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	-$3.72K	–	728
2025 Q1	$3.72K	Hold	6	–	–	﹤0.01%	564
2024 Q4	$6.12K	Buy	+6	New	+$3.83K	﹤0.01%	489

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

Tidemark's INTU Position: Q1 2026 in Review

Tidemark reduced its Intuit (INTU) stake by 22% in Q1 2026, selling an estimated $69.2K and leaving 519 shares worth $224K. The position accounts for 0.06% of the portfolio, ranked #134.

Tidemark first reported a position in INTU in Q4 2023 and has held it in 10 quarters since. The position peaked at $803K in Q3 2024. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Tidemark held 519 shares of Intuit worth $224K as of Q1 2026.
Tidemark sold 145 Intuit shares in Q1 2026, an estimated $69.2K.
Intuit made up 0.06% of Tidemark's portfolio in Q1 2026, its #134 holding.
Tidemark first reported a position in Intuit in Q4 2023 and has held it in 10 quarters since.
Tidemark's Intuit position peaked at $803K in Q3 2024.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Tidemark's 13F filing for Q1 2026, filed 7 May 2026.