UBS Group’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.3M | Buy |
+33,100
| New | +$15.8M | ﹤0.01% | 2951 |
|
|
2025
Q4 | – | Sell |
-26,900
| Closed | -$18.4M | – | 10837 |
|
|
2025
Q3 | $18.4M | Sell |
26,900
-7,600
| -22% | -$5.48M | ﹤0.01% | 2666 |
|
|
2025
Q2 | $27.2M | Buy |
34,500
+33,800
| +4,829% | +$22.9M | ﹤0.01% | 2065 |
|
|
2025
Q1 | $430K | Sell |
700
-25,300
| -97% | -$15.2M | ﹤0.01% | 5966 |
|
|
2024
Q4 | $16.3M | Sell |
26,000
-22,100
| -46% | -$14.1M | ﹤0.01% | 2548 |
|
|
2024
Q3 | $29.9M | Buy |
48,100
+21,500
| +81% | +$13.7M | 0.01% | 1524 |
|
|
2024
Q2 | $17.5M | Sell |
26,600
-16,500
| -38% | -$10.2M | ﹤0.01% | 1801 |
|
|
2024
Q1 | $28M | Sell |
43,100
-54,992
| -56% | -$35.1M | 0.01% | 1434 |
|
|
2023
Q4 | $61.3M | Buy |
+98,092
| New | +$54.1M | 0.02% | 855 |
|
|
2023
Q3 | – | Sell |
-12,000
| Closed | -$5.5M | – | 9701 |
|
|
2023
Q2 | $5.5M | Buy |
+12,000
| New | +$5.26M | ﹤0.01% | 2487 |
|
|
2023
Q1 | – | Sell |
-11,200
| Closed | -$4.36M | – | 9948 |
|
|
2022
Q4 | $4.36M | Buy |
11,200
+6,200
| +124% | +$2.46M | ﹤0.01% | 2637 |
|
|
2022
Q3 | $1.94M | Hold |
5,000
| – | – | ﹤0.01% | 3188 |
|
|
2022
Q2 | $1.93M | Hold |
5,000
| – | – | ﹤0.01% | 3185 |
|
|
2022
Q1 | $2.4M | Sell |
5,000
-18,900
| -79% | -$9.68M | ﹤0.01% | 3257 |
|
|
2021
Q4 | $15.4M | Buy |
23,900
+17,500
| +273% | +$10.8M | ﹤0.01% | 1771 |
|
|
2021
Q3 | $3.45M | Hold |
6,400
| – | – | ﹤0.01% | 3069 |
|
|
2021
Q2 | $3.14M | Buy |
+6,400
| New | +$2.78M | ﹤0.01% | 3145 |
|
|
2019
Q4 | – | Sell |
-50,000
| Closed | -$13.3M | – | 8260 |
|
|
2019
Q3 | $13.3M | Buy |
+50,000
| New | +$13.8M | 0.01% | 1542 |
|
|
2018
Q2 | – | Sell |
-8,000
| Closed | -$1.39M | – | 8102 |
|
|
2018
Q1 | $1.39M | Buy |
8,000
+5,000
| +167% | +$841K | ﹤0.01% | 3435 |
|
|
2017
Q4 | $473K | Buy |
+3,000
| New | +$457K | ﹤0.01% | 4335 |
|
|
2016
Q1 | – | Sell |
-2,800
| Closed | -$270K | – | 7873 |
|
|
2015
Q4 | $270K | Hold |
2,800
| – | – | ﹤0.01% | 4442 |
|
|
2015
Q3 | $249K | Sell |
2,800
-400
| -13% | -$38.8K | ﹤0.01% | 4459 |
|
|
2015
Q2 | $322K | Buy |
+3,200
| New | +$327K | ﹤0.01% | 4460 |
|
|
2015
Q1 | – | Sell |
-700
| Closed | -$65K | – | 9044 |
|
|
2014
Q4 | $65K | Buy |
+700
| New | +$62.3K | ﹤0.01% | 6164 |
|
Other funds holding INTU
VCM
VPM
UBS Group's INTU Position: Q1 2026 in Review
UBS Group increased its Intuit (INTU) stake by 116% in Q1 2026, buying an estimated $531M and bringing the position to 2,074,550 shares worth $897M. The position accounts for 0.13% of the portfolio, ranked #148.
UBS Group first reported a position in INTU in Q4 2014 and has held it in 46 quarters since. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.
- UBS Group held 2,074,550 shares of Intuit worth $897M as of Q1 2026.
- UBS Group bought 1,112,851 Intuit shares in Q1 2026, an estimated $531M.
- Intuit made up 0.13% of UBS Group's portfolio in Q1 2026, its #148 holding.
- UBS Group first reported a position in Intuit in Q4 2014 and has held it in 46 quarters since.
- 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.