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 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 $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

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.