NEOS Investment Management’s Intuit INTU Stock Holding History

NEOS 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	$54.8M	Buy	210,096 +19,277	+10%	+$6.71M	0.2%	85
2026 Q1	$82.5M	Buy	190,819 +36,652	+24%	+$17.5M	0.42%	43
2025 Q4	$102M	Buy	154,167 +32,651	+27%	+$21.6M	0.59%	29
2025 Q3	$83M	Buy	121,516 +47,330	+64%	+$34.1M	0.62%	22
2025 Q2	$58.4M	Buy	74,186 +24,707	+50%	+$16.7M	0.72%	21
2025 Q1	$30.4M	Buy	49,479 +13,956	+39%	+$8.38M	0.58%	32
2024 Q4	$22.3M	Buy	35,523 +7,142	+25%	+$4.56M	0.53%	32
2024 Q3	$17.6M	Buy	28,381 +5,054	+22%	+$3.23M	0.53%	34
2024 Q2	$15.3M	Buy	23,327 +7,016	+43%	+$4.35M	0.63%	26
2024 Q1	$10.6M	Buy	16,311 +2,701	+20%	+$1.72M	0.66%	26
2023 Q4	$8.51M	Buy	13,610 +594	+5%	+$328K	0.81%	21
2023 Q3	$6.65M	Buy	+13,016	New	+$6.59M	0.85%	21

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

NEOS Investment Management's INTU Position: Q2 2026 in Review

NEOS Investment Management increased its Intuit (INTU) stake by 10% in Q2 2026, buying an estimated $6.71M and bringing the position to 210,096 shares worth $54.8M. The position accounts for 0.2% of the portfolio, ranked #85.

NEOS Investment Management first reported a position in INTU in Q3 2023 and has held it in 12 quarters since. The position peaked at $102M in Q4 2025. 1,735 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

NEOS Investment Management held 210,096 shares of Intuit worth $54.8M as of Q2 2026.
NEOS Investment Management bought 19,277 Intuit shares in Q2 2026, an estimated $6.71M.
Intuit made up 0.2% of NEOS Investment Management's portfolio in Q2 2026, its #85 holding.
NEOS Investment Management first reported a position in Intuit in Q3 2023 and has held it in 12 quarters since.
NEOS Investment Management's Intuit position peaked at $102M in Q4 2025.
1,735 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.