S&CO Inc’s Intuit INTU Stock Holding History

S&CO Inc’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	$3.01M	Sell	11,518 -3,022	-21%	-$1.05M	0.17%	94
2026 Q1	$6.29M	Buy	14,540 +7,602	+110%	+$3.63M	0.39%	58
2025 Q4	$4.59M	Buy	6,938 +1,188	+21%	+$785K	0.29%	78
2025 Q3	$3.93M	Hold	5,750	–	–	0.24%	85
2025 Q2	$4.53M	Hold	5,750	–	–	0.29%	74
2025 Q1	$3.53M	Buy	5,750 +1	+0%	+$601	0.24%	84
2024 Q4	$3.61M	Hold	5,749	–	–	0.25%	87
2024 Q3	$3.57M	Hold	5,749	–	–	0.23%	87
2024 Q2	$3.78M	Buy	5,749 +2,992	+109%	+$1.86M	0.26%	75
2024 Q1	$1.79M	Buy	2,757 +6	+0.2%	+$3.83K	0.13%	117
2023 Q4	$1.72M	Hold	2,751	–	–	0.13%	107
2023 Q3	$1.41M	Hold	2,751	–	–	0.12%	106
2023 Q2	$1.26M	Buy	2,751 +1,005	+58%	+$440K	0.1%	108
2023 Q1	$778K	Buy	1,746 +530	+44%	+$218K	0.07%	122
2022 Q4	$473K	Buy	1,216 +20	+2%	+$7.93K	0.04%	139
2022 Q3	$463K	Buy	+1,196	New	+$517K	0.04%	141

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

S&CO Inc's INTU Position: Q2 2026 in Review

S&CO Inc reduced its Intuit (INTU) stake by 21% in Q2 2026, selling an estimated $1.05M and leaving 11,518 shares worth $3.01M. The position accounts for 0.17% of the portfolio, ranked #94.

S&CO Inc first reported a position in INTU in Q3 2022 and has held it in 16 quarters since. The position peaked at $6.29M in Q1 2026. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

S&CO Inc held 11,518 shares of Intuit worth $3.01M as of Q2 2026.
S&CO Inc sold 3,022 Intuit shares in Q2 2026, an estimated $1.05M.
Intuit made up 0.17% of S&CO Inc's portfolio in Q2 2026, its #94 holding.
S&CO Inc first reported a position in Intuit in Q3 2022 and has held it in 16 quarters since.
S&CO Inc's Intuit position peaked at $6.29M in Q1 2026.
1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on S&CO Inc's 13F filing for Q2 2026, filed 6 Aug 2026.