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Sage Mountain Advisors’s Intuit INTU Stock Holding History

Sage Mountain Advisors’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 		– Sell
-1,625
Closed -$1.08M – 429
2025
Q4 		$1.08M Sell
1,625
-99
-6% -$65.4K 0.06% 153
2025
Q3 		$1.18M Buy
1,724
+54
+3% +$38.9K 0.07% 142
2025
Q2 		$1.32M Buy
1,670
+166
+11% +$112K 0.09% 112
2025
Q1 		$923K Buy
1,504
+222
+17% +$133K 0.07% 131
2024
Q4 		$806K Buy
1,282
+114
+10% +$72.8K 0.06% 147
2024
Q3 		$725K Buy
1,168
+175
+18% +$112K 0.06% 149
2024
Q2 		$653K Buy
993
+51
+5% +$31.6K 0.06% 139
2024
Q1 		$612K Sell
942
-24
-2% -$15.3K 0.06% 134
2023
Q4 		$604K Buy
966
+144
+18% +$79.4K 0.07% 116
2023
Q3 		$420K Buy
822
+120
+17% +$60.7K 0.06% 135
2023
Q2 		$322K Buy
702
+140
+25% +$61.3K 0.05% 170
2023
Q1 		$251K Buy
+562
New +$231K 0.04% 196

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

Sage Mountain Advisors's INTU Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Intuit (INTU) in Q1 2026, closing a stake of 1,625 shares — an estimated $1.08M sold.

Sage Mountain Advisors first reported a position in INTU in Q1 2023 and held it in 12 quarters. The position peaked at $1.32M in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 1,625 Intuit shares in Q1 2026, an estimated $1.08M.
  • Sage Mountain Advisors first reported a position in Intuit in Q1 2023 and held it in 12 quarters.
  • Sage Mountain Advisors's Intuit position peaked at $1.32M in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.