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Sargent Investment Group’s Intuit INTU Stock Holding History

Sargent Investment 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 		$348K Sell
1,332
-41
-3% -$14.3K 0.04% 198
2026
Q1 		$594K Sell
1,373
-334
-20% -$159K 0.08% 149
2025
Q4 		$1.13M Buy
+1,707
New +$1.13M 0.14% 108
2025
Q3 		– Sell
-1,715
Closed -$1.34M – 172
2025
Q2 		$1.34M Sell
1,715
-126
-7% -$85.3K 0.18% 88
2025
Q1 		$1.13M Buy
1,841
+84
+5% +$50.4K 0.18% 86
2024
Q4 		$1.08M Buy
1,757
+28
+2% +$17.9K 0.18% 94
2024
Q3 		$1.07M Buy
1,729
+12
+0.7% +$7.66K 0.19% 80
2024
Q2 		$1.13M Buy
1,717
+3
+0.2% +$1.86K 0.23% 77
2024
Q1 		$1.11M Sell
1,714
-91
-5% -$58.1K 0.24% 74
2023
Q4 		$1.13M Buy
1,805
+7
+0.4% +$3.86K 0.25% 76
2023
Q3 		$919K Sell
1,798
-100
-5% -$50.6K 0.22% 85
2023
Q2 		$870K Buy
1,898
+2
+0.1% +$876 0.21% 88
2023
Q1 		$836K Buy
1,896
+16
+0.9% +$6.57K 0.22% 87
2022
Q4 		$732K Hold
1,880
– – 0.23% 89
2022
Q3 		$773K Hold
1,880
– – 0.24% 80
2022
Q2 		$725K Hold
1,880
– – 0.22% 88
2022
Q1 		$904K Hold
1,880
– – 0.23% 79
2021
Q4 		$1.21M Hold
1,880
– – 0.28% 59
2021
Q3 		$1.01M Hold
1,880
– – 0.25% 67
2021
Q2 		$922K Hold
1,880
– – 0.22% 74
2021
Q1 		$720K Sell
1,880
-7
-0.4% -$2.69K 0.19% 92
2020
Q4 		$717K Hold
1,887
– – 0.23% 82
2020
Q3 		$616K Sell
1,887
-58
-3% -$18.1K 0.22% 83
2020
Q2 		$589K Sell
1,945
-155
-7% -$42.5K 0.22% 82
2020
Q1 		$483K Sell
2,100
-130
-6% -$35.2K 0.22% 81
2019
Q4 		$584K Buy
+2,230
New +$583K 0.21% 86

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

Sargent Investment Group's INTU Position: Q2 2026 in Review

Sargent Investment Group reduced its Intuit (INTU) stake by 3% in Q2 2026, selling an estimated $14.3K and leaving 1,332 shares worth $348K. The position accounts for 0.04% of the portfolio, ranked #198.

Sargent Investment Group first reported a position in INTU in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.34M in Q2 2025. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Sargent Investment Group held 1,332 shares of Intuit worth $348K as of Q2 2026.
  • Sargent Investment Group sold 41 Intuit shares in Q2 2026, an estimated $14.3K.
  • Intuit made up 0.04% of Sargent Investment Group's portfolio in Q2 2026, its #198 holding.
  • Sargent Investment Group first reported a position in Intuit in Q4 2019 and has held it in 26 quarters since.
  • Sargent Investment Group's Intuit position peaked at $1.34M in Q2 2025.
  • 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Sargent Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.