Ted Buchan & Co’s Intuit INTU Stock Holding History

Ted Buchan & Co’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	$2.59M	Buy	5,984 +244	+4%	+$116K	0.94%	28
2025 Q4	$3.8M	Buy	5,740 +589	+11%	+$389K	1.4%	22
2025 Q3	$3.52M	Buy	5,151 +869	+20%	+$626K	1.38%	21
2025 Q2	$3.37M	Sell	4,282 -174	-4%	-$118K	1.34%	22
2025 Q1	$2.74M	Hold	4,456	–	–	1.29%	22
2024 Q4	$2.8M	Hold	4,456	–	–	1.32%	23
2024 Q3	$2.77M	Sell	4,456 -6,166	-58%	-$3.94M	1.31%	19
2024 Q2	$6.98M	Buy	10,622 +10,107	+1,963%	+$6.27M	3.75%	10
2024 Q1	$335K	Hold	515	–	–	0.21%	69
2023 Q4	$322K	Hold	515	–	–	0.23%	61
2023 Q3	$263K	Hold	515	–	–	0.21%	63
2023 Q2	$236K	Buy	+515	New	+$226K	0.18%	73

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

Ted Buchan & Co's INTU Position: Q1 2026 in Review

Ted Buchan & Co increased its Intuit (INTU) stake by 4.3% in Q1 2026, buying an estimated $116K and bringing the position to 5,984 shares worth $2.59M. The position accounts for 0.94% of the portfolio, ranked #28.

Ted Buchan & Co first reported a position in INTU in Q2 2023 and has held it in 12 quarters since. The position peaked at $6.98M in Q2 2024. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Ted Buchan & Co held 5,984 shares of Intuit worth $2.59M as of Q1 2026.
Ted Buchan & Co bought 244 Intuit shares in Q1 2026, an estimated $116K.
Intuit made up 0.94% of Ted Buchan & Co's portfolio in Q1 2026, its #28 holding.
Ted Buchan & Co first reported a position in Intuit in Q2 2023 and has held it in 12 quarters since.
Ted Buchan & Co's Intuit position peaked at $6.98M in Q2 2024.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Ted Buchan & Co's 13F filing for Q1 2026, filed 14 May 2026.