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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

S.A. Mason's INTU Position: Q1 2026 in Review

S.A. Mason increased its Intuit (INTU) stake by 0.14% in Q1 2026, buying an estimated $3.34K and bringing the position to 5,117 shares worth $2.21M. The position accounts for 0.83% of the portfolio, ranked #27.

S.A. Mason first reported a position in INTU in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.04M in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • S.A. Mason held 5,117 shares of Intuit worth $2.21M as of Q1 2026.
  • S.A. Mason bought 7 Intuit shares in Q1 2026, an estimated $3.34K.
  • Intuit made up 0.83% of S.A. Mason's portfolio in Q1 2026, its #27 holding.
  • S.A. Mason first reported a position in Intuit in Q4 2019 and has held it in 26 quarters since.
  • S.A. Mason's Intuit position peaked at $4.04M in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on S.A. Mason's 13F filing for Q1 2026, filed 27 Apr 2026.