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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
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 $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

Sone Capital Management's INTU Position: Q1 2026 in Review

Sone Capital Management increased its Intuit (INTU) stake by 29% in Q1 2026, buying an estimated $3.81M and bringing the position to 35,647 shares worth $15.4M. The position accounts for 1.29% of the portfolio, ranked #29.

Sone Capital Management first reported a position in INTU in Q4 2024 and has held it in 6 quarters since. The position peaked at $18.3M in Q4 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Sone Capital Management held 35,647 shares of Intuit worth $15.4M as of Q1 2026.
  • Sone Capital Management bought 7,993 Intuit shares in Q1 2026, an estimated $3.81M.
  • Intuit made up 1.29% of Sone Capital Management's portfolio in Q1 2026, its #29 holding.
  • Sone Capital Management first reported a position in Intuit in Q4 2024 and has held it in 6 quarters since.
  • Sone Capital Management's Intuit position peaked at $18.3M in Q4 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Sone Capital Management's 13F filing for Q1 2026, filed 15 May 2026.