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Chicago Trust’s Intuit INTU Stock Holding History

Chicago 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 		– Sell
-985
Closed -$652K – 397
2025
Q4 		$652K Buy
985
+75
+8% +$49.6K 0.1% 188
2025
Q3 		$621K Sell
910
-44
-5% -$31.7K 0.09% 209
2025
Q2 		$751K Buy
954
+78
+9% +$52.8K 0.11% 171
2025
Q1 		$538K Buy
876
+14
+2% +$8.41K 0.1% 187
2024
Q4 		$542K Sell
862
-365
-30% -$233K 0.1% 190
2024
Q3 		$762K Buy
1,227
+47
+4% +$30K 0.13% 149
2024
Q2 		$776K Buy
1,180
+100
+9% +$62K 0.16% 127
2024
Q1 		$702K Buy
1,080
+54
+5% +$34.5K 0.15% 142
2023
Q4 		$641K Sell
1,026
-150
-13% -$82.7K 0.14% 151
2023
Q3 		$601K Sell
1,176
-10
-0.8% -$5.06K 0.15% 149
2023
Q2 		$543K Sell
1,186
-43
-3% -$18.8K 0.13% 159
2023
Q1 		$548K Buy
1,229
+48
+4% +$19.7K 0.14% 162
2022
Q4 		$460K Buy
1,181
+107
+10% +$42.4K 0.11% 179
2022
Q3 		$416K Sell
1,074
-15
-1% -$6.48K 0.11% 184
2022
Q2 		$420K Sell
1,089
-5
-0.5% -$2.07K 0.11% 183
2022
Q1 		$527K Sell
1,094
-87
-7% -$44.5K 0.11% 181
2021
Q4 		$759K Sell
1,181
-5
-0.4% -$3.09K 0.15% 157
2021
Q3 		$640K Buy
1,186
+183
+18% +$98.6K 0.14% 171
2021
Q2 		$491K Buy
+1,003
New +$435K 0.12% 182

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

Chicago Trust's INTU Position: Q1 2026 in Review

Chicago Trust sold out of Intuit (INTU) in Q1 2026, closing a stake of 985 shares — an estimated $652K sold.

Chicago Trust first reported a position in INTU in Q2 2021 and held it in 19 quarters. The position peaked at $776K in Q2 2024. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Chicago Trust reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Chicago Trust sold 985 Intuit shares in Q1 2026, an estimated $652K.
  • Chicago Trust first reported a position in Intuit in Q2 2021 and held it in 19 quarters.
  • Chicago Trust's Intuit position peaked at $776K in Q2 2024.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Chicago Trust's 13F filing for Q1 2026, filed 24 Apr 2026.