Trillium Asset Management’s Intuit INTU Stock Holding History

Trillium Asset 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	$23.6M	Buy	67,505 +11,847	+21%	+$5.65M	0.78%	40
2025 Q4	$37.5M	Sell	55,658 -423	-0.8%	-$280K	1.15%	19
2025 Q3	$38.3M	Buy	56,081 +15,931	+40%	+$11.5M	1.01%	23
2025 Q2	$31.6M	Buy	40,150 +11,476	+40%	+$7.77M	0.85%	33
2025 Q1	$17.6M	Buy	28,674 +11,491	+67%	+$6.9M	0.51%	64
2024 Q4	$10.8M	Buy	17,183 +15,733	+1,085%	+$10.1M	0.28%	96
2024 Q3	$900K	Buy	1,450 +1	+0.1%	+$638	0.02%	172
2024 Q2	$952K	Buy	1,449 +4	+0.3%	+$2.48K	0.02%	171
2024 Q1	$939K	Buy	1,445 +532	+58%	+$340K	0.02%	171
2023 Q4	$571K	Buy	+913	New	+$504K	0.02%	186
2023 Q1	–	Sell	-746	Closed	-$290K	–	228
2022 Q4	$290K	Buy	+746	New	+$296K	0.01%	217
2022 Q1	–	Sell	-19,229	Closed	-$12.4M	–	246
2021 Q4	$12.4M	Buy	19,229 +422	+2%	+$260K	0.29%	95
2021 Q3	$10.1M	Buy	18,807 +915	+5%	+$493K	0.27%	95
2021 Q2	$8.77M	Buy	17,892 +552	+3%	+$239K	0.24%	100
2021 Q1	$6.64M	Buy	17,340 +28	+0.2%	+$10.8K	0.21%	106
2020 Q4	$6.58M	Buy	17,312 +113	+0.7%	+$39.7K	0.24%	103
2020 Q3	$5.61M	Buy	17,199 +99	+0.6%	+$31K	0.24%	101
2020 Q2	$5.07M	Hold	17,100	–	–	0.22%	101
2020 Q1	$3.93M	Sell	17,100 -4,000	-19%	-$1.08M	0.21%	111
2019 Q4	$5.53M	Sell	21,100 -700	-3%	-$183K	0.25%	114
2019 Q3	$5.8M	Buy	21,800 +720	+3%	+$198K	0.27%	109
2019 Q2	$5.51M	Sell	21,080 -6,500	-24%	-$1.65M	0.27%	111
2019 Q1	$7.21M	Hold	27,580	–	–	0.36%	95
2018 Q4	$5.43M	Sell	27,580 -4,500	-14%	-$936K	0.31%	101
2018 Q3	$7.29M	Hold	32,080	–	–	0.36%	93
2018 Q2	$6.55M	Sell	32,080 -41	-0.1%	-$7.86K	0.35%	96
2018 Q1	$5.57M	Sell	32,121 -2,879	-8%	-$484K	0.31%	106
2017 Q4	$5.52M	Hold	35,000	–	–	0.3%	109
2017 Q3	$4.97M	Sell	35,000 -149	-0.4%	-$20.6K	0.28%	111
2017 Q2	$4.67M	Buy	35,149 +149	+0.4%	+$19.3K	0.28%	114
2017 Q1	$4.06M	Hold	35,000	–	–	0.26%	113
2016 Q4	$4.01M	Sell	35,000 -5,115	-13%	-$573K	0.26%	116
2016 Q3	$4.41M	Sell	40,115 -1,582	-4%	-$177K	0.28%	112
2016 Q2	$4.65M	Buy	41,697 +9,822	+31%	+$1.03M	0.31%	109
2016 Q1	$3.31M	Buy	31,875 +178	+0.6%	+$17.2K	0.22%	128
2015 Q4	$3.06M	Sell	31,697 -73	-0.2%	-$7.06K	0.21%	129
2015 Q3	$2.82M	Buy	+31,770	New	+$3.08M	0.2%	128

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

Trillium Asset Management's INTU Position: Q1 2026 in Review

Trillium Asset Management increased its Intuit (INTU) stake by 21% in Q1 2026, buying an estimated $5.65M and bringing the position to 67,505 shares worth $23.6M. The position accounts for 0.78% of the portfolio, ranked #40.

Trillium Asset Management first reported a position in INTU in Q3 2015 and has held it in 37 quarters since. The position peaked at $38.3M in Q3 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Trillium Asset Management held 67,505 shares of Intuit worth $23.6M as of Q1 2026.
Trillium Asset Management bought 11,847 Intuit shares in Q1 2026, an estimated $5.65M.
Intuit made up 0.78% of Trillium Asset Management's portfolio in Q1 2026, its #40 holding.
Trillium Asset Management first reported a position in Intuit in Q3 2015 and has held it in 37 quarters since.
Trillium Asset Management's Intuit position peaked at $38.3M in Q3 2025.
2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Trillium Asset Management's 13F filing for Q1 2026, filed 11 May 2026.