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 Q2	$365K	Sell	1,398 -125	-8%	-$43.5K	0.04%	169
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Southeast Asset Advisors's INTU Position: Q2 2026 in Review

Southeast Asset Advisors reduced its Intuit (INTU) stake by 8.2% in Q2 2026, selling an estimated $43.5K and leaving 1,398 shares worth $365K. The position accounts for 0.04% of the portfolio, ranked #169.

Southeast Asset Advisors first reported a position in INTU in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.41M in Q3 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Southeast Asset Advisors held 1,398 shares of Intuit worth $365K as of Q2 2026.
Southeast Asset Advisors sold 125 Intuit shares in Q2 2026, an estimated $43.5K.
Intuit made up 0.04% of Southeast Asset Advisors's portfolio in Q2 2026, its #169 holding.
Southeast Asset Advisors first reported a position in Intuit in Q1 2023 and has held it in 14 quarters since.
Southeast Asset Advisors's Intuit position peaked at $1.41M in Q3 2025.
1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Southeast Asset Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.