Sagewood Asset Management’s Intuit INTU Stock Holding History

Sagewood Asset Management’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	$446K	Buy	1,710 +1,240	+264%	+$432K	0.1%	197
2026 Q1	$203K	Buy	+470	New	+$224K	0.06%	320

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

Sagewood Asset Management's INTU Position: Q2 2026 in Review

Sagewood Asset Management increased its Intuit (INTU) stake by 264% in Q2 2026, buying an estimated $432K and bringing the position to 1,710 shares worth $446K. The position accounts for 0.1% of the portfolio, ranked #197.

Sagewood Asset Management first reported a position in INTU in Q1 2026 and has held it in 2 quarters since. 1,743 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Sagewood Asset Management held 1,710 shares of Intuit worth $446K as of Q2 2026.
Sagewood Asset Management bought 1,240 Intuit shares in Q2 2026, an estimated $432K.
Intuit made up 0.1% of Sagewood Asset Management's portfolio in Q2 2026, its #197 holding.
Sagewood Asset Management first reported a position in Intuit in Q1 2026 and has held it in 2 quarters since.
1,743 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.