Coastal Bridge Advisors’s Intuit INTU Stock Holding History

Coastal Bridge Advisors’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	$2.98M	Buy	6,894 +2,002	+41%	+$955K	0.21%	108
2025 Q4	$3.24M	Buy	4,892 +3,568	+269%	+$2.36M	0.24%	100
2025 Q3	$904K	Sell	1,324 -16	-1%	-$11.5K	0.07%	220
2025 Q2	$1.06M	Buy	1,340 +45	+3%	+$30.5K	0.09%	207
2025 Q1	$795K	Buy	+1,295	New	+$778K	0.2%	117
2019 Q1	–	Sell	-1,489	Closed	-$293K	–	137
2018 Q4	$293K	Sell	1,489 -123	-8%	-$25.6K	0.12%	92
2018 Q3	$367K	Hold	1,612	–	–	0.14%	85
2018 Q2	$329K	Hold	1,612	–	–	0.13%	87
2018 Q1	$279K	Hold	1,612	–	–	0.1%	97
2017 Q4	$256K	Hold	1,612	–	–	0.08%	99
2017 Q3	$229K	Hold	1,612	–	–	0.08%	98
2017 Q2	$214K	Buy	+1,612	New	+$209K	0.07%	95

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

Coastal Bridge Advisors's INTU Position: Q1 2026 in Review

Coastal Bridge Advisors increased its Intuit (INTU) stake by 41% in Q1 2026, buying an estimated $955K and bringing the position to 6,894 shares worth $2.98M. The position accounts for 0.21% of the portfolio, ranked #108.

Coastal Bridge Advisors first reported a position in INTU in Q2 2017 and has held it in 12 quarters since. The position peaked at $3.24M in Q4 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Coastal Bridge Advisors held 6,894 shares of Intuit worth $2.98M as of Q1 2026.
Coastal Bridge Advisors bought 2,002 Intuit shares in Q1 2026, an estimated $955K.
Intuit made up 0.21% of Coastal Bridge Advisors's portfolio in Q1 2026, its #108 holding.
Coastal Bridge Advisors first reported a position in Intuit in Q2 2017 and has held it in 12 quarters since.
Coastal Bridge Advisors's Intuit position peaked at $3.24M in Q4 2025.
2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.