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Charter Oak Capital Management’s Intuit INTU Stock Holding History

Charter Oak Capital 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 		$397K Buy
918
+3
+0.3% +$1.43K 0.03% 134
2025
Q4 		$606K Sell
915
-5
-0.5% -$3.3K 0.05% 115
2025
Q3 		$628K Sell
920
-24
-3% -$17.3K 0.05% 111
2025
Q2 		$744K Buy
+944
New +$639K 0.06% 93

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

Charter Oak Capital Management's INTU Position: Q1 2026 in Review

Charter Oak Capital Management increased its Intuit (INTU) stake by 0.33% in Q1 2026, buying an estimated $1.43K and bringing the position to 918 shares worth $397K. The position accounts for 0.03% of the portfolio, ranked #134.

Charter Oak Capital Management first reported a position in INTU in Q2 2025 and has held it in 4 quarters since. The position peaked at $744K in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Charter Oak Capital Management held 918 shares of Intuit worth $397K as of Q1 2026.
  • Charter Oak Capital Management bought 3 Intuit shares in Q1 2026, an estimated $1.43K.
  • Intuit made up 0.03% of Charter Oak Capital Management's portfolio in Q1 2026, its #134 holding.
  • Charter Oak Capital Management first reported a position in Intuit in Q2 2025 and has held it in 4 quarters since.
  • Charter Oak Capital Management's Intuit position peaked at $744K in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.