12
INTU
INTUIT · Information Technology
Consensus score 12/100 · #39 this quarter · tier-weighted across tracked managers
↓DivergingPrice action since filingas of 2026-07-10
vs 50-day avg
-14.3%
21-day momentum
-6.4%
recent volume
1.05×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S4· DecliningStage Analysis · Weinstein
vs 30-wk avg
-37.5%
30-wk MA slope
-10.8%
rel. strength
-49.5
52-wk range
4%
Declining — below a falling 30-week trend, lagging the market. Weinstein says avoid. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Holders
5
tracked managers
New this Q
1
opened a position
Avg weight
3.2%
of their portfolios
Combined value
$1.41B
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Lindsell Train Concentrated | 10.1% | $317M | ADD |
| Eagle Capital Quality value | 3.4% | $1.00B | ADD |
| Valley Forge Capital Quality compounder | 2.4% | $82M | TRIM |
| Polen Capital Quality growth | 0.1% | $9M | TRIM |
| Yacktman Asset Management Quality value | 0.0% | $3M | NEW |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.