Sunpointe’s Intuit INTU Stock Holding History

Sunpointe’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	–	Sell	-375	Closed	-$248K	–	281
2025 Q4	$248K	Buy	375 +50	+15%	+$33K	0.08%	218
2025 Q3	$222K	Sell	325 -1	-0.3%	-$721	0.08%	226
2025 Q2	$257K	Sell	326 -13	-4%	-$8.8K	0.1%	185
2025 Q1	$208K	Buy	339 +4	+1%	+$2.4K	0.11%	169
2024 Q4	$210K	Sell	335 -2	-0.6%	-$1.28K	0.11%	177
2024 Q3	$209K	Buy	337 +14	+4%	+$8.94K	0.17%	154
2024 Q2	$212K	Buy	+323	New	+$200K	0.14%	146

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

Sunpointe's INTU Position: Q1 2026 in Review

Sunpointe sold out of Intuit (INTU) in Q1 2026, closing a stake of 375 shares — an estimated $248K sold.

Sunpointe first reported a position in INTU in Q2 2024 and held it in 7 quarters. The position peaked at $257K in Q2 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Sunpointe reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
Sunpointe sold 375 Intuit shares in Q1 2026, an estimated $248K.
Sunpointe first reported a position in Intuit in Q2 2024 and held it in 7 quarters.
Sunpointe's Intuit position peaked at $257K in Q2 2025.
2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Sunpointe's 13F filing for Q1 2026, filed 21 Apr 2026.