CSC
INTU icon

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
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 +$3.69K ﹤0.01% 449

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

Caldwell Sutter Capital's INTU Position: Q2 2026 in Review

Caldwell Sutter Capital increased its Intuit (INTU) stake by 0.81% in Q2 2026, buying an estimated $9.06K and bringing the position to 3,220 shares worth $840K. The position accounts for 0.32% of the portfolio, ranked #76.

Caldwell Sutter Capital first reported a position in INTU in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.52M in Q2 2025. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Caldwell Sutter Capital held 3,220 shares of Intuit worth $840K as of Q2 2026.
  • Caldwell Sutter Capital bought 26 Intuit shares in Q2 2026, an estimated $9.06K.
  • Intuit made up 0.32% of Caldwell Sutter Capital's portfolio in Q2 2026, its #76 holding.
  • Caldwell Sutter Capital first reported a position in Intuit in Q1 2023 and has held it in 13 quarters since.
  • Caldwell Sutter Capital's Intuit position peaked at $2.52M in Q2 2025.
  • 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.