Valley Forge Capital Management’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 | $81.8M | Sell |
189,072
-32,164
| -15% | -$15.3M | 2.42% | 7 |
|
|
2025
Q4 | $147M | Sell |
221,236
-39,861
| -15% | -$26.3M | 3.32% | 6 |
|
|
2025
Q3 | $178M | Sell |
261,097
-2,215
| -0.8% | -$1.6M | 4.29% | 6 |
|
|
2025
Q2 | $207M | Sell |
263,312
-34,048
| -11% | -$23M | 4.58% | 6 |
|
|
2025
Q1 | $183M | Sell |
297,360
-104,921
| -26% | -$63M | 4.16% | 6 |
|
|
2024
Q4 | $253M | Sell |
402,281
-42,600
| -10% | -$27.2M | 5.57% | 6 |
|
|
2024
Q3 | $276M | Hold |
444,881
| – | – | 6.14% | 5 |
|
|
2024
Q2 | $292M | Hold |
444,881
| – | – | 7.56% | 5 |
|
|
2024
Q1 | $289M | Hold |
444,881
| – | – | 7.89% | 5 |
|
|
2023
Q4 | $278M | Hold |
444,881
| – | – | 7.9% | 5 |
|
|
2023
Q3 | $227M | Hold |
444,881
| – | – | 7.75% | 5 |
|
|
2023
Q2 | $204M | Hold |
444,881
| – | – | 6.91% | 6 |
|
|
2023
Q1 | $198M | Buy |
444,881
+246,810
| +125% | +$101M | 7.51% | 6 |
|
|
2022
Q4 | $77.1M | Hold |
198,071
| – | – | 3.13% | 8 |
|
|
2022
Q3 | $76.7M | Buy |
198,071
+2,000
| +1% | +$864K | 3.64% | 7 |
|
|
2022
Q2 | $75.6M | Hold |
196,071
| – | – | 3.38% | 8 |
|
|
2022
Q1 | $94.3M | Hold |
196,071
| – | – | 3.59% | 8 |
|
|
2021
Q4 | $126M | Sell |
196,071
-19,150
| -9% | -$11.8M | 4.77% | 8 |
|
|
2021
Q3 | $116M | Hold |
215,221
| – | – | 4.61% | 7 |
|
|
2021
Q2 | $105M | Hold |
215,221
| – | – | 4.1% | 8 |
|
|
2021
Q1 | $82.4M | Buy |
215,221
+99,480
| +86% | +$38.3M | 3.9% | 7 |
|
|
2020
Q4 | $44M | Hold |
115,741
| – | – | 4.08% | 6 |
|
|
2020
Q3 | $37.8M | Hold |
115,741
| – | – | 4.1% | 6 |
|
|
2020
Q2 | $34.3M | Buy |
115,741
+21,100
| +22% | +$5.79M | 4.17% | 6 |
|
|
2020
Q1 | $21.8M | Hold |
94,641
| – | – | 4.61% | 6 |
|
|
2019
Q4 | $24.8M | Hold |
94,641
| – | – | 4.82% | 6 |
|
|
2019
Q3 | $25.2M | Hold |
94,641
| – | – | 5.62% | 5 |
|
|
2019
Q2 | $24.7M | Hold |
94,641
| – | – | 5.86% | 5 |
|
|
2019
Q1 | $24.7M | Buy |
94,641
+14,000
| +17% | +$3.24M | 6.55% | 5 |
|
|
2018
Q4 | $15.9M | Buy |
80,641
+22,141
| +38% | +$4.61M | 6.01% | 5 |
|
|
2018
Q3 | $13.3M | Hold |
58,500
| – | – | 4.43% | 5 |
|
|
2018
Q2 | $12M | Hold |
58,500
| – | – | 4.65% | 5 |
|
|
2018
Q1 | $10.1M | Hold |
58,500
| – | – | 4.75% | 5 |
|
|
2017
Q4 | $9.23M | Hold |
58,500
| – | – | 4.87% | 6 |
|
|
2017
Q3 | $8.31M | Hold |
58,500
| – | – | 5.27% | 6 |
|
|
2017
Q2 | $7.77M | Hold |
58,500
| – | – | 5.52% | 4 |
|
|
2017
Q1 | $6.79M | Hold |
58,500
| – | – | 5.28% | 6 |
|
|
2016
Q4 | $6.71M | Buy |
+58,500
| New | +$6.55M | 6.12% | 4 |
|
Other funds holding INTU
VCM
VPM
Valley Forge Capital Management's INTU Position: Q1 2026 in Review
Valley Forge Capital Management reduced its Intuit (INTU) stake by 15% in Q1 2026, selling an estimated $15.3M and leaving 189,072 shares worth $81.8M. The position accounts for 2.42% of the portfolio, ranked #7.
Valley Forge Capital Management first reported a position in INTU in Q4 2016 and has held it in 38 quarters since. The position peaked at $292M in Q2 2024. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.
- Valley Forge Capital Management held 189,072 shares of Intuit worth $81.8M as of Q1 2026.
- Valley Forge Capital Management sold 32,164 Intuit shares in Q1 2026, an estimated $15.3M.
- Intuit made up 2.42% of Valley Forge Capital Management's portfolio in Q1 2026, its #7 holding.
- Valley Forge Capital Management first reported a position in Intuit in Q4 2016 and has held it in 38 quarters since.
- Valley Forge Capital Management's Intuit position peaked at $292M in Q2 2024.
- 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.
Based on Valley Forge Capital Management's 13F filing for Q1 2026, filed 15 May 2026.