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Sivia Capital Partners’s Intuit INTU Stock Holding History

Sivia Capital Partners’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 		$1.57M Buy
+6,018
New +$2.1M 0.19% 117
2026
Q1 		– Sell
-856
Closed -$567K – 544
2025
Q4 		$567K Sell
856
-183
-18% -$121K 0.11% 236
2025
Q3 		$710K Buy
1,039
+153
+17% +$110K 0.2% 86
2025
Q2 		$698K Buy
886
+166
+23% +$112K 0.24% 74
2025
Q1 		$442K Buy
720
+47
+7% +$28.2K 0.21% 87
2024
Q4 		$423K Buy
673
+10
+2% +$6.39K 0.21% 72
2024
Q3 		$412K Buy
663
+13
+2% +$8.3K 0.24% 73
2024
Q2 		$427K Buy
650
+73
+13% +$45.3K 0.29% 57
2024
Q1 		$375K Buy
577
+45
+8% +$28.7K 0.25% 74
2023
Q4 		$333K Buy
+532
New +$293K 0.25% 76

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

Sivia Capital Partners's INTU Position: Q2 2026 in Review

Sivia Capital Partners opened a new position in Intuit (INTU) in Q2 2026: 6,018 shares worth $1.57M. The stake represents 0.19% of the portfolio and ranks #117 among its holdings. This is a return to the name: Sivia Capital Partners previously reported a position in INTU as recently as Q4 2025.

Sivia Capital Partners first reported a position in INTU in Q4 2023 and has held it in 10 quarters since. 1,736 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Sivia Capital Partners held 6,018 shares of Intuit worth $1.57M as of Q2 2026.
  • Intuit was a new Sivia Capital Partners position in Q2 2026.
  • Intuit made up 0.19% of Sivia Capital Partners's portfolio in Q2 2026, its #117 holding.
  • Sivia Capital Partners first reported a position in Intuit in Q4 2023 and has held it in 10 quarters since.
  • 1,736 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.