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 Q2	–	Sell	-560	Closed	-$220K	–	139
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SGL Investment Advisors's INTU Position: Q2 2026 in Review

SGL Investment Advisors sold out of Intuit (INTU) in Q2 2026, closing a stake of 560 shares — an estimated $220K sold.

SGL Investment Advisors first reported a position in INTU in Q3 2024 and held it in 7 quarters. The position peaked at $726K in Q2 2025. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

SGL Investment Advisors reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
SGL Investment Advisors sold 560 Intuit shares in Q2 2026, an estimated $220K.
SGL Investment Advisors first reported a position in Intuit in Q3 2024 and held it in 7 quarters.
SGL Investment Advisors's Intuit position peaked at $726K in Q2 2025.
1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on SGL Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.