finance.yahoo.com

SGA sold Intuit after weaker Consumer Tax performance

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Sig1.55Sen-2.40Env0.00Soc0.00Gov0.00

SGA’s 2Q 2026 Global Growth Strategy investor letter discussed Intuit (INTU) amid weaker than expected Consumer Tax performance, alongside a modest revenue beat and higher full-year guidance in fiscal results. The letter also notes that SGA liquidated its Intuit position during the quarter, reflecting deteriorating confidence in Intuit’s Consumer Tax outlook.

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