Caldwell Trust’s Intuit INTU Stock Holding History

Caldwell Trust’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	$235K	Sell	852 -1	-0.1%	-$314	0.02%	315
2026 Q2	$223K	Sell	853 -27	-3%	-$9.4K	0.02%	322
2026 Q1	$380K	Hold	880	–	–	0.03%	256
2025 Q4	$583K	Hold	880	–	–	0.05%	216
2025 Q3	$601K	Buy	880 +54	+7%	+$38.9K	0.06%	210
2025 Q2	$651K	Hold	826	–	–	0.07%	196
2025 Q1	$507K	Sell	826 -161	-16%	-$96.7K	0.05%	214
2024 Q4	$620K	Hold	987	–	–	0.06%	196
2024 Q3	$613K	Hold	987	–	–	0.06%	204
2024 Q2	$649K	Hold	987	–	–	0.07%	186
2024 Q1	$642K	Sell	987 -7	-0.7%	-$4.47K	0.07%	189
2023 Q4	$621K	Buy	994 +7	+0.7%	+$3.86K	0.08%	184
2023 Q3	$504K	Hold	987	–	–	0.07%	197
2023 Q2	$452K	Sell	987 -12	-1%	-$5.26K	0.06%	209
2023 Q1	$445K	Hold	999	–	–	0.06%	204
2022 Q4	$389K	Hold	999	–	–	0.06%	213
2022 Q3	$387K	Hold	999	–	–	0.06%	212
2022 Q2	$385K	Hold	999	–	–	0.05%	213
2022 Q1	$480K	Hold	999	–	–	0.06%	204
2021 Q4	$643K	Hold	999	–	–	0.07%	184
2021 Q3	$539K	Sell	999 -19	-2%	-$10.2K	0.07%	194
2021 Q2	$499K	Hold	1,018	–	–	0.07%	191
2021 Q1	$390K	Sell	1,018 -100	-9%	-$38.5K	0.05%	202
2020 Q4	$425K	Sell	1,118 -60	-5%	-$21.1K	0.06%	187
2020 Q3	$384K	Sell	1,178 -100	-8%	-$31.3K	0.06%	191
2020 Q2	$379K	Hold	1,278	–	–	0.06%	196
2020 Q1	$294K	Hold	1,278	–	–	0.06%	200
2019 Q4	$335K	Buy	+1,278	New	+$334K	0.05%	211

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

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Caldwell Trust's INTU Position: Q3 2026 in Review

Caldwell Trust reduced its Intuit (INTU) stake by 0.12% in Q3 2026, selling an estimated $314 and leaving 852 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #315.

Caldwell Trust first reported a position in INTU in Q4 2019 and has held it in 28 quarters since. The position peaked at $651K in Q2 2025. 1,097 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

Caldwell Trust held 852 shares of Intuit worth $235K as of Q3 2026.
Caldwell Trust sold 1 Intuit share in Q3 2026, an estimated $314.
Intuit made up 0.02% of Caldwell Trust's portfolio in Q3 2026, its #315 holding.
Caldwell Trust first reported a position in Intuit in Q4 2019 and has held it in 28 quarters since.
Caldwell Trust's Intuit position peaked at $651K in Q2 2025.
1,097 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.