Lido Advisors’s Intuit INTU Stock Holding History

Lido Advisors’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	$26.1K	Buy	+100	New	+$34.8K	﹤0.01%	2101
2026 Q1	–	Sell	-1,000	Closed	-$662K	–	2039
2025 Q4	$662K	Hold	1,000	–	–	﹤0.01%	1184
2025 Q3	$683K	Sell	1,000 -5,700	-85%	-$4.11M	﹤0.01%	1101
2025 Q2	$5.28M	Buy	6,700 +3,600	+116%	+$2.44M	0.02%	360
2025 Q1	$1.9M	Sell	3,100 -3,600	-54%	-$2.16M	0.01%	547
2024 Q4	$4.21M	Sell	6,700 -1,500	-18%	-$958K	0.02%	362
2024 Q3	$5.09M	Buy	8,200 +7,200	+720%	+$4.6M	0.03%	304
2024 Q2	$657K	Hold	1,000	–	–	﹤0.01%	833
2024 Q1	$650K	Hold	1,000	–	–	﹤0.01%	809
2023 Q4	$625K	Buy	+1,000	New	+$552K	﹤0.01%	779

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lido Advisors's INTU Position: Q2 2026 in Review

Lido Advisors reduced its Intuit (INTU) stake by 1% in Q2 2026, selling an estimated $114K and leaving 31,525 shares worth $8.23M. The position accounts for 0.02% of the portfolio, ranked #388.

Lido Advisors first reported a position in INTU in Q1 2018 and has held it in 31 quarters since. The position peaked at $28.8M in Q2 2025. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Lido Advisors held 31,525 shares of Intuit worth $8.23M as of Q2 2026.
Lido Advisors sold 328 Intuit shares in Q2 2026, an estimated $114K.
Intuit made up 0.02% of Lido Advisors's portfolio in Q2 2026, its #388 holding.
Lido Advisors first reported a position in Intuit in Q1 2018 and has held it in 31 quarters since.
Lido Advisors's Intuit position peaked at $28.8M in Q2 2025.
1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.