Southeast Asset Advisors’s Intuit INTU Stock Holding History

Southeast Asset 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 Q1	$659K	Hold	1,523	–	–	0.07%	121
2025 Q4	$1.01M	Sell	1,523 -535	-26%	-$354K	0.1%	105
2025 Q3	$1.41M	Buy	2,058 +1,161	+129%	+$837K	0.15%	87
2025 Q2	$707K	Buy	897 +10	+1%	+$6.77K	0.08%	105
2025 Q1	$545K	Sell	887 -150	-14%	-$90.1K	0.07%	118
2024 Q4	$652K	Buy	1,037 +260	+33%	+$166K	0.08%	101
2024 Q3	$483K	Hold	777	–	–	0.05%	115
2024 Q2	$511K	Hold	777	–	–	0.06%	106
2024 Q1	$505K	Buy	777 +50	+7%	+$31.9K	0.06%	110
2023 Q4	$454K	Buy	727 +95	+15%	+$52.4K	0.06%	113
2023 Q3	$323K	Hold	632	–	–	0.05%	115
2023 Q2	$290K	Hold	632	–	–	0.04%	131
2023 Q1	$282K	Buy	+632	New	+$259K	0.04%	125

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Southeast Asset Advisors's INTU Position: Q1 2026 in Review

Southeast Asset Advisors held its Intuit (INTU) position steady in Q1 2026 at 1,523 shares worth $659K. The position accounts for 0.07% of the portfolio, ranked #121.

Southeast Asset Advisors first reported a position in INTU in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.41M in Q3 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Southeast Asset Advisors held 1,523 shares of Intuit worth $659K as of Q1 2026.
Southeast Asset Advisors left its Intuit share count unchanged in Q1 2026.
Intuit made up 0.07% of Southeast Asset Advisors's portfolio in Q1 2026, its #121 holding.
Southeast Asset Advisors first reported a position in Intuit in Q1 2023 and has held it in 13 quarters since.
Southeast Asset Advisors's Intuit position peaked at $1.41M in Q3 2025.
2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Southeast Asset Advisors's 13F filing for Q1 2026, filed 13 May 2026.