Triad Investment Management’s Intuit INTU Stock Holding History

Triad Investment Management’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	$2.23M	Buy	8,559 +2,421	+39%	+$843K	2.46%	18
2026 Q1	$2.65M	Buy	6,138 +2,345	+62%	+$1.12M	3.13%	15
2025 Q4	$2.51M	Buy	+3,793	New	+$2.51M	2.54%	20
2024 Q1	$426K	Hold	656	–	–	0.52%	30
2023 Q4	$410K	Hold	656	–	–	0.54%	31
2023 Q3	$335K	Hold	656	–	–	0.49%	33
2023 Q2	$301K	Hold	656	–	–	0.42%	40
2023 Q1	$292K	Buy	+656	New	+$269K	0.43%	38

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

Triad Investment Management's INTU Position: Q2 2026 in Review

Triad Investment Management increased its Intuit (INTU) stake by 39% in Q2 2026, buying an estimated $843K and bringing the position to 8,559 shares worth $2.23M. The position accounts for 2.46% of the portfolio, ranked #18.

Triad Investment Management first reported a position in INTU in Q1 2023 and has held it in 8 quarters since. The position peaked at $2.65M in Q1 2026. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Triad Investment Management held 8,559 shares of Intuit worth $2.23M as of Q2 2026.
Triad Investment Management bought 2,421 Intuit shares in Q2 2026, an estimated $843K.
Intuit made up 2.46% of Triad Investment Management's portfolio in Q2 2026, its #18 holding.
Triad Investment Management first reported a position in Intuit in Q1 2023 and has held it in 8 quarters since.
Triad Investment Management's Intuit position peaked at $2.65M in Q1 2026.
1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Triad Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.