Chevy Chase Trust’s Intuit INTU Stock Holding History

Chevy Chase Trust’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	$59.7M	Sell	138,106 -3,727	-3%	-$1.78M	0.17%	114
2025 Q4	$94M	Sell	141,833 -689	-0.5%	-$455K	0.25%	73
2025 Q3	$97.3M	Sell	142,522 -5,306	-4%	-$3.82M	0.27%	74
2025 Q2	$116M	Buy	147,828 +832	+0.6%	+$563K	0.34%	53
2025 Q1	$90.3M	Sell	146,996 -451	-0.3%	-$271K	0.29%	66
2024 Q4	$92.7M	Sell	147,447 -2,800	-2%	-$1.79M	0.28%	61
2024 Q3	$93.3M	Sell	150,247 -2,967	-2%	-$1.89M	0.29%	72
2024 Q2	$101M	Sell	153,214 -2,411	-2%	-$1.5M	0.32%	60
2024 Q1	$101M	Sell	155,625 -1,281	-0.8%	-$818K	0.33%	62
2023 Q4	$98.1M	Sell	156,906 -892	-0.6%	-$492K	0.35%	60
2023 Q3	$80.6M	Sell	157,798 -3,944	-2%	-$2M	0.32%	69
2023 Q2	$74.1M	Sell	161,742 -1,859	-1%	-$814K	0.28%	79
2023 Q1	$72.9M	Buy	163,601 +753	+0.5%	+$309K	0.29%	82
2022 Q4	$63.4M	Sell	162,848 -10,270	-6%	-$4.07M	0.27%	93
2022 Q3	$67.1M	Buy	173,118 +1,443	+0.8%	+$623K	0.29%	80
2022 Q2	$66.2M	Buy	171,675 +581	+0.3%	+$241K	0.27%	85
2022 Q1	$82.3M	Sell	171,094 -46	-0%	-$23.6K	0.28%	84
2021 Q4	$110M	Buy	171,140 +2,041	+1%	+$1.26M	0.35%	64
2021 Q3	$91.2M	Sell	169,099 -6,365	-4%	-$3.43M	0.32%	75
2021 Q2	$86M	Sell	175,464 -9,874	-5%	-$4.28M	0.29%	84
2021 Q1	$71M	Sell	185,338 -5,286	-3%	-$2.04M	0.25%	96
2020 Q4	$72.4M	Sell	190,624 -5,030	-3%	-$1.77M	0.26%	91
2020 Q3	$63.8M	Sell	195,654 -16,112	-8%	-$5.04M	0.25%	91
2020 Q2	$62.7M	Sell	211,766 -11,394	-5%	-$3.13M	0.25%	90
2020 Q1	$51.3M	Buy	223,160 +3,684	+2%	+$998K	0.24%	93
2019 Q4	$57.5M	Buy	219,476 +304	+0.1%	+$79.5K	0.22%	104
2019 Q3	$58.3M	Buy	219,172 +757	+0.3%	+$208K	0.24%	99
2019 Q2	$57.1M	Buy	218,415 +363	+0.2%	+$92.2K	0.24%	98
2019 Q1	$54.8M	Buy	218,052 +2,307	+1%	+$533K	0.23%	103
2018 Q4	$42.5M	Buy	215,745 +1,276	+0.6%	+$265K	0.21%	112
2018 Q3	$48.8M	Buy	214,469 +7,291	+4%	+$1.57M	0.2%	114
2018 Q2	$42.3M	Sell	207,178 -574	-0.3%	-$110K	0.18%	128
2018 Q1	$36M	Sell	207,752 -5,551	-3%	-$934K	0.16%	151
2017 Q4	$33.7M	Sell	213,303 -1,561	-0.7%	-$238K	0.14%	164
2017 Q3	$30.5M	Buy	214,864 +2,599	+1%	+$359K	0.14%	172
2017 Q2	$28.2M	Buy	212,265 +29	+0%	+$3.76K	0.13%	177
2017 Q1	$24.6M	Buy	212,236 +5,508	+3%	+$660K	0.12%	197
2016 Q4	$23.7M	Sell	206,728 -701	-0.3%	-$78.5K	0.13%	190
2016 Q3	$22.8M	Sell	207,429 -14,400	-6%	-$1.61M	0.12%	192
2016 Q2	$24.8M	Buy	221,829 +1,429	+0.6%	+$149K	0.14%	172
2016 Q1	$22.9M	Sell	220,400 -921	-0.4%	-$88.9K	0.13%	182
2015 Q4	$21.4M	Sell	221,321 -9,421	-4%	-$911K	0.13%	192
2015 Q3	$20.5M	Buy	230,742 +9,193	+4%	+$892K	0.13%	190
2015 Q2	$22.3M	Buy	221,549 +2,123	+1%	+$217K	0.13%	182
2015 Q1	$21.3M	Buy	219,426 +1,098	+0.5%	+$102K	0.13%	197
2014 Q4	$20.1M	Sell	218,328 -772	-0.4%	-$68.7K	0.13%	191
2014 Q3	$19.2M	Buy	219,100 +13,219	+6%	+$1.1M	0.12%	196
2014 Q2	$16.6M	Sell	205,881 -3,724	-2%	-$287K	0.12%	202
2014 Q1	$16.3M	Sell	209,605 -977	-0.5%	-$74.6K	0.12%	202
2013 Q4	$16.1M	Sell	210,582 -6,420	-3%	-$461K	0.12%	198
2013 Q3	$14.4M	Buy	217,002 +17,851	+9%	+$1.15M	0.12%	199
2013 Q2	$12.2M	Buy	+199,151	New	+$12M	0.11%	219

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

Chevy Chase Trust's INTU Position: Q1 2026 in Review

Chevy Chase Trust reduced its Intuit (INTU) stake by 2.6% in Q1 2026, selling an estimated $1.78M and leaving 138,106 shares worth $59.7M. The position accounts for 0.17% of the portfolio, ranked #114.

Chevy Chase Trust first reported a position in INTU in Q2 2013 and has held it in 52 quarters since. The position peaked at $116M in Q2 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Chevy Chase Trust held 138,106 shares of Intuit worth $59.7M as of Q1 2026.
Chevy Chase Trust sold 3,727 Intuit shares in Q1 2026, an estimated $1.78M.
Intuit made up 0.17% of Chevy Chase Trust's portfolio in Q1 2026, its #114 holding.
Chevy Chase Trust first reported a position in Intuit in Q2 2013 and has held it in 52 quarters since.
Chevy Chase Trust's Intuit position peaked at $116M in Q2 2025.
2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.