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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

S&CO Inc's INTU Position: Q1 2026 in Review

S&CO Inc increased its Intuit (INTU) stake by 110% in Q1 2026, buying an estimated $3.63M and bringing the position to 14,540 shares worth $6.29M. The position accounts for 0.39% of the portfolio, ranked #58.

S&CO Inc first reported a position in INTU in Q3 2022 and has held it in 15 quarters since. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

S&CO Inc held 14,540 shares of Intuit worth $6.29M as of Q1 2026.
S&CO Inc bought 7,602 Intuit shares in Q1 2026, an estimated $3.63M.
Intuit made up 0.39% of S&CO Inc's portfolio in Q1 2026, its #58 holding.
S&CO Inc first reported a position in Intuit in Q3 2022 and has held it in 15 quarters since.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on S&CO Inc's 13F filing for Q1 2026, filed 7 May 2026.