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Montag & Associates’s Intuit INTU Stock Holding History

Montag & Associates’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 		$5.25M Sell
12,143
-3,441
-22% -$1.64M 0.24% 83
2025
Q4 		$10.3M Sell
15,584
-4,283
-22% -$2.83M 0.47% 54
2025
Q3 		$13.6M Buy
19,867
+1,581
+9% +$1.14M 0.62% 39
2025
Q2 		$14.4M Buy
18,286
+4,083
+29% +$2.76M 0.7% 36
2025
Q1 		$8.72M Buy
14,203
+768
+6% +$461K 0.44% 57
2024
Q4 		$8.44M Sell
13,435
-2,035
-13% -$1.3M 0.4% 60
2024
Q3 		$9.61M Sell
15,470
-4,405
-22% -$2.81M 0.45% 59
2024
Q2 		$13.1M Buy
19,875
+245
+1% +$152K 0.66% 41
2024
Q1 		$12.8M Buy
19,630
+159
+0.8% +$101K 0.64% 44
2023
Q4 		$12.2M Buy
19,471
+788
+4% +$435K 0.68% 37
2023
Q3 		$9.55M Buy
18,683
+4,875
+35% +$2.47M 0.6% 45
2023
Q2 		$6.33M Sell
13,808
-95
-0.7% -$41.6K 0.39% 60
2023
Q1 		$6.2M Sell
13,903
-250
-2% -$103K 0.41% 61
2022
Q4 		$5.51M Sell
14,153
-218
-2% -$86.5K 0.37% 71
2022
Q3 		$5.57M Buy
14,371
+1,146
+9% +$495K 0.39% 70
2022
Q2 		$5.1M Sell
13,225
-17
-0.1% -$7.04K 0.33% 78
2022
Q1 		$6.37M Buy
13,242
+12
+0.1% +$6.14K 0.34% 81
2021
Q4 		$8.51M Buy
13,230
+248
+2% +$153K 0.42% 65
2021
Q3 		$7M Sell
12,982
-511
-4% -$275K 0.38% 70
2021
Q2 		$6.61M Sell
13,493
-5,296
-28% -$2.3M 0.35% 80
2021
Q1 		$7.2M Buy
18,789
+137
+0.7% +$52.8K 0.41% 71
2020
Q4 		$7.08M Buy
18,652
+410
+2% +$144K 0.44% 66
2020
Q3 		$5.95M Buy
18,242
+450
+3% +$141K 0.48% 60
2020
Q2 		$5.27M Sell
17,792
-14,207
-44% -$3.9M 0.46% 61
2020
Q1 		$7.36M Buy
31,999
+7,020
+28% +$1.9M 0.73% 37
2019
Q4 		$6.54M Buy
24,979
+8,757
+54% +$2.29M 0.52% 54
2019
Q3 		$4.31M Buy
16,222
+685
+4% +$188K 0.38% 68
2019
Q2 		$4.06M Sell
15,537
-2,953
-16% -$750K 0.36% 70
2019
Q1 		$4.83M Buy
+18,490
New +$4.27M 0.45% 59

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

Montag & Associates's INTU Position: Q1 2026 in Review

Montag & Associates reduced its Intuit (INTU) stake by 22% in Q1 2026, selling an estimated $1.64M and leaving 12,143 shares worth $5.25M. The position accounts for 0.24% of the portfolio, ranked #83.

Montag & Associates first reported a position in INTU in Q1 2019 and has held it in 29 quarters since. The position peaked at $14.4M in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Montag & Associates held 12,143 shares of Intuit worth $5.25M as of Q1 2026.
  • Montag & Associates sold 3,441 Intuit shares in Q1 2026, an estimated $1.64M.
  • Intuit made up 0.24% of Montag & Associates's portfolio in Q1 2026, its #83 holding.
  • Montag & Associates first reported a position in Intuit in Q1 2019 and has held it in 29 quarters since.
  • Montag & Associates's Intuit position peaked at $14.4M in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.