S.A. Mason
INTU icon

S.A. Mason’s Intuit INTU Stock Holding History

S.A. Mason’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
Q3 		$906K Sell
3,285
-229
-7% -$72K 0.27% 89
2026
Q2 		$917K Sell
3,514
-1,603
-31% -$558K 0.28% 83
2026
Q1 		$2.21M Buy
5,117
+7
+0.1% +$3.34K 0.83% 27
2025
Q4 		$3.39M Sell
5,110
-25
-0.5% -$16.5K 1.34% 16
2025
Q3 		$3.51M Hold
5,135
– – 1.55% 13
2025
Q2 		$4.04M Sell
5,135
-23
-0.4% -$15.6K 1.96% 10
2025
Q1 		$3.17M Sell
5,158
-124
-2% -$74.5K 1.67% 11
2024
Q4 		$3.32M Sell
5,282
-105
-2% -$67.1K 1.74% 11
2024
Q3 		$3.35M Buy
5,387
+12
+0.2% +$7.66K 1.77% 11
2024
Q2 		$3.53M Sell
5,375
-14
-0.3% -$8.68K 2.01% 10
2024
Q1 		$3.5M Sell
5,389
-251
-4% -$160K 2.11% 10
2023
Q4 		$3.53M Sell
5,640
-89
-2% -$49.1K 2.36% 9
2023
Q3 		$2.93M Sell
5,729
-84
-1% -$42.5K 2.11% 10
2023
Q2 		$2.59M Hold
5,813
– – 1.88% 10
2023
Q1 		$2.59M Sell
5,813
-29
-0.5% -$11.9K 1.88% 10
2022
Q4 		$2.27M Sell
5,842
-55
-0.9% -$21.8K 1.71% 9
2022
Q3 		$2.28M Sell
5,897
-195
-3% -$84.2K 1.81% 9
2022
Q2 		$2.35M Sell
6,092
-10
-0.2% -$4.14K 1.72% 9
2022
Q1 		$2.93M Sell
6,102
-2
-0% -$1.02K 1.83% 10
2021
Q4 		$3.93M Buy
6,104
+100
+2% +$61.7K 2.36% 8
2021
Q3 		$3.24M Buy
6,004
+145
+2% +$78.1K 2.13% 8
2021
Q2 		$2.87M Sell
5,859
-25
-0.4% -$10.8K 1.98% 8
2021
Q1 		$2.25M Buy
5,884
+100
+2% +$38.5K 1.68% 8
2020
Q4 		$2.2M Sell
5,784
-388
-6% -$136K 1.83% 8
2020
Q3 		$2.01M Sell
6,172
-61
-1% -$19.1K 1.91% 8
2020
Q2 		$1.85M Sell
6,233
-125
-2% -$34.3K 1.95% 8
2020
Q1 		$1.46M Sell
6,358
-78
-1% -$21.1K 1.77% 11
2019
Q4 		$1.69M Buy
+6,436
New +$1.68M 1.61% 11

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return
Wilsey Asset Management
Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

S.A. Mason's INTU Position: Q3 2026 in Review

S.A. Mason reduced its Intuit (INTU) stake by 6.5% in Q3 2026, selling an estimated $72K and leaving 3,285 shares worth $906K. The position accounts for 0.27% of the portfolio, ranked #89.

S.A. Mason first reported a position in INTU in Q4 2019 and has held it in 28 quarters since. The position peaked at $4.04M in Q2 2025. 366 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • S.A. Mason held 3,285 shares of Intuit worth $906K as of Q3 2026.
  • S.A. Mason sold 229 Intuit shares in Q3 2026, an estimated $72K.
  • Intuit made up 0.27% of S.A. Mason's portfolio in Q3 2026, its #89 holding.
  • S.A. Mason first reported a position in Intuit in Q4 2019 and has held it in 28 quarters since.
  • S.A. Mason's Intuit position peaked at $4.04M in Q2 2025.
  • 366 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on S.A. Mason's 13F filing for Q3 2026, filed 13 Oct 2026.