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SGL Investment Advisors’s Intuit INTU Stock Holding History

SGL Investment Advisors’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 		$220K Buy
560
+25
+5% +$11.9K 0.08% 124
2025
Q4 		$233K Sell
535
-435
-45% -$287K 0.09% 125
2025
Q3 		$656K Buy
970
+41
+4% +$29.6K 0.27% 81
2025
Q2 		$726K Buy
929
+585
+170% +$396K 0.35% 61
2025
Q1 		$226K Sell
344
-10
-3% -$6K 0.12% 111
2024
Q4 		$204K Sell
354
-681
-66% -$435K 0.1% 114
2024
Q3 		$725K Buy
+1,035
New +$661K 0.37% 57

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

SGL Investment Advisors's INTU Position: Q1 2026 in Review

SGL Investment Advisors increased its Intuit (INTU) stake by 4.7% in Q1 2026, buying an estimated $11.9K and bringing the position to 560 shares worth $220K. The position accounts for 0.08% of the portfolio, ranked #124.

SGL Investment Advisors first reported a position in INTU in Q3 2024 and has held it in 7 quarters since. The position peaked at $726K in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • SGL Investment Advisors held 560 shares of Intuit worth $220K as of Q1 2026.
  • SGL Investment Advisors bought 25 Intuit shares in Q1 2026, an estimated $11.9K.
  • Intuit made up 0.08% of SGL Investment Advisors's portfolio in Q1 2026, its #124 holding.
  • SGL Investment Advisors first reported a position in Intuit in Q3 2024 and has held it in 7 quarters since.
  • SGL Investment Advisors's Intuit position peaked at $726K in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on SGL Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.