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	Hold	1,500	–	–	0.04%	204
2026 Q1	$649K	Buy	+1,500	New	+$715K	0.07%	153

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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.