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Callan Family Office’s Intuit INTU Stock Holding History

Callan Family Office’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 		$6.05M Sell
14,003
-7,000
-33% -$3.34M 0.14% 162
2025
Q4 		$13.9M Buy
21,003
+5,889
+39% +$3.89M 0.3% 63
2025
Q3 		$10.3M Sell
15,114
-349
-2% -$252K 0.33% 59
2025
Q2 		$12.2M Buy
15,463
+4,552
+42% +$3.08M 0.38% 50
2025
Q1 		$6.7M Buy
10,911
+7,400
+211% +$4.44M 0.5% 40
2024
Q4 		$2.21M Buy
+3,511
New +$2.24M 0.14% 135

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

Callan Family Office's INTU Position: Q1 2026 in Review

Callan Family Office reduced its Intuit (INTU) stake by 33% in Q1 2026, selling an estimated $3.34M and leaving 14,003 shares worth $6.05M. The position accounts for 0.14% of the portfolio, ranked #162.

Callan Family Office first reported a position in INTU in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.9M in Q4 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Callan Family Office held 14,003 shares of Intuit worth $6.05M as of Q1 2026.
  • Callan Family Office sold 7,000 Intuit shares in Q1 2026, an estimated $3.34M.
  • Intuit made up 0.14% of Callan Family Office's portfolio in Q1 2026, its #162 holding.
  • Callan Family Office first reported a position in Intuit in Q4 2024 and has held it in 6 quarters since.
  • Callan Family Office's Intuit position peaked at $13.9M in Q4 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.