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Costello Asset Management’s Intuit INTU Stock Holding History

Costello Asset 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 		$309K Buy
715
+2
+0.3% +$954 0.11% 83
2025
Q4 		$472K Hold
713
– – 0.16% 71
2025
Q3 		$487K Hold
713
– – 0.16% 67
2025
Q2 		$562K Hold
713
– – 0.21% 59
2025
Q1 		$438K Buy
+713
New +$428K 0.18% 62

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

Costello Asset Management's INTU Position: Q1 2026 in Review

Costello Asset Management increased its Intuit (INTU) stake by 0.28% in Q1 2026, buying an estimated $954 and bringing the position to 715 shares worth $309K. The position accounts for 0.11% of the portfolio, ranked #83.

Costello Asset Management first reported a position in INTU in Q1 2025 and has held it in 5 quarters since. The position peaked at $562K in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Costello Asset Management held 715 shares of Intuit worth $309K as of Q1 2026.
  • Costello Asset Management bought 2 Intuit shares in Q1 2026, an estimated $954.
  • Intuit made up 0.11% of Costello Asset Management's portfolio in Q1 2026, its #83 holding.
  • Costello Asset Management first reported a position in Intuit in Q1 2025 and has held it in 5 quarters since.
  • Costello Asset Management's Intuit position peaked at $562K in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.