Tidemark’s Intuit INTU Stock Holding History

Tidemark’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
2025 Q2	–	Sell	-6	Closed	-$1.65K	–	727
2025 Q1	$1.65K	Buy	+6	New	+$3.6K	﹤0.01%	628

Other funds holding INTU

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Tidemark's INTU Position: Q3 2026 in Review

Tidemark reduced its Intuit (INTU) stake by 7.9% in Q3 2026, selling an estimated $12.9K and leaving 480 shares worth $132K. The position accounts for 0.03% of the portfolio, ranked #205.

Tidemark first reported a position in INTU in Q4 2023 and has held it in 12 quarters since. The position peaked at $803K in Q3 2024. 1,003 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

Tidemark held 480 shares of Intuit worth $132K as of Q3 2026.
Tidemark sold 41 Intuit shares in Q3 2026, an estimated $12.9K.
Intuit made up 0.03% of Tidemark's portfolio in Q3 2026, its #205 holding.
Tidemark first reported a position in Intuit in Q4 2023 and has held it in 12 quarters since.
Tidemark's Intuit position peaked at $803K in Q3 2024.
1,003 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Tidemark's 13F filing for Q3 2026, filed 9 Nov 2026.