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Silver Oak Securities’s Intuit INTU Stock Holding History

Silver Oak Securities’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 		$70.2K Buy
+269
New +$93.7K ﹤0.01% 801
2026
Q1 		– Sell
-1,134
Closed -$760K – 824
2025
Q4 		$760K Buy
+1,134
New +$749K 0.05% 347

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 $3.38T AUM 44.17% 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

Silver Oak Securities's INTU Position: Q2 2026 in Review

Silver Oak Securities opened a new position in Intuit (INTU) in Q2 2026: 269 shares worth $70.2K. The stake represents ﹤0.01% of the portfolio and ranks #801 among its holdings. This is a return to the name: Silver Oak Securities previously reported a position in INTU as recently as Q4 2025.

Silver Oak Securities first reported a position in INTU in Q4 2025 and has held it in 2 quarters since. The position peaked at $760K in Q4 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Silver Oak Securities held 269 shares of Intuit worth $70.2K as of Q2 2026.
  • Intuit was a new Silver Oak Securities position in Q2 2026.
  • Intuit made up ﹤0.01% of Silver Oak Securities's portfolio in Q2 2026, its #801 holding.
  • Silver Oak Securities first reported a position in Intuit in Q4 2025 and has held it in 2 quarters since.
  • Silver Oak Securities's Intuit position peaked at $760K in Q4 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.