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Boltwood Capital Management’s Intuit INTU Stock Holding History

Boltwood Capital Management’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
Q3 		$224K Sell
814
-204
-20% -$64.1K 0.05% 185
2026
Q2 		$266K Buy
1,018
+435
+75% +$152K 0.06% 173
2026
Q1 		$252K Buy
583
+234
+67% +$112K 0.06% 170
2025
Q4 		$231K Buy
+349
New +$231K 0.06% 173

Other funds holding INTU

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GPI
General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM

Boltwood Capital Management's INTU Position: Q3 2026 in Review

Boltwood Capital Management reduced its Intuit (INTU) stake by 20% in Q3 2026, selling an estimated $64.1K and leaving 814 shares worth $224K. The position accounts for 0.05% of the portfolio, ranked #185.

Boltwood Capital Management first reported a position in INTU in Q4 2025 and has held it in 4 quarters since. The position peaked at $266K in Q2 2026. 11 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Boltwood Capital Management held 814 shares of Intuit worth $224K as of Q3 2026.
  • Boltwood Capital Management sold 204 Intuit shares in Q3 2026, an estimated $64.1K.
  • Intuit made up 0.05% of Boltwood Capital Management's portfolio in Q3 2026, its #185 holding.
  • Boltwood Capital Management first reported a position in Intuit in Q4 2025 and has held it in 4 quarters since.
  • Boltwood Capital Management's Intuit position peaked at $266K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Boltwood Capital Management's 13F filing for Q3 2026, filed 2 Oct 2026.