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Copeland Capital Management’s Intuit INTU Stock Holding History

Copeland 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 		$15.8M Buy
36,496
+14,471
+66% +$6.9M 0.35% 99
2025
Q4 		$14.6M Sell
22,025
-957
-4% -$632K 0.33% 103
2025
Q3 		$15.7M Sell
22,982
-1,100
-5% -$793K 0.33% 106
2025
Q2 		$19M Sell
24,082
-97
-0.4% -$65.6K 0.39% 93
2025
Q1 		$14.8M Sell
24,179
-520
-2% -$312K 0.3% 103
2024
Q4 		$15.5M Sell
24,699
-3,878
-14% -$2.48M 0.29% 100
2024
Q3 		$17.7M Sell
28,577
-1,158
-4% -$739K 0.31% 100
2024
Q2 		$19.5M Buy
29,735
+1,002
+3% +$622K 0.37% 96
2024
Q1 		$18.7M Buy
28,733
+2,107
+8% +$1.34M 0.34% 92
2023
Q4 		$16.6M Sell
26,626
-590
-2% -$325K 0.33% 87
2023
Q3 		$13.9M Sell
27,216
-640
-2% -$324K 0.3% 91
2023
Q2 		$12.8M Buy
27,856
+10,018
+56% +$4.39M 0.26% 96
2023
Q1 		$7.95M Sell
17,838
-635
-3% -$261K 0.19% 92
2022
Q4 		$7.19M Sell
18,473
-1,070
-5% -$424K 0.19% 105
2022
Q3 		$7.57M Sell
19,543
-788
-4% -$340K 0.25% 101
2022
Q2 		$7.84M Sell
20,331
-271
-1% -$112K 0.25% 103
2022
Q1 		$9.91M Sell
20,602
-275
-1% -$141K 0.27% 96
2021
Q4 		$13.4M Sell
20,877
-1,681
-7% -$1.04M 0.35% 87
2021
Q3 		$12.2M Buy
22,558
+6,320
+39% +$3.41M 0.35% 88
2021
Q2 		$7.96M Buy
16,238
+236
+1% +$102K 0.24% 88
2021
Q1 		$6.13M Sell
16,002
-714
-4% -$275K 0.19% 96
2020
Q4 		$6.35M Sell
16,716
-951
-5% -$334K 0.25% 85
2020
Q3 		$5.76M Buy
17,667
+1,949
+12% +$610K 0.26% 84
2020
Q2 		$4.66M Sell
15,718
-619
-4% -$170K 0.24% 89
2020
Q1 		$3.76M Sell
16,337
-8,417
-34% -$2.28M 0.23% 95
2019
Q4 		$6.48M Sell
24,754
-312
-1% -$81.6K 0.28% 86
2019
Q3 		$6.67M Buy
25,066
+11,399
+83% +$3.14M 0.34% 86
2019
Q2 		$3.57M Sell
13,667
-214
-2% -$54.4K 0.2% 102
2019
Q1 		$3.63M Sell
13,881
-23,319
-63% -$5.39M 0.23% 94
2018
Q4 		$7.32M Sell
37,200
-34,429
-48% -$7.16M 0.52% 67
2018
Q3 		$16.3M Sell
71,629
-14,849
-17% -$3.19M 0.99% 41
2018
Q2 		$17.7M Sell
86,478
-5,091
-6% -$976K 1.03% 36
2018
Q1 		$15.9M Sell
91,569
-3,061
-3% -$515K 1.02% 39
2017
Q4 		$14.9M Sell
94,630
-2,015
-2% -$307K 0.95% 46
2017
Q3 		$13.7M Sell
96,645
-18,040
-16% -$2.49M 0.93% 49
2017
Q2 		$15.2M Sell
114,685
-23,902
-17% -$3.1M 1% 43
2017
Q1 		$17.5M Buy
138,587
+10,733
+8% +$1.29M 1.22% 22
2016
Q4 		$14.7M Sell
127,854
-29,811
-19% -$3.34M 0.95% 39
2016
Q3 		$17.3M Buy
157,665
+84,751
+116% +$9.48M 1.12% 33
2016
Q2 		$8.14M Buy
72,914
+70,705
+3,201% +$7.39M 0.56% 69
2016
Q1 		$230K Sell
2,209
-155,207
-99% -$15M 0.02% 156
2015
Q4 		$15.2M Buy
+157,416
New +$15.2M 0.86% 53

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

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

Copeland Capital Management increased its Intuit (INTU) stake by 66% in Q1 2026, buying an estimated $6.9M and bringing the position to 36,496 shares worth $15.8M. The position accounts for 0.35% of the portfolio, ranked #99.

Copeland Capital Management first reported a position in INTU in Q4 2015 and has held it in 42 quarters since. The position peaked at $19.5M in Q2 2024. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Copeland Capital Management held 36,496 shares of Intuit worth $15.8M as of Q1 2026.
  • Copeland Capital Management bought 14,471 Intuit shares in Q1 2026, an estimated $6.9M.
  • Intuit made up 0.35% of Copeland Capital Management's portfolio in Q1 2026, its #99 holding.
  • Copeland Capital Management first reported a position in Intuit in Q4 2015 and has held it in 42 quarters since.
  • Copeland Capital Management's Intuit position peaked at $19.5M in Q2 2024.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Copeland Capital Management's 13F filing for Q1 2026, filed 6 May 2026.