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 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 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

Sage Private Wealth Group's INTU Position: Q1 2026 in Review

Sage Private Wealth Group increased its Intuit (INTU) stake by 33% in Q1 2026, buying an estimated $125K and bringing the position to 1,065 shares worth $461K. The position accounts for 0.23% of the portfolio, ranked #54.

Sage Private Wealth Group first reported a position in INTU in Q4 2020 and has held it in 18 quarters since. The position peaked at $558K in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Sage Private Wealth Group held 1,065 shares of Intuit worth $461K as of Q1 2026.
Sage Private Wealth Group bought 263 Intuit shares in Q1 2026, an estimated $125K.
Intuit made up 0.23% of Sage Private Wealth Group's portfolio in Q1 2026, its #54 holding.
Sage Private Wealth Group first reported a position in Intuit in Q4 2020 and has held it in 18 quarters since.
Sage Private Wealth Group's Intuit position peaked at $558K in Q2 2025.
2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Sage Private Wealth Group's 13F filing for Q1 2026, filed 1 May 2026.