Saranac Partners’s Intuit INTU Stock Holding History

Saranac 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 Q1	$269K	Buy	1,540 +875	+132%	+$417K	0.12%	81
2025 Q4	$441K	Hold	665	–	–	0.17%	55
2025 Q3	$454K	Buy	665 +125	+23%	+$90.1K	0.08%	140
2025 Q2	$425K	Sell	540 -125	-19%	-$84.6K	0.23%	53
2025 Q1	$408K	Hold	665	–	–	0.23%	53
2024 Q4	$418K	Buy	+665	New	+$425K	0.23%	55
2024 Q3	–	Sell	-790	Closed	-$519K	–	37
2024 Q2	$519K	Hold	790	–	–	0.31%	44
2024 Q1	$514K	Sell	790 -395	-33%	-$252K	0.31%	44
2023 Q4	$741K	Hold	1,185	–	–	0.49%	36
2023 Q3	$605K	Hold	1,185	–	–	0.34%	35
2023 Q2	$543K	Sell	1,185 -245	-17%	-$107K	0.29%	36
2023 Q1	$638K	Buy	+1,430	New	+$587K	0.38%	30

Other funds holding INTU

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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

Saranac Partners's INTU Position: Q1 2026 in Review

Saranac Partners increased its Intuit (INTU) stake by 132% in Q1 2026, buying an estimated $417K and bringing the position to 1,540 shares worth $269K. The position accounts for 0.12% of the portfolio, ranked #81.

Saranac Partners first reported a position in INTU in Q1 2023 and has held it in 12 quarters since. The position peaked at $741K in Q4 2023. 2,010 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Saranac Partners held 1,540 shares of Intuit worth $269K as of Q1 2026.
Saranac Partners bought 875 Intuit shares in Q1 2026, an estimated $417K.
Intuit made up 0.12% of Saranac Partners's portfolio in Q1 2026, its #81 holding.
Saranac Partners first reported a position in Intuit in Q1 2023 and has held it in 12 quarters since.
Saranac Partners's Intuit position peaked at $741K in Q4 2023.
2,010 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Saranac Partners's 13F filing for Q1 2026, filed 15 May 2026.