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Sentry Investment Management’s Intuit INTU Stock Holding History

Sentry Investment 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
Q1 		– Sell
-711
Closed -$471K – 242
2025
Q4 		$471K Hold
711
– – 0.31% 58
2025
Q3 		$468K Sell
711
-190
-21% -$137K 0.31% 52
2025
Q2 		$704K Hold
901
– – 0.39% 43
2025
Q1 		$501K Sell
901
-269
-23% -$162K 0.34% 54
2024
Q4 		$735K Sell
1,170
-190
-14% -$121K 0.35% 56
2024
Q3 		$845K Buy
1,360
+141
+12% +$90K 0.36% 58
2024
Q2 		$801K Sell
1,219
-250
-17% -$155K 0.36% 54
2024
Q1 		$955K Hold
1,469
– – 0.37% 57
2023
Q4 		$918K Sell
1,469
-158
-10% -$87.2K 0.39% 49
2023
Q3 		$831K Sell
1,627
-344
-17% -$174K 0.4% 49
2023
Q2 		$903K Hold
1,971
– – 0.34% 60
2023
Q1 		$879K Buy
1,971
+139
+8% +$57.1K 0.36% 64
2022
Q4 		$713K Sell
1,832
-243
-12% -$96.4K 0.31% 70
2022
Q3 		$804K Buy
2,075
+116
+6% +$50.1K 0.38% 52
2022
Q2 		$755K Sell
1,959
-306
-14% -$127K 0.34% 65
2022
Q1 		$1.09M Buy
2,265
+1,199
+112% +$614K 0.35% 61
2021
Q4 		$686K Sell
1,066
-1,457
-58% -$899K 0.18% 138
2021
Q3 		$1.36M Sell
2,523
-369
-13% -$199K 0.4% 50
2021
Q2 		$1.42M Buy
2,892
+363
+14% +$157K 0.36% 70
2021
Q1 		$969K Sell
2,529
-12,261
-83% -$4.72M 0.27% 93
2020
Q4 		$5.62M Hold
14,790
– – 0.28% 91
2020
Q3 		$4.83M Hold
14,790
– – 0.27% 95
2020
Q2 		$4.38M Sell
14,790
-1,103
-7% -$303K 0.27% 91
2020
Q1 		$3.65M Hold
15,893
– – 0.27% 90
2019
Q4 		$4.16M Hold
15,893
– – 0.25% 101
2019
Q3 		$4.23M Buy
15,893
+544
+4% +$150K 0.28% 99
2019
Q2 		$4.01M Hold
15,349
– – 0.27% 92
2019
Q1 		$4.01M Sell
15,349
-1,361
-8% -$315K 0.28% 90
2018
Q4 		$3.29M Buy
16,710
+5,944
+55% +$1.24M 0.24% 105
2018
Q3 		$2.45M Sell
10,766
-5,063
-32% -$1.09M 0.15% 166
2018
Q2 		$3.23M Sell
15,829
-1,757
-10% -$337K 0.21% 126
2018
Q1 		$3.05M Sell
17,586
-1,687
-9% -$284K 0.19% 141
2017
Q4 		$3.04M Buy
19,273
+1,473
+8% +$225K 0.17% 155
2017
Q3 		$2.53M Hold
17,800
– – 0.09% 183
2017
Q2 		$2.36M Hold
17,800
– – 0.09% 185
2017
Q1 		$2.06M Sell
17,800
-838
-4% -$100K 0.08% 195
2016
Q4 		$2.14M Sell
18,638
-1,016
-5% -$114K 0.09% 194
2016
Q3 		$2.16M Hold
19,654
– – 0.09% 187
2016
Q2 		$2.19M Hold
19,654
– – 0.1% 168
2016
Q1 		$2.04M Sell
19,654
-648
-3% -$62.6K 0.09% 171
2015
Q4 		$1.96M Buy
20,302
+14,277
+237% +$1.38M 0.09% 180
2015
Q3 		$535K Hold
6,025
– – 0.03% 379
2015
Q2 		$607K Sell
6,025
-7,495
-55% -$765K 0.03% 382
2015
Q1 		$1.31M Hold
13,520
– – 0.06% 231
2014
Q4 		$1.25M Hold
13,520
– – 0.06% 220
2014
Q3 		$1.19M Sell
13,520
-1,667
-11% -$138K 0.06% 222
2014
Q2 		$1.22M Sell
15,187
-1,113
-7% -$85.9K 0.06% 220
2014
Q1 		$1.27M Hold
16,300
– – 0.07% 214
2013
Q4 		$1.24M Buy
16,300
+4,700
+41% +$338K 0.07% 213
2013
Q3 		$769K Sell
11,600
-200
-2% -$12.9K 0.05% 295
2013
Q2 		$720K Buy
+11,800
New +$713K 0.04% 218

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Sentry Investment Management's INTU Position: Q1 2026 in Review

Sentry Investment Management sold out of Intuit (INTU) in Q1 2026, closing a stake of 711 shares — an estimated $471K sold.

Sentry Investment Management first reported a position in INTU in Q2 2013 and held it in 51 quarters. The position peaked at $5.62M in Q4 2020. 2,012 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Sentry Investment Management reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Sentry Investment Management sold 711 Intuit shares in Q1 2026, an estimated $471K.
  • Sentry Investment Management first reported a position in Intuit in Q2 2013 and held it in 51 quarters.
  • Sentry Investment Management's Intuit position peaked at $5.62M in Q4 2020.
  • 2,012 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.