ThornTree Capital Partners’s Intuit INTU Stock Holding History

ThornTree Capital Partners’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	$25.7M	Sell	98,636 -32,537	-25%	-$11.3M	3.52%	13
2026 Q1	$56.7M	Buy	131,173 +41,871	+47%	+$20M	10.06%	1
2025 Q4	$59.2M	Buy	89,302 +11,192	+14%	+$7.4M	9.89%	1
2025 Q3	$53.3M	Buy	78,110 +29,021	+59%	+$20.9M	8.16%	2
2025 Q2	$38.7M	Sell	49,089 -7,454	-13%	-$5.04M	6.44%	7
2025 Q1	$34.7M	Buy	+56,543	New	+$34M	7.66%	4
2024 Q3	–	Sell	-43,937	Closed	-$28.9M	–	27
2024 Q2	$28.9M	Sell	43,937 -4,803	-10%	-$2.98M	4.92%	9
2024 Q1	$31.7M	Sell	48,740 -12,203	-20%	-$7.79M	5.34%	9
2023 Q4	$38.1M	Buy	60,943 +7,422	+14%	+$4.09M	6.26%	4
2023 Q3	$27.3M	Hold	53,521	–	–	7.15%	6
2023 Q2	$24.5M	Buy	53,521 +12,605	+31%	+$5.52M	5.83%	7
2023 Q1	$18.2M	Buy	40,916 +15,440	+61%	+$6.34M	4.53%	12
2022 Q4	$9.92M	Buy	+25,476	New	+$10.1M	3.26%	13

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 $3.37T AUM 44.26% 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

ThornTree Capital Partners's INTU Position: Q2 2026 in Review

ThornTree Capital Partners reduced its Intuit (INTU) stake by 25% in Q2 2026, selling an estimated $11.3M and leaving 98,636 shares worth $25.7M. The position accounts for 3.52% of the portfolio, ranked #13.

ThornTree Capital Partners first reported a position in INTU in Q4 2022 and has held it in 13 quarters since. The position peaked at $59.2M in Q4 2025. 1,736 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

ThornTree Capital Partners held 98,636 shares of Intuit worth $25.7M as of Q2 2026.
ThornTree Capital Partners sold 32,537 Intuit shares in Q2 2026, an estimated $11.3M.
Intuit made up 3.52% of ThornTree Capital Partners's portfolio in Q2 2026, its #13 holding.
ThornTree Capital Partners first reported a position in Intuit in Q4 2022 and has held it in 13 quarters since.
ThornTree Capital Partners's Intuit position peaked at $59.2M in Q4 2025.
1,736 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on ThornTree Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.