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

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

Bank of Montreal's INTU Position: Q2 2026 in Review

Bank of Montreal increased its Intuit (INTU) stake by 11% in Q2 2026, buying an estimated $12.6M and bringing the position to 357,369 shares worth $93.3M. The position accounts for 0.03% of the portfolio, ranked #412.

Bank of Montreal first reported a position in INTU in Q2 2013 and has held it in 53 quarters since. The position peaked at $266M in Q2 2024. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Bank of Montreal held 357,369 shares of Intuit worth $93.3M as of Q2 2026.
Bank of Montreal bought 36,246 Intuit shares in Q2 2026, an estimated $12.6M.
Intuit made up 0.03% of Bank of Montreal's portfolio in Q2 2026, its #412 holding.
Bank of Montreal first reported a position in Intuit in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's Intuit position peaked at $266M in Q2 2024.
1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.