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Sagespring Wealth Partners’s Intuit INTU Stock Holding History

Sagespring Wealth Partners’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 		$794K Sell
3,041
-1,024
-25% -$357K 0.01% 405
2026
Q1 		$1.76M Sell
4,065
-98
-2% -$46.7K 0.03% 210
2025
Q4 		$2.76M Buy
4,163
+428
+11% +$283K 0.05% 161
2025
Q3 		$2.55M Sell
3,735
-152
-4% -$110K 0.05% 159
2025
Q2 		$3.06M Buy
3,887
+675
+21% +$457K 0.07% 142
2025
Q1 		$1.97M Buy
3,212
+878
+38% +$527K 0.05% 157
2024
Q4 		$1.47M Buy
+2,334
New +$1.49M 0.04% 170

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 $3.37T AUM 44.26% 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

Sagespring Wealth Partners's INTU Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Intuit (INTU) stake by 25% in Q2 2026, selling an estimated $357K and leaving 3,041 shares worth $794K. The position accounts for 0.01% of the portfolio, ranked #405.

Sagespring Wealth Partners first reported a position in INTU in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.06M in Q2 2025. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Sagespring Wealth Partners held 3,041 shares of Intuit worth $794K as of Q2 2026.
  • Sagespring Wealth Partners sold 1,024 Intuit shares in Q2 2026, an estimated $357K.
  • Intuit made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #405 holding.
  • Sagespring Wealth Partners first reported a position in Intuit in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's Intuit position peaked at $3.06M in Q2 2025.
  • 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.