Carret Asset Management’s Intuit INTU Stock Holding History

Carret Asset 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	–	Sell	-400	Closed	-$265K	–	296
2025 Q4	$265K	Hold	400	–	–	0.03%	257
2025 Q3	$273K	Hold	400	–	–	0.03%	253
2025 Q2	$315K	Hold	400	–	–	0.03%	234
2025 Q1	$246K	Hold	400	–	–	0.03%	246
2024 Q4	$251K	Hold	400	–	–	0.03%	247
2024 Q3	$248K	Hold	400	–	–	0.03%	253
2024 Q2	$263K	Hold	400	–	–	0.03%	234
2024 Q1	$260K	Sell	400 -1	-0.2%	-$638	0.03%	237
2023 Q4	$251K	Buy	401 +1	+0.3%	+$552	0.03%	237
2023 Q3	$204K	Buy	+400	New	+$202K	0.03%	250
2022 Q1	–	Sell	-400	Closed	-$257K	–	298
2021 Q4	$257K	Hold	400	–	–	0.03%	259
2021 Q3	$216K	Sell	400 -13	-3%	-$7.01K	0.03%	272
2021 Q2	$202K	Buy	+413	New	+$179K	0.02%	281

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

Carret Asset Management's INTU Position: Q1 2026 in Review

Carret Asset Management sold out of Intuit (INTU) in Q1 2026, closing a stake of 400 shares — an estimated $265K sold.

Carret Asset Management first reported a position in INTU in Q2 2021 and held it in 13 quarters. The position peaked at $315K in Q2 2025. 2,003 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Carret Asset Management reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
Carret Asset Management sold 400 Intuit shares in Q1 2026, an estimated $265K.
Carret Asset Management first reported a position in Intuit in Q2 2021 and held it in 13 quarters.
Carret Asset Management's Intuit position peaked at $315K in Q2 2025.
2,003 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

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