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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Sargent Investment Group's INTU Position: Q1 2026 in Review

Sargent Investment Group reduced its Intuit (INTU) stake by 20% in Q1 2026, selling an estimated $159K and leaving 1,373 shares worth $594K. The position accounts for 0.08% of the portfolio, ranked #149.

Sargent Investment Group first reported a position in INTU in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.34M in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Sargent Investment Group held 1,373 shares of Intuit worth $594K as of Q1 2026.
  • Sargent Investment Group sold 334 Intuit shares in Q1 2026, an estimated $159K.
  • Intuit made up 0.08% of Sargent Investment Group's portfolio in Q1 2026, its #149 holding.
  • Sargent Investment Group first reported a position in Intuit in Q4 2019 and has held it in 25 quarters since.
  • Sargent Investment Group's Intuit position peaked at $1.34M in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.