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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
Q2 		– Sell
-1,364
Closed -$590K – 315
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Donaldson Capital Management's INTU Position: Q2 2026 in Review

Donaldson Capital Management sold out of Intuit (INTU) in Q2 2026, closing a stake of 1,364 shares — an estimated $590K sold.

Donaldson Capital Management first reported a position in INTU in Q3 2019 and held it in 27 quarters. The position peaked at $11.5M in Q4 2021. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Donaldson Capital Management reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Donaldson Capital Management sold 1,364 Intuit shares in Q2 2026, an estimated $590K.
  • Donaldson Capital Management first reported a position in Intuit in Q3 2019 and held it in 27 quarters.
  • Donaldson Capital Management's Intuit position peaked at $11.5M in Q4 2021.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.