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Bank of Stockton’s Intuit INTU Stock Holding History

Bank of Stockton’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
-335
Closed -$222K – 141
2025
Q4 		$222K Sell
335
-18
-5% -$11.9K 0.06% 131
2025
Q3 		$241K Hold
353
– – 0.07% 130
2025
Q2 		$278K Hold
353
– – 0.08% 121
2025
Q1 		$217K Hold
353
– – 0.07% 136
2024
Q4 		$222K Sell
353
-7
-2% -$4.47K 0.07% 136
2024
Q3 		$224K Hold
360
– – 0.07% 137
2024
Q2 		$237K Buy
360
+25
+7% +$15.5K 0.08% 121
2024
Q1 		$218K Hold
335
– – 0.07% 123
2023
Q4 		$208K Buy
+335
New +$185K 0.07% 121
2022
Q1 		– Sell
-335
Closed -$215K – 129
2021
Q4 		$215K Sell
335
-60
-15% -$37K 0.06% 121
2021
Q3 		$213K Buy
+395
New +$213K 0.07% 117

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Bank of Stockton sold out of Intuit (INTU) in Q1 2026, closing a stake of 335 shares — an estimated $222K sold.

Bank of Stockton first reported a position in INTU in Q3 2021 and held it in 11 quarters. The position peaked at $278K in Q2 2025. 2,010 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Bank of Stockton reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Bank of Stockton sold 335 Intuit shares in Q1 2026, an estimated $222K.
  • Bank of Stockton first reported a position in Intuit in Q3 2021 and held it in 11 quarters.
  • Bank of Stockton's Intuit position peaked at $278K in Q2 2025.
  • 2,010 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Bank of Stockton's 13F filing for Q1 2026, filed 29 Apr 2026.