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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
Q2 		$2.29M Sell
8,783
-5,220
-37% -$1.82M 0.04% 353
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Callan Family Office's INTU Position: Q2 2026 in Review

Callan Family Office reduced its Intuit (INTU) stake by 37% in Q2 2026, selling an estimated $1.82M and leaving 8,783 shares worth $2.29M. The position accounts for 0.04% of the portfolio, ranked #353.

Callan Family Office first reported a position in INTU in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.9M in Q4 2025. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Callan Family Office held 8,783 shares of Intuit worth $2.29M as of Q2 2026.
  • Callan Family Office sold 5,220 Intuit shares in Q2 2026, an estimated $1.82M.
  • Intuit made up 0.04% of Callan Family Office's portfolio in Q2 2026, its #353 holding.
  • Callan Family Office first reported a position in Intuit in Q4 2024 and has held it in 7 quarters since.
  • Callan Family Office's Intuit position peaked at $13.9M in Q4 2025.
  • 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.