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 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	+$3.69K	﹤0.01%	449

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Caldwell Sutter Capital's INTU Position: Q1 2026 in Review

Caldwell Sutter Capital increased its Intuit (INTU) stake by 0.76% in Q1 2026, buying an estimated $11.4K and bringing the position to 3,194 shares worth $1.38M. The position accounts for 0.56% of the portfolio, ranked #43.

Caldwell Sutter Capital first reported a position in INTU in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.52M in Q2 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Caldwell Sutter Capital held 3,194 shares of Intuit worth $1.38M as of Q1 2026.
Caldwell Sutter Capital bought 24 Intuit shares in Q1 2026, an estimated $11.4K.
Intuit made up 0.56% of Caldwell Sutter Capital's portfolio in Q1 2026, its #43 holding.
Caldwell Sutter Capital first reported a position in Intuit in Q1 2023 and has held it in 12 quarters since.
Caldwell Sutter Capital's Intuit position peaked at $2.52M in Q2 2025.
2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.