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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

S.A. Mason's INTU Position: Q2 2026 in Review

S.A. Mason reduced its Intuit (INTU) stake by 31% in Q2 2026, selling an estimated $558K and leaving 3,514 shares worth $917K. The position accounts for 0.28% of the portfolio, ranked #83.

S.A. Mason first reported a position in INTU in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.04M in Q2 2025. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • S.A. Mason held 3,514 shares of Intuit worth $917K as of Q2 2026.
  • S.A. Mason sold 1,603 Intuit shares in Q2 2026, an estimated $558K.
  • Intuit made up 0.28% of S.A. Mason's portfolio in Q2 2026, its #83 holding.
  • S.A. Mason first reported a position in Intuit in Q4 2019 and has held it in 27 quarters since.
  • S.A. Mason's Intuit position peaked at $4.04M in Q2 2025.
  • 1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.