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SBI Okasan Asset Management’s Intuit INTU Stock Holding History

SBI Okasan 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 		$226K Sell
850
-2,000
-70% -$697K 0.01% 257
2026
Q1 		$1.22M Sell
2,850
-900
-24% -$429K 0.05% 85
2025
Q4 		$2.53M Buy
+3,750
New +$2.48M 0.14% 34

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

SBI Okasan Asset Management's INTU Position: Q2 2026 in Review

SBI Okasan Asset Management reduced its Intuit (INTU) stake by 70% in Q2 2026, selling an estimated $697K and leaving 850 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #257.

SBI Okasan Asset Management first reported a position in INTU in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.53M in Q4 2025. 1,743 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • SBI Okasan Asset Management held 850 shares of Intuit worth $226K as of Q2 2026.
  • SBI Okasan Asset Management sold 2,000 Intuit shares in Q2 2026, an estimated $697K.
  • Intuit made up 0.01% of SBI Okasan Asset Management's portfolio in Q2 2026, its #257 holding.
  • SBI Okasan Asset Management first reported a position in Intuit in Q4 2025 and has held it in 3 quarters since.
  • SBI Okasan Asset Management's Intuit position peaked at $2.53M in Q4 2025.
  • 1,743 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on SBI Okasan Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.