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Coldstream Capital Management’s Intuit INTU Stock Holding History

Coldstream Capital Management’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 		$3.55M Sell
8,207
-373
-4% -$178K 0.04% 175
2025
Q4 		$5.68M Sell
8,580
-18
-0.2% -$11.9K 0.07% 142
2025
Q3 		$5.87M Buy
8,598
+329
+4% +$237K 0.08% 134
2025
Q2 		$6.51M Buy
8,269
+753
+10% +$510K 0.11% 113
2025
Q1 		$4.61M Sell
7,516
-537
-7% -$322K 0.1% 125
2024
Q4 		$5.06M Buy
8,053
+469
+6% +$300K 0.11% 121
2024
Q3 		$4.78M Buy
7,584
+1,097
+17% +$700K 0.1% 127
2024
Q2 		$4.26M Buy
6,487
+589
+10% +$365K 0.1% 120
2024
Q1 		$3.83M Buy
5,898
+269
+5% +$172K 0.1% 122
2023
Q4 		$3.52M Buy
5,629
+1,558
+38% +$859K 0.1% 122
2023
Q3 		$2.08M Sell
4,071
-77
-2% -$39K 0.07% 159
2023
Q2 		$1.9M Sell
4,148
-27
-0.6% -$11.8K 0.06% 180
2023
Q1 		$1.86M Buy
4,175
+60
+1% +$24.6K 0.06% 188
2022
Q4 		$1.6M Buy
+4,115
New +$1.63M 0.06% 205
2022
Q2 		$1.46M Buy
3,779
+1,083
+40% +$448K 0.06% 182
2022
Q1 		$1.3M Sell
2,696
-511
-16% -$262K 0.04% 211
2021
Q4 		$2.06M Buy
3,207
+2,083
+185% +$1.29M 0.06% 189
2021
Q3 		$367K Sell
1,124
-293
-21% -$158K 0.02% 287
2021
Q2 		$695K Buy
1,417
+104
+8% +$45.1K 0.03% 235
2021
Q1 		$503K Buy
1,313
+69
+6% +$26.6K 0.03% 225
2020
Q4 		$473K Buy
1,244
+355
+40% +$125K 0.03% 225
2020
Q3 		$290K Buy
889
+35
+4% +$11K 0.02% 242
2020
Q2 		$253K Buy
+854
New +$234K 0.02% 254
2020
Q1 		– Sell
-870
Closed -$228K – 323
2019
Q4 		$228K Buy
870
+41
+5% +$10.7K 0.02% 304
2019
Q3 		$221K Buy
829
+28
+3% +$7.7K 0.02% 295
2019
Q2 		$209K Buy
+801
New +$204K 0.02% 304

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

Coldstream Capital Management's INTU Position: Q1 2026 in Review

Coldstream Capital Management reduced its Intuit (INTU) stake by 4.3% in Q1 2026, selling an estimated $178K and leaving 8,207 shares worth $3.55M. The position accounts for 0.04% of the portfolio, ranked #175.

Coldstream Capital Management first reported a position in INTU in Q2 2019 and has held it in 26 quarters since. The position peaked at $6.51M in Q2 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Coldstream Capital Management held 8,207 shares of Intuit worth $3.55M as of Q1 2026.
  • Coldstream Capital Management sold 373 Intuit shares in Q1 2026, an estimated $178K.
  • Intuit made up 0.04% of Coldstream Capital Management's portfolio in Q1 2026, its #175 holding.
  • Coldstream Capital Management first reported a position in Intuit in Q2 2019 and has held it in 26 quarters since.
  • Coldstream Capital Management's Intuit position peaked at $6.51M in Q2 2025.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.