SCM
INTU icon

Sone Capital Management’s Intuit INTU Stock Holding History

Sone Capital 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
Q2 		$6.04M Sell
23,159
-12,488
-35% -$4.35M 0.46% 73
2026
Q1 		$15.4M Buy
35,647
+7,993
+29% +$3.81M 1.29% 29
2025
Q4 		$18.3M Buy
27,654
+14,080
+104% +$9.3M 1.49% 23
2025
Q3 		$9.27M Sell
13,574
-3,495
-20% -$2.52M 0.78% 52
2025
Q2 		$13.4M Sell
17,069
-7,962
-32% -$5.39M 1.24% 30
2025
Q1 		$15.4M Buy
25,031
+3,240
+15% +$1.95M 1.58% 20
2024
Q4 		$13.7M Buy
+21,791
New +$13.9M 1.73% 11

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

Sone Capital Management's INTU Position: Q2 2026 in Review

Sone Capital Management reduced its Intuit (INTU) stake by 35% in Q2 2026, selling an estimated $4.35M and leaving 23,159 shares worth $6.04M. The position accounts for 0.46% of the portfolio, ranked #73.

Sone Capital Management first reported a position in INTU in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.3M in Q4 2025. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Sone Capital Management held 23,159 shares of Intuit worth $6.04M as of Q2 2026.
  • Sone Capital Management sold 12,488 Intuit shares in Q2 2026, an estimated $4.35M.
  • Intuit made up 0.46% of Sone Capital Management's portfolio in Q2 2026, its #73 holding.
  • Sone Capital Management first reported a position in Intuit in Q4 2024 and has held it in 7 quarters since.
  • Sone Capital Management's Intuit position peaked at $18.3M in Q4 2025.
  • 1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Sone Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.