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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Caldwell Trust's INTU Position: Q1 2026 in Review

Caldwell Trust held its Intuit (INTU) position steady in Q1 2026 at 880 shares worth $380K. The position accounts for 0.03% of the portfolio, ranked #256.

Caldwell Trust first reported a position in INTU in Q4 2019 and has held it in 26 quarters since. The position peaked at $651K in Q2 2025. 2,003 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Caldwell Trust held 880 shares of Intuit worth $380K as of Q1 2026.
  • Caldwell Trust left its Intuit share count unchanged in Q1 2026.
  • Intuit made up 0.03% of Caldwell Trust's portfolio in Q1 2026, its #256 holding.
  • Caldwell Trust first reported a position in Intuit in Q4 2019 and has held it in 26 quarters since.
  • Caldwell Trust's Intuit position peaked at $651K in Q2 2025.
  • 2,003 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.