Bank of Montreal’s Intuit INTU Stock Holding History

Bank of Montreal’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	–	Sell	-1,800	Closed	-$1.19M	–	3882
2025 Q4	$1.19M	Buy	+1,800	New	+$1.19M	﹤0.01%	1888
2021 Q2	–	Sell	-2,300	Closed	-$946K	–	4267
2021 Q1	$946K	Buy	+2,300	New	+$886K	﹤0.01%	2231
2020 Q3	–	Sell	-8,000	Closed	-$2.46M	–	4847
2020 Q2	$2.46M	Buy	8,000 +3,000	+60%	+$823K	﹤0.01%	1538
2020 Q1	$1.13M	Buy	5,000 +1,300	+35%	+$352K	﹤0.01%	1661
2019 Q4	$969K	Buy	3,700 +400	+12%	+$105K	﹤0.01%	2294
2019 Q3	$878K	Sell	3,300 -77,500	-96%	-$21.3M	﹤0.01%	2143
2019 Q2	$21.1M	Buy	80,800 +74,300	+1,143%	+$18.9M	0.02%	630
2019 Q1	$1.7M	Buy	+6,500	New	+$1.5M	﹤0.01%	1772
2018 Q4	–	Sell	-11,100	Closed	-$2.52M	–	4749
2018 Q3	$2.52M	Buy	+11,100	New	+$2.38M	﹤0.01%	1552

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Bank of Montreal's INTU Position: Q1 2026 in Review

Bank of Montreal reduced its Intuit (INTU) stake by 4.3% in Q1 2026, selling an estimated $6.93M and leaving 321,123 shares worth $139M. The position accounts for 0.05% of the portfolio, ranked #287.

Bank of Montreal first reported a position in INTU in Q2 2013 and has held it in 52 quarters since. The position peaked at $266M in Q2 2024. 2,009 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Bank of Montreal held 321,123 shares of Intuit worth $139M as of Q1 2026.
Bank of Montreal sold 14,526 Intuit shares in Q1 2026, an estimated $6.93M.
Intuit made up 0.05% of Bank of Montreal's portfolio in Q1 2026, its #287 holding.
Bank of Montreal first reported a position in Intuit in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's Intuit position peaked at $266M in Q2 2024.
2,009 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.