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Donaldson Capital Management’s Intuit INTU Stock Holding History

Donaldson 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 		$590K Sell
1,364
-6,049
-82% -$2.89M 0.02% 168
2025
Q4 		$4.91M Sell
7,413
-1,191
-14% -$787K 0.16% 76
2025
Q3 		$5.88M Sell
8,604
-957
-10% -$690K 0.19% 73
2025
Q2 		$7.53M Sell
9,561
-1,144
-11% -$774K 0.28% 49
2025
Q1 		$6.57M Sell
10,705
-74
-0.7% -$44.4K 0.25% 53
2024
Q4 		$6.77M Buy
10,779
+169
+2% +$108K 0.26% 53
2024
Q3 		$6.59M Sell
10,610
-1,211
-10% -$773K 0.25% 50
2024
Q2 		$7.77M Buy
11,821
+459
+4% +$285K 0.33% 45
2024
Q1 		$7.39M Buy
11,362
+418
+4% +$267K 0.31% 45
2023
Q4 		$6.84M Sell
10,944
-3,607
-25% -$1.99M 0.31% 46
2023
Q3 		$7.43M Sell
14,551
-53
-0.4% -$26.8K 0.35% 42
2023
Q2 		$6.69M Buy
14,604
+529
+4% +$232K 0.31% 47
2023
Q1 		$6.28M Sell
14,075
-539
-4% -$221K 0.3% 48
2022
Q4 		$5.69M Buy
14,614
+261
+2% +$104K 0.28% 51
2022
Q3 		$5.56M Sell
14,353
-46
-0.3% -$19.9K 0.31% 49
2022
Q2 		$5.55M Sell
14,399
-851
-6% -$352K 0.29% 52
2022
Q1 		$7.33M Sell
15,250
-2,650
-15% -$1.36M 0.33% 50
2021
Q4 		$11.5M Sell
17,900
-192
-1% -$119K 0.51% 41
2021
Q3 		$9.76M Sell
18,092
-2,599
-13% -$1.4M 0.49% 42
2021
Q2 		$10.1M Buy
20,691
+430
+2% +$186K 0.52% 42
2021
Q1 		$7.76M Buy
20,261
+843
+4% +$325K 0.43% 48
2020
Q4 		$7.38M Buy
19,418
+620
+3% +$218K 0.44% 43
2020
Q3 		$6.13M Buy
18,798
+2,443
+15% +$764K 0.41% 46
2020
Q2 		$4.84M Buy
16,355
+1,000
+7% +$274K 0.35% 48
2020
Q1 		$3.53M Buy
15,355
+10,981
+251% +$2.97M 0.31% 51
2019
Q4 		$1.15M Buy
4,374
+3,243
+287% +$848K 0.08% 92
2019
Q3 		$301K Buy
+1,131
New +$311K 0.02% 165

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

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

Donaldson Capital Management reduced its Intuit (INTU) stake by 82% in Q1 2026, selling an estimated $2.89M and leaving 1,364 shares worth $590K. The position accounts for 0.02% of the portfolio, ranked #168.

Donaldson Capital Management first reported a position in INTU in Q3 2019 and has held it in 27 quarters since. The position peaked at $11.5M in Q4 2021. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Donaldson Capital Management held 1,364 shares of Intuit worth $590K as of Q1 2026.
  • Donaldson Capital Management sold 6,049 Intuit shares in Q1 2026, an estimated $2.89M.
  • Intuit made up 0.02% of Donaldson Capital Management's portfolio in Q1 2026, its #168 holding.
  • Donaldson Capital Management first reported a position in Intuit in Q3 2019 and has held it in 27 quarters since.
  • Donaldson Capital Management's Intuit position peaked at $11.5M in Q4 2021.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

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