Calamos Wealth Management
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Calamos Wealth Management’s Intuit INTU Stock Holding History

Calamos Wealth 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 		$740K Sell
2,684
-174
-6% -$54.7K 0.02% 263
2026
Q2 		$746K Sell
2,858
-20,054
-88% -$6.99M 0.02% 258
2026
Q1 		$9.9M Sell
22,912
-757
-3% -$361K 0.34% 63
2025
Q4 		$15.7M Buy
23,669
+20,070
+558% +$13.3M 0.54% 44
2025
Q3 		$2.46M Sell
3,599
-40
-1% -$28.8K 0.09% 120
2025
Q2 		$2.87M Buy
3,639
+2,101
+137% +$1.42M 0.12% 101
2025
Q1 		$944K Buy
1,538
+115
+8% +$69.1K 0.05% 152
2024
Q4 		$894K Sell
1,423
-59
-4% -$37.7K 0.04% 148
2024
Q3 		$920K Sell
1,482
-10
-0.7% -$6.38K 0.05% 155
2024
Q2 		$981K Sell
1,492
-18,615
-93% -$11.5M 0.05% 143
2024
Q1 		$13.1M Buy
20,107
+307
+2% +$196K 0.73% 31
2023
Q4 		$12.4M Sell
19,800
-256
-1% -$141K 0.78% 33
2023
Q3 		$10.2M Buy
20,056
+4,865
+32% +$2.46M 0.78% 28
2023
Q2 		$6.96M Sell
15,191
-4,775
-24% -$2.09M 0.51% 55
2023
Q1 		$8.9M Buy
19,966
+3,700
+23% +$1.52M 0.7% 34
2022
Q4 		$6.33M Buy
16,266
+14,929
+1,117% +$5.92M 0.49% 56
2022
Q3 		$518K Sell
1,337
-77
-5% -$33.3K 0.04% 190
2022
Q2 		$545K Sell
1,414
-109
-7% -$45.1K 0.05% 192
2022
Q1 		$732K Buy
1,523
+166
+12% +$85K 0.05% 190
2021
Q4 		$873K Buy
+1,357
New +$838K 0.06% 171
2017
Q2 		– Sell
-8,256
Closed -$958K – 230
2017
Q1 		$958K Sell
8,256
-2,416
-23% -$290K 0.14% 146
2016
Q4 		$1.22M Sell
10,672
-353
-3% -$39.5K 0.2% 138
2016
Q3 		$1.21M Buy
11,025
+2,417
+28% +$270K 0.21% 140
2016
Q2 		$961K Buy
+8,608
New +$900K 0.17% 157

Other funds holding INTU

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Calamos Wealth Management's INTU Position: Q3 2026 in Review

Calamos Wealth Management reduced its Intuit (INTU) stake by 6.1% in Q3 2026, selling an estimated $54.7K and leaving 2,684 shares worth $740K. The position accounts for 0.02% of the portfolio, ranked #263.

Calamos Wealth Management first reported a position in INTU in Q2 2016 and has held it in 24 quarters since. The position peaked at $15.7M in Q4 2025. 922 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Calamos Wealth Management held 2,684 shares of Intuit worth $740K as of Q3 2026.
  • Calamos Wealth Management sold 174 Intuit shares in Q3 2026, an estimated $54.7K.
  • Intuit made up 0.02% of Calamos Wealth Management's portfolio in Q3 2026, its #263 holding.
  • Calamos Wealth Management first reported a position in Intuit in Q2 2016 and has held it in 24 quarters since.
  • Calamos Wealth Management's Intuit position peaked at $15.7M in Q4 2025.
  • 922 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Calamos Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.