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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Triad Investment Management's INTU Position: Q1 2026 in Review

Triad Investment Management increased its Intuit (INTU) stake by 62% in Q1 2026, buying an estimated $1.12M and bringing the position to 6,138 shares worth $2.65M. The position accounts for 3.13% of the portfolio, ranked #15.

Triad Investment Management first reported a position in INTU in Q1 2023 and has held it in 7 quarters since. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Triad Investment Management held 6,138 shares of Intuit worth $2.65M as of Q1 2026.
  • Triad Investment Management bought 2,345 Intuit shares in Q1 2026, an estimated $1.12M.
  • Intuit made up 3.13% of Triad Investment Management's portfolio in Q1 2026, its #15 holding.
  • Triad Investment Management first reported a position in Intuit in Q1 2023 and has held it in 7 quarters since.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Triad Investment Management's 13F filing for Q1 2026, filed 24 Apr 2026.