Caldwell Sutter Capital’s Intuit INTU Stock Holding History

Caldwell Sutter Capital’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	$884K	Sell	3,207 -13	-0.4%	-$4.08K	0.33%	72
2026 Q2	$840K	Buy	3,220 +26	+0.8%	+$9.06K	0.32%	76
2026 Q1	$1.38M	Buy	3,194 +24	+0.8%	+$11.4K	0.56%	43
2025 Q4	$2.1M	Hold	3,170	–	–	0.89%	26
2025 Q3	$2.16M	Sell	3,170 -30	-0.9%	-$21.6K	0.92%	25
2025 Q2	$2.52M	Sell	3,200 -200	-6%	-$135K	1.15%	16
2025 Q1	$2.09M	Buy	3,400 +3,360	+8,400%	+$2.02M	0.99%	19
2024 Q4	$25.1K	Hold	40	–	–	0.01%	448
2024 Q3	$24.8K	Sell	40 -25	-38%	-$16K	0.01%	453
2024 Q2	$42.7K	Buy	+65	New	+$40.3K	0.02%	376
2024 Q1	–	Sell	-7	Closed	-$4.38K	–	950
2023 Q4	$4.38K	Sell	7 -13	-65%	-$7.17K	﹤0.01%	647
2023 Q3	$10.2K	Hold	20	–	–	0.01%	526
2023 Q2	$9.16K	Buy	20 +11	+122%	+$4.82K	﹤0.01%	538
2023 Q1	$4.01K	Buy	+9	New	+$3.7K	﹤0.01%	449

Other funds holding INTU

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Caldwell Sutter Capital's INTU Position: Q3 2026 in Review

Caldwell Sutter Capital reduced its Intuit (INTU) stake by 0.4% in Q3 2026, selling an estimated $4.08K and leaving 3,207 shares worth $884K. The position accounts for 0.33% of the portfolio, ranked #72.

Caldwell Sutter Capital first reported a position in INTU in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.52M in Q2 2025. 1,027 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

Caldwell Sutter Capital held 3,207 shares of Intuit worth $884K as of Q3 2026.
Caldwell Sutter Capital sold 13 Intuit shares in Q3 2026, an estimated $4.08K.
Intuit made up 0.33% of Caldwell Sutter Capital's portfolio in Q3 2026, its #72 holding.
Caldwell Sutter Capital first reported a position in Intuit in Q1 2023 and has held it in 14 quarters since.
Caldwell Sutter Capital's Intuit position peaked at $2.52M in Q2 2025.
1,027 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.