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Caliber Wealth Management (Kansas)’s Intuit INTU Stock Holding History

Caliber Wealth Management (Kansas)’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 		– Sell
-312
Closed -$207K – 277
2025
Q4 		$207K Buy
+312
New +$206K 0.02% 254

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Caliber Wealth Management (Kansas)'s INTU Position: Q1 2026 in Review

Caliber Wealth Management (Kansas) sold out of Intuit (INTU) in Q1 2026, closing a stake of 312 shares — an estimated $207K sold.

Caliber Wealth Management (Kansas) first reported a position in INTU in Q4 2025 and held it in 1 quarter. The position peaked at $207K in Q4 2025. 2,009 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Caliber Wealth Management (Kansas) reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Caliber Wealth Management (Kansas) sold 312 Intuit shares in Q1 2026, an estimated $207K.
  • Caliber Wealth Management (Kansas) first reported a position in Intuit in Q4 2025 and held it in 1 quarter.
  • Caliber Wealth Management (Kansas)'s Intuit position peaked at $207K in Q4 2025.
  • 2,009 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q1 2026, filed 23 Apr 2026.