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Chapin Davis’s Intuit INTU Stock Holding History

Chapin Davis’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 		– Sell
-723
Closed -$313K – 271
2026
Q1 		$313K Buy
723
+29
+4% +$13.8K 0.07% 200
2025
Q4 		$460K Sell
694
-232
-25% -$153K 0.11% 151
2025
Q3 		$632K Hold
926
– – 0.16% 125
2025
Q2 		$729K Hold
926
– – 0.2% 105
2025
Q1 		$569K Hold
926
– – 0.19% 117
2024
Q4 		$575K Hold
926
– – 0.19% 118
2024
Q3 		$575K Sell
926
-4
-0.4% -$2.55K 0.19% 119
2024
Q2 		$611K Sell
930
-154
-14% -$95.5K 0.21% 108
2024
Q1 		$705K Buy
1,084
+135
+14% +$86.2K 0.26% 97
2023
Q4 		$593K Hold
949
– – 0.25% 103
2023
Q3 		$485K Hold
949
– – 0.23% 108
2023
Q2 		$435K Buy
949
+4
+0.4% +$1.75K 0.21% 125
2023
Q1 		$421K Sell
945
-1
-0.1% -$411 0.22% 119
2022
Q4 		$368K Buy
+946
New +$375K 0.21% 120

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

Chapin Davis's INTU Position: Q2 2026 in Review

Chapin Davis sold out of Intuit (INTU) in Q2 2026, closing a stake of 723 shares — an estimated $313K sold.

Chapin Davis first reported a position in INTU in Q4 2022 and held it in 14 quarters. The position peaked at $729K in Q2 2025. 1,739 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Chapin Davis reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Chapin Davis sold 723 Intuit shares in Q2 2026, an estimated $313K.
  • Chapin Davis first reported a position in Intuit in Q4 2022 and held it in 14 quarters.
  • Chapin Davis's Intuit position peaked at $729K in Q2 2025.
  • 1,739 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.