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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
Q1 		$9.91M 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 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

Calamos Wealth Management's INTU Position: Q1 2026 in Review

Calamos Wealth Management reduced its Intuit (INTU) stake by 3.2% in Q1 2026, selling an estimated $361K and leaving 22,912 shares worth $9.91M. The position accounts for 0.34% of the portfolio, ranked #63.

Calamos Wealth Management first reported a position in INTU in Q2 2016 and has held it in 22 quarters since. The position peaked at $15.7M in Q4 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Calamos Wealth Management held 22,912 shares of Intuit worth $9.91M as of Q1 2026.
  • Calamos Wealth Management sold 757 Intuit shares in Q1 2026, an estimated $361K.
  • Intuit made up 0.34% of Calamos Wealth Management's portfolio in Q1 2026, its #63 holding.
  • Calamos Wealth Management first reported a position in Intuit in Q2 2016 and has held it in 22 quarters since.
  • Calamos Wealth Management's Intuit position peaked at $15.7M in Q4 2025.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.