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 Q1	$649K	Buy	+1,500	New	+$715K	0.07%	153

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

ZEGA Investments's INTU Position: Q1 2026 in Review

ZEGA Investments held its Intuit (INTU) position steady in Q1 2026 at 1,505 shares worth $651K. The position accounts for 0.07% of the portfolio, ranked #151.

ZEGA Investments first reported a position in INTU in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.21M in Q2 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

ZEGA Investments held 1,505 shares of Intuit worth $651K as of Q1 2026.
ZEGA Investments left its Intuit share count unchanged in Q1 2026.
Intuit made up 0.07% of ZEGA Investments's portfolio in Q1 2026, its #151 holding.
ZEGA Investments first reported a position in Intuit in Q4 2024 and has held it in 6 quarters since.
ZEGA Investments's Intuit position peaked at $2.21M in Q2 2025.
2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on ZEGA Investments's 13F filing for Q1 2026, filed 11 May 2026.