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Clearstead Trust’s Intuit INTU Stock Holding History

Clearstead 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 		$428K Sell
989
-58
-6% -$27.7K 0.07% 122
2025
Q4 		$694K Sell
1,047
-50
-5% -$33K 0.11% 98
2025
Q3 		$749K Buy
1,097
+235
+27% +$169K 0.13% 88
2025
Q2 		$679K Buy
862
+16
+2% +$10.8K 0.13% 89
2025
Q1 		$520K Buy
846
+141
+20% +$84.7K 0.12% 93
2024
Q4 		$443K Buy
705
+1
+0.1% +$639 0.1% 95
2024
Q3 		$437K Sell
704
-167
-19% -$107K 0.1% 88
2024
Q2 		$572K Buy
871
+1
+0.1% +$620 0.14% 71
2024
Q1 		$565K Buy
870
+1
+0.1% +$638 0.15% 75
2023
Q4 		$543K Buy
869
+2
+0.2% +$1.1K 0.15% 90
2023
Q3 		$443K Buy
867
+1
+0.1% +$506 0.15% 79
2023
Q2 		$397K Buy
866
+1
+0.1% +$438 0.13% 84
2023
Q1 		$385K Buy
865
+2
+0.2% +$821 0.12% 92
2022
Q4 		$336K Buy
863
+2
+0.2% +$793 0.11% 95
2022
Q3 		$334K Buy
+861
New +$372K 0.12% 89
2022
Q2 		– Sell
-42
Closed -$20K – 191
2022
Q1 		$20K Sell
42
-20
-32% -$10.2K 0.01% 141
2021
Q4 		$40K Hold
62
– – 0.02% 133
2021
Q3 		$33K Hold
62
– – 0.02% 143
2021
Q2 		$30K Buy
+62
New +$26.9K 0.02% 125
2021
Q1 		– Sell
-62
Closed -$24K – 135
2020
Q4 		$24K Sell
62
-2
-3% -$702 0.01% 137
2020
Q3 		$21K Sell
64
-29
-31% -$9.07K 0.02% 127
2020
Q2 		$28K Hold
93
– – 0.02% 124
2020
Q1 		$21K Hold
93
– – 0.02% 143
2019
Q4 		$24K Hold
93
– – 0.02% 145
2019
Q3 		$25K Hold
93
– – 0.02% 145
2019
Q2 		$24K Hold
93
– – 0.02% 146
2019
Q1 		$25K Buy
+93
New +$21.5K 0.02% 145

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

Clearstead Trust's INTU Position: Q1 2026 in Review

Clearstead Trust reduced its Intuit (INTU) stake by 5.5% in Q1 2026, selling an estimated $27.7K and leaving 989 shares worth $428K. The position accounts for 0.07% of the portfolio, ranked #122.

Clearstead Trust first reported a position in INTU in Q1 2019 and has held it in 27 quarters since. The position peaked at $749K in Q3 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Clearstead Trust held 989 shares of Intuit worth $428K as of Q1 2026.
  • Clearstead Trust sold 58 Intuit shares in Q1 2026, an estimated $27.7K.
  • Intuit made up 0.07% of Clearstead Trust's portfolio in Q1 2026, its #122 holding.
  • Clearstead Trust first reported a position in Intuit in Q1 2019 and has held it in 27 quarters since.
  • Clearstead Trust's Intuit position peaked at $749K in Q3 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.