Triumph Capital Management’s Intuit INTU Stock Holding History

Triumph Capital 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 Q3	$151K	Buy	549 +91	+20%	+$28.6K	0.03%	419
2026 Q2	$120K	Sell	458 -71	-13%	-$24.7K	0.02%	452
2026 Q1	$229K	Buy	529 +117	+28%	+$55.8K	0.05%	315
2025 Q4	$273K	Buy	412 +12	+3%	+$7.93K	0.06%	265
2025 Q3	$273K	Buy	+400	New	+$288K	0.07%	263
2022 Q4	–	Sell	-522	Closed	-$202K	–	230
2022 Q3	$202K	Sell	522 -790	-60%	-$341K	0.11%	181
2022 Q2	$506K	Buy	1,312 +58	+5%	+$24K	0.27%	91
2022 Q1	$603K	Buy	+1,254	New	+$642K	0.26%	100

Other funds holding INTU

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

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Triumph Capital Management's INTU Position: Q3 2026 in Review

Triumph Capital Management increased its Intuit (INTU) stake by 20% in Q3 2026, buying an estimated $28.6K and bringing the position to 549 shares worth $151K. The position accounts for 0.03% of the portfolio, ranked #419.

Triumph Capital Management first reported a position in INTU in Q1 2022 and has held it in 8 quarters since. The position peaked at $603K in Q1 2022. 1,097 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

Triumph Capital Management held 549 shares of Intuit worth $151K as of Q3 2026.
Triumph Capital Management bought 91 Intuit shares in Q3 2026, an estimated $28.6K.
Intuit made up 0.03% of Triumph Capital Management's portfolio in Q3 2026, its #419 holding.
Triumph Capital Management first reported a position in Intuit in Q1 2022 and has held it in 8 quarters since.
Triumph Capital Management's Intuit position peaked at $603K in Q1 2022.
1,097 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.