ZI
INTU icon

ZEGA Investments’s Intuit INTU Stock Holding History

ZEGA Investments’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
Q2 		$392K Sell
1,500
-5
-0.3% -$1.74K 0.04% 205
2026
Q1 		$651K Hold
1,505
– – 0.07% 151
2025
Q4 		$997K Hold
1,505
– – 0.12% 94
2025
Q3 		$1.03M Sell
1,505
-1,300
-46% -$937K 0.14% 85
2025
Q2 		$2.21M Sell
2,805
-6
-0.2% -$4.06K 0.3% 44
2025
Q1 		$1.73M Buy
2,811
+1,286
+84% +$772K 0.26% 49
2024
Q4 		$912K Buy
+1,525
New +$974K 0.23% 59

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ZEGA Investments's INTU Position: Q2 2026 in Review

ZEGA Investments reduced its Intuit (INTU) stake by 0.33% in Q2 2026, selling an estimated $1.74K and leaving 1,500 shares worth $392K. The position accounts for 0.04% of the portfolio, ranked #205.

ZEGA Investments first reported a position in INTU in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.21M in Q2 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • ZEGA Investments held 1,500 shares of Intuit worth $392K as of Q2 2026.
  • ZEGA Investments sold 5 Intuit shares in Q2 2026, an estimated $1.74K.
  • Intuit made up 0.04% of ZEGA Investments's portfolio in Q2 2026, its #205 holding.
  • ZEGA Investments first reported a position in Intuit in Q4 2024 and has held it in 7 quarters since.
  • ZEGA Investments's Intuit position peaked at $2.21M in Q2 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.