Colonial Trust Advisors’s Intuit INTU Stock Holding History

Colonial Trust 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	$23.3K	Hold	54	–	–	﹤0.01%	434
2025 Q4	$35.8K	Hold	54	–	–	﹤0.01%	386
2025 Q3	$36.9K	Hold	54	–	–	﹤0.01%	375
2025 Q2	$42.5K	Hold	54	–	–	﹤0.01%	357
2025 Q1	$33.2K	Hold	54	–	–	﹤0.01%	376
2024 Q4	$33.9K	Buy	54 +6	+13%	+$3.83K	﹤0.01%	361
2024 Q3	$29.8K	Buy	48 +6	+14%	+$3.83K	﹤0.01%	389
2024 Q2	$27.6K	Sell	42 -2	-5%	-$1.24K	﹤0.01%	384
2024 Q1	$28.6K	Buy	44 +3	+7%	+$1.92K	﹤0.01%	407
2023 Q4	$25.6K	Buy	41 +35	+583%	+$19.3K	﹤0.01%	391
2023 Q3	$3.07K	Sell	6 -3	-33%	-$1.52K	﹤0.01%	668
2023 Q2	$4.12K	Hold	9	–	–	﹤0.01%	659
2023 Q1	$4.01K	Sell	9 -5	-36%	-$2.05K	﹤0.01%	652
2022 Q4	$5.45K	Buy	14 +1	+8%	+$397	﹤0.01%	602
2022 Q3	$5K	Buy	+13	New	+$5.62K	﹤0.01%	249

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

Colonial Trust Advisors's INTU Position: Q1 2026 in Review

Colonial Trust Advisors held its Intuit (INTU) position steady in Q1 2026 at 54 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Colonial Trust Advisors first reported a position in INTU in Q3 2022 and has held it in 15 quarters since. The position peaked at $42.5K in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Colonial Trust Advisors held 54 shares of Intuit worth $23.3K as of Q1 2026.
Colonial Trust Advisors left its Intuit share count unchanged in Q1 2026.
Intuit made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #434 holding.
Colonial Trust Advisors first reported a position in Intuit in Q3 2022 and has held it in 15 quarters since.
Colonial Trust Advisors's Intuit position peaked at $42.5K in Q2 2025.
2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.