Intuit in Q1 2018 and has held it in 30 quarters since.
  • Lido Advisors's Intuit position peaked at $28.8M in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.