Caption Management’s Intuit INTU Stock Holding History

Caption Management’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	$6.49M	Sell	15,000 -168,900	-92%	-$80.6M	0.04%	451
2025 Q4	$122M	Sell	183,900 -45,800	-20%	-$30.3M	0.84%	17
2025 Q3	$157M	Sell	229,700 -500	-0.2%	-$360K	1.22%	8
2025 Q2	$181M	Buy	230,200 +200	+0.1%	+$135K	2.01%	5
2025 Q1	$141M	Buy	+230,000	New	+$138M	1.36%	9
2022 Q3	–	Sell	-100,000	Closed	-$38.5M	–	1668
2022 Q2	$38.5M	Buy	+100,000	New	+$41.4M	0.53%	26
2018 Q3	–	Sell	-6,000	Closed	-$1.23M	–	569
2018 Q2	$1.23M	Buy	+6,000	New	+$1.15M	0.09%	231

Other funds holding INTU

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Caption Management's INTU Position: Q1 2026 in Review

Caption Management sold out of Intuit (INTU) in Q1 2026, closing a stake of 4,000 shares — an estimated $1.91M sold.

Caption Management first reported a position in INTU in Q4 2025 and held it in 1 quarter. The position peaked at $2.65M in Q4 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Caption Management reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
Caption Management sold 4,000 Intuit shares in Q1 2026, an estimated $1.91M.
Caption Management first reported a position in Intuit in Q4 2025 and held it in 1 quarter.
Caption Management's Intuit position peaked at $2.65M in Q4 2025.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.