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 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%	-$5.25K	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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Caldwell Trust's INTU Position: Q2 2026 in Review

Caldwell Trust reduced its Intuit (INTU) stake by 3.1% in Q2 2026, selling an estimated $9.4K and leaving 853 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #322.

Caldwell Trust first reported a position in INTU in Q4 2019 and has held it in 27 quarters since. The position peaked at $651K in Q2 2025. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Caldwell Trust held 853 shares of Intuit worth $223K as of Q2 2026.
Caldwell Trust sold 27 Intuit shares in Q2 2026, an estimated $9.4K.
Intuit made up 0.02% of Caldwell Trust's portfolio in Q2 2026, its #322 holding.
Caldwell Trust first reported a position in Intuit in Q4 2019 and has held it in 27 quarters since.
Caldwell Trust's Intuit position peaked at $651K in Q2 2025.
1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.