SFG
INTU icon

Sather Financial Group’s Intuit INTU Stock Holding History

Sather Financial 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 		$27.7M Buy
63,992
+2,777
+5% +$1.32M 1.7% 22
2025
Q4 		$40.6M Buy
61,215
+281
+0.5% +$186K 2.18% 22
2025
Q3 		$41.6M Sell
60,934
-1,137
-2% -$820K 2.26% 21
2025
Q2 		$48.9M Sell
62,071
-4,831
-7% -$3.27M 2.87% 16
2025
Q1 		$41.1M Sell
66,902
-4,555
-6% -$2.74M 2.68% 18
2024
Q4 		$44.9M Sell
71,457
-166
-0.2% -$106K 2.81% 17
2024
Q3 		$44.5M Buy
71,623
+508
+0.7% +$324K 2.86% 17
2024
Q2 		$46.7M Buy
71,115
+2,427
+4% +$1.51M 3.24% 13
2024
Q1 		$44.6M Sell
68,688
-21,867
-24% -$14M 3.2% 14
2023
Q4 		$56.6M Sell
90,555
-689
-0.8% -$380K 4.19% 7
2023
Q3 		$46.6M Sell
91,244
-1,404
-2% -$710K 3.88% 7
2023
Q2 		$42.5M Buy
92,648
+268
+0.3% +$117K 3.4% 10
2023
Q1 		$41.2M Buy
92,380
+1,818
+2% +$746K 3.58% 9
2022
Q4 		$35.2M Sell
90,562
-20,723
-19% -$8.22M 2.9% 11
2022
Q3 		$43.1M Buy
111,285
+12,497
+13% +$5.4M 4.75% 6
2022
Q2 		$38.1M Buy
98,788
+48,252
+95% +$20M 3.95% 7
2022
Q1 		$24.3M Buy
50,536
+49,932
+8,267% +$25.6M 2.1% 23
2021
Q4 		$389K Hold
604
– – 0.03% 51
2021
Q3 		$326K Hold
604
– – 0.03% 58
2021
Q2 		$296K Hold
604
– – 0.03% 46
2021
Q1 		$231K Hold
604
– – 0.03% 45
2020
Q4 		$229K Buy
+604
New +$212K 0.03% 43

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

Sather Financial Group's INTU Position: Q1 2026 in Review

Sather Financial Group increased its Intuit (INTU) stake by 4.5% in Q1 2026, buying an estimated $1.32M and bringing the position to 63,992 shares worth $27.7M. The position accounts for 1.7% of the portfolio, ranked #22.

Sather Financial Group first reported a position in INTU in Q4 2020 and has held it in 22 quarters since. The position peaked at $56.6M in Q4 2023. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Sather Financial Group held 63,992 shares of Intuit worth $27.7M as of Q1 2026.
  • Sather Financial Group bought 2,777 Intuit shares in Q1 2026, an estimated $1.32M.
  • Intuit made up 1.7% of Sather Financial Group's portfolio in Q1 2026, its #22 holding.
  • Sather Financial Group first reported a position in Intuit in Q4 2020 and has held it in 22 quarters since.
  • Sather Financial Group's Intuit position peaked at $56.6M in Q4 2023.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Sather Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.