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Sage Private Wealth Group’s Intuit INTU Stock Holding History

Sage Private Wealth Group’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 		$463K Buy
1,775
+710
+67% +$247K 0.21% 60
2026
Q1 		$461K Buy
1,065
+263
+33% +$125K 0.23% 54
2025
Q4 		$531K Buy
802
+22
+3% +$14.5K 0.29% 50
2025
Q3 		$533K Buy
780
+72
+10% +$51.9K 0.3% 51
2025
Q2 		$558K Buy
708
+1
+0.1% +$677 0.36% 34
2025
Q1 		$434K Buy
707
+50
+8% +$30K 0.33% 43
2024
Q4 		$413K Buy
657
+24
+4% +$15.3K 0.31% 46
2024
Q3 		$393K Buy
633
+2
+0.3% +$1.28K 0.31% 50
2024
Q2 		$415K Buy
631
+61
+11% +$37.8K 0.35% 43
2024
Q1 		$371K Buy
570
+154
+37% +$98.3K 0.3% 50
2023
Q4 		$260K Buy
+416
New +$229K 0.23% 51
2022
Q4 		– Sell
-379
Closed -$147K – 115
2022
Q3 		$147K Hold
379
– – 0.19% 56
2022
Q2 		$146K Buy
379
+27
+8% +$11.2K 0.21% 56
2022
Q1 		$169K Buy
352
+39
+12% +$20K 0.16% 58
2021
Q4 		$201K Sell
313
-19
-6% -$11.7K 0.25% 49
2021
Q3 		$179K Hold
332
– – 0.25% 50
2021
Q2 		$163K Hold
332
– – 0.22% 53
2021
Q1 		$127K Hold
332
– – 0.22% 59
2020
Q4 		$126K Buy
+332
New +$117K 0.35% 51

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 $3.38T AUM 44.17% 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

Sage Private Wealth Group's INTU Position: Q2 2026 in Review

Sage Private Wealth Group increased its Intuit (INTU) stake by 67% in Q2 2026, buying an estimated $247K and bringing the position to 1,775 shares worth $463K. The position accounts for 0.21% of the portfolio, ranked #60.

Sage Private Wealth Group first reported a position in INTU in Q4 2020 and has held it in 19 quarters since. The position peaked at $558K in Q2 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Sage Private Wealth Group held 1,775 shares of Intuit worth $463K as of Q2 2026.
  • Sage Private Wealth Group bought 710 Intuit shares in Q2 2026, an estimated $247K.
  • Intuit made up 0.21% of Sage Private Wealth Group's portfolio in Q2 2026, its #60 holding.
  • Sage Private Wealth Group first reported a position in Intuit in Q4 2020 and has held it in 19 quarters since.
  • Sage Private Wealth Group's Intuit position peaked at $558K in Q2 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.