Callan Capital’s Intuit INTU Stock Holding History

Callan 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
2025 Q1	$307K	Buy	+500	New	+$300K	0.02%	276

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Callan Capital's INTU Position: Q1 2025 in Review

Callan Capital opened a new position in Intuit (INTU) in Q1 2025: 500 shares worth $307K. The stake represents 0.02% of the portfolio and ranks #276 among its holdings.

2,028 funds tracked by Wall St. Rank hold INTU as of Q1 2025.

Callan Capital held 500 shares of Intuit worth $307K as of Q1 2025.
Intuit was a new Callan Capital position in Q1 2025.
Intuit made up 0.02% of Callan Capital's portfolio in Q1 2025, its #276 holding.
2,028 funds tracked by Wall St. Rank held Intuit as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.