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Coastline Trust’s Intuit INTU Stock Holding History

Coastline 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 		$66.2K Hold
153
– – 0.01% 262
2025
Q4 		$101K Hold
153
– – 0.01% 238
2025
Q3 		$104K Hold
153
– – 0.01% 223
2025
Q2 		$121K Hold
153
– – 0.01% 219
2025
Q1 		$93.9K Sell
153
-105
-41% -$63.1K 0.01% 231
2024
Q4 		$162K Sell
258
-8
-3% -$5.11K 0.02% 213
2024
Q3 		$165K Sell
266
-85
-24% -$54.3K 0.02% 222
2024
Q2 		$231K Sell
351
-20
-5% -$12.4K 0.03% 236
2024
Q1 		$241K Sell
371
-190
-34% -$121K 0.03% 232
2023
Q4 		$351K Sell
561
-20
-3% -$11K 0.05% 216
2023
Q3 		$297K Sell
581
-75
-11% -$38K 0.04% 223
2023
Q2 		$301K Sell
656
-47
-7% -$20.6K 0.04% 241
2023
Q1 		$313K Sell
703
-65
-8% -$26.7K 0.05% 244
2022
Q4 		$299K Sell
768
-390
-34% -$155K 0.04% 247
2022
Q3 		$448K Sell
1,158
-1,120
-49% -$484K 0.07% 224
2022
Q2 		$878K Sell
2,278
-2,502
-52% -$1.04M 0.13% 185
2022
Q1 		$2.3M Buy
4,780
+5
+0.1% +$2.56K 0.28% 129
2021
Q4 		$3.07M Sell
4,775
-62
-1% -$38.3K 0.35% 98
2021
Q3 		$2.61M Sell
4,837
-202
-4% -$109K 0.32% 105
2021
Q2 		$2.47M Sell
5,039
-121
-2% -$52.5K 0.31% 115
2021
Q1 		$1.98M Buy
5,160
+280
+6% +$108K 0.25% 136
2020
Q4 		$1.85M Buy
4,880
+60
+1% +$21.1K 0.25% 140
2020
Q3 		$1.57M Sell
4,820
-45
-0.9% -$14.1K 0.24% 143
2020
Q2 		$1.44M Sell
4,865
-40
-0.8% -$11K 0.23% 150
2020
Q1 		$1.13M Buy
4,905
+925
+23% +$250K 0.2% 163
2019
Q4 		$1.04M Buy
3,980
+695
+21% +$182K 0.14% 203
2019
Q3 		$873K Sell
3,285
-92
-3% -$25.3K 0.13% 208
2019
Q2 		$883K Buy
3,377
+201
+6% +$51.1K 0.13% 205
2019
Q1 		$831K Sell
3,176
-4
-0.1% -$924 0.12% 207
2018
Q4 		$626K Buy
3,180
+200
+7% +$41.6K 0.11% 213
2018
Q3 		$678K Buy
2,980
+95
+3% +$20.4K 0.1% 235
2018
Q2 		$589K Buy
2,885
+585
+25% +$112K 0.09% 241
2018
Q1 		$398K Buy
2,300
+280
+14% +$47.1K 0.06% 265
2017
Q4 		$319K Buy
2,020
+560
+38% +$85.3K 0.05% 274
2017
Q3 		$208K Buy
+1,460
New +$202K 0.04% 288

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

Coastline Trust's INTU Position: Q1 2026 in Review

Coastline Trust held its Intuit (INTU) position steady in Q1 2026 at 153 shares worth $66.2K. The position accounts for 0.01% of the portfolio, ranked #262.

Coastline Trust first reported a position in INTU in Q3 2017 and has held it in 35 quarters since. The position peaked at $3.07M in Q4 2021. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Coastline Trust held 153 shares of Intuit worth $66.2K as of Q1 2026.
  • Coastline Trust left its Intuit share count unchanged in Q1 2026.
  • Intuit made up 0.01% of Coastline Trust's portfolio in Q1 2026, its #262 holding.
  • Coastline Trust first reported a position in Intuit in Q3 2017 and has held it in 35 quarters since.
  • Coastline Trust's Intuit position peaked at $3.07M in Q4 2021.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Coastline Trust's 13F filing for Q1 2026, filed 3 Apr 2026.