Troy Asset Management’s Intuit INTU Stock Holding History

Troy 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	$31M	Buy	71,622 +16,454	+30%	+$7.85M	0.92%	17
2025 Q4	$36.5M	Buy	55,168 +7,921	+17%	+$5.23M	0.94%	15
2025 Q3	$32.3M	Buy	47,247 +316	+0.7%	+$228K	0.83%	21
2025 Q2	$37M	Hold	46,931	–	–	1.01%	19
2025 Q1	$37M	Buy	46,931 +3,852	+9%	+$2.31M	1.01%	19
2024 Q4	$27.1M	Sell	43,079 -592	-1%	-$378K	0.89%	25
2024 Q3	$27.1M	Buy	43,671 +2,794	+7%	+$1.78M	0.85%	30
2024 Q2	$26.9M	Hold	40,877	–	–	0.87%	29
2024 Q1	$26.6M	Sell	40,877 -57	-0.1%	-$36.4K	0.8%	28
2023 Q4	$25.6M	Sell	40,934 -6,645	-14%	-$3.67M	0.81%	27
2023 Q3	$24.3M	Sell	47,579 -25,467	-35%	-$12.9M	0.76%	27
2023 Q2	$33.5M	Sell	73,046 -25	-0%	-$10.9K	0.98%	23
2023 Q1	$32.6M	Buy	73,071 +1,348	+2%	+$553K	0.96%	23
2022 Q4	$27.9M	Sell	71,723 -4,421	-6%	-$1.75M	0.78%	24
2022 Q3	$29.5M	Sell	76,144 -11,473	-13%	-$4.96M	0.85%	22
2022 Q2	$33.8M	Buy	87,617 +10,546	+14%	+$4.37M	0.69%	19
2022 Q1	$37.1M	Sell	77,071 -3,964	-5%	-$2.03M	0.66%	19
2021 Q4	$52.1M	Buy	81,035 +1,500	+2%	+$926K	0.91%	18
2021 Q3	$42.9M	Sell	79,535 -5,604	-7%	-$3.02M	0.81%	18
2021 Q2	$41.7M	Buy	85,139 +3,119	+4%	+$1.35M	0.71%	19
2021 Q1	$31.4M	Buy	82,020 +22,568	+38%	+$8.69M	0.59%	22
2020 Q4	$22.6M	Hold	59,452	–	–	0.46%	21
2020 Q3	$19.4M	Hold	59,452	–	–	0.47%	19
2020 Q2	$17.6M	Buy	59,452 +2,880	+5%	+$790K	0.49%	20
2020 Q1	$13M	Hold	56,572	–	–	0.43%	20
2019 Q4	$14.8M	Buy	56,572 +3,090	+6%	+$808K	0.54%	18
2019 Q3	$14.2M	Hold	53,482	–	–	0.57%	18
2019 Q2	$14M	Hold	53,482	–	–	0.59%	17
2019 Q1	$14M	Hold	53,482	–	–	0.68%	17
2018 Q4	$10.5M	Hold	53,482	–	–	0.53%	19
2018 Q3	$12.2M	Hold	53,482	–	–	0.57%	19
2018 Q2	$10.9M	Sell	53,482 -1,500	-3%	-$288K	0.56%	20
2018 Q1	$9.53M	Sell	54,982 -10,018	-15%	-$1.69M	0.44%	21
2017 Q4	$10.3M	Hold	65,000	–	–	0.42%	22
2017 Q3	$9.24M	Buy	+65,000	New	+$8.97M	0.42%	22
2016 Q4	–	Sell	-62,200	Closed	-$6.84M	–	49
2016 Q3	$6.84M	Buy	62,200 +10,000	+19%	+$1.12M	0.37%	20
2016 Q2	$5.83M	Hold	52,200	–	–	0.31%	20
2016 Q1	$5.43M	Hold	52,200	–	–	0.3%	19
2015 Q4	$5.04M	Hold	52,200	–	–	0.3%	20
2015 Q3	$4.63M	Buy	52,200 +27,000	+107%	+$2.62M	0.28%	20
2015 Q2	$2.54M	Hold	25,200	–	–	0.16%	19
2015 Q1	$244K	Hold	25,200	–	–	2.18%	14
2014 Q4	$2.32M	Buy	+25,200	New	+$2.24M	0.15%	19

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

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

Troy Asset Management increased its Intuit (INTU) stake by 30% in Q1 2026, buying an estimated $7.85M and bringing the position to 71,622 shares worth $31M. The position accounts for 0.92% of the portfolio, ranked #17.

Troy Asset Management first reported a position in INTU in Q4 2014 and has held it in 43 quarters since. The position peaked at $52.1M in Q4 2021. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Troy Asset Management held 71,622 shares of Intuit worth $31M as of Q1 2026.
Troy Asset Management bought 16,454 Intuit shares in Q1 2026, an estimated $7.85M.
Intuit made up 0.92% of Troy Asset Management's portfolio in Q1 2026, its #17 holding.
Troy Asset Management first reported a position in Intuit in Q4 2014 and has held it in 43 quarters since.
Troy Asset Management's Intuit position peaked at $52.1M in Q4 2021.
2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

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