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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
Q2 		$746K Sell
2,858
-20,054
-88% -$6.99M 0.02% 258
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Calamos Wealth Management's INTU Position: Q2 2026 in Review

Calamos Wealth Management reduced its Intuit (INTU) stake by 88% in Q2 2026, selling an estimated $6.99M and leaving 2,858 shares worth $746K. The position accounts for 0.02% of the portfolio, ranked #258.

Calamos Wealth Management first reported a position in INTU in Q2 2016 and has held it in 23 quarters since. The position peaked at $15.7M in Q4 2025. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Calamos Wealth Management held 2,858 shares of Intuit worth $746K as of Q2 2026.
  • Calamos Wealth Management sold 20,054 Intuit shares in Q2 2026, an estimated $6.99M.
  • Intuit made up 0.02% of Calamos Wealth Management's portfolio in Q2 2026, its #258 holding.
  • Calamos Wealth Management first reported a position in Intuit in Q2 2016 and has held it in 23 quarters since.
  • Calamos Wealth Management's Intuit position peaked at $15.7M in Q4 2025.
  • 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.