SageView Advisory Group’s Intuit INTU Stock Holding History

SageView Advisory 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
2025 Q4	$519K	Buy	784 +79	+11%	+$52.2K	0.02%	355
2025 Q3	$482K	Buy	705 +126	+22%	+$90.8K	0.02%	391
2025 Q2	$463K	Buy	579 +57	+11%	+$38.6K	0.02%	390
2025 Q1	$321K	Buy	522 +4	+0.8%	+$2.4K	0.01%	454
2024 Q4	$326K	Buy	518 +97	+23%	+$62K	0.01%	438
2024 Q3	$261K	Sell	421 -780	-65%	-$498K	0.01%	433
2024 Q2	$789K	Buy	+1,201	New	+$745K	0.04%	257
2024 Q1	–	Sell	-1,184	Closed	-$767K	–	627
2023 Q4	$767K	Buy	1,184 +697	+143%	+$384K	0.03%	306
2023 Q3	$249K	Buy	487 +15	+3%	+$7.59K	0.01%	463
2023 Q2	$216K	Buy	+472	New	+$207K	0.01%	515

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SageView Advisory Group's INTU Position: Q4 2025 in Review

SageView Advisory Group increased its Intuit (INTU) stake by 11% in Q4 2025, buying an estimated $52.2K and bringing the position to 784 shares worth $519K. The position accounts for 0.02% of the portfolio, ranked #355.

SageView Advisory Group first reported a position in INTU in Q2 2023 and has held it in 10 quarters since. The position peaked at $789K in Q2 2024. 2,259 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

SageView Advisory Group held 784 shares of Intuit worth $519K as of Q4 2025.
SageView Advisory Group bought 79 Intuit shares in Q4 2025, an estimated $52.2K.
Intuit made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #355 holding.
SageView Advisory Group first reported a position in Intuit in Q2 2023 and has held it in 10 quarters since.
SageView Advisory Group's Intuit position peaked at $789K in Q2 2024.
2,259 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.