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
2026 Q2	$241K	Sell	923 -219	-19%	-$76.3K	0.01%	560
2026 Q1	$494K	Buy	1,142 +358	+46%	+$171K	0.02%	356
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SageView Advisory Group's INTU Position: Q2 2026 in Review

SageView Advisory Group reduced its Intuit (INTU) stake by 19% in Q2 2026, selling an estimated $76.3K and leaving 923 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #560.

SageView Advisory Group first reported a position in INTU in Q2 2023 and has held it in 12 quarters since. The position peaked at $789K in Q2 2024. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

SageView Advisory Group held 923 shares of Intuit worth $241K as of Q2 2026.
SageView Advisory Group sold 219 Intuit shares in Q2 2026, an estimated $76.3K.
Intuit made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #560 holding.
SageView Advisory Group first reported a position in Intuit in Q2 2023 and has held it in 12 quarters since.
SageView Advisory Group's Intuit position peaked at $789K in Q2 2024.
1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.