Montag & Caldwell’s Intuit INTU Stock Holding History

Montag & Caldwell’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
2025 Q2	$19.3M	Sell	24,546 -763	-3%	-$516K	4.23%	3
2025 Q1	$15.5M	Sell	25,309 -1,204	-5%	-$723K	3.61%	6
2024 Q4	$16.7M	Sell	26,513 -2,109	-7%	-$1.35M	3.56%	8
2024 Q3	$17.8M	Sell	28,622 -1,244	-4%	-$794K	3.61%	7
2024 Q2	$19.6M	Sell	29,866 -1,720	-5%	-$1.07M	3.96%	7
2024 Q1	$20.5M	Sell	31,586 -875	-3%	-$559K	3.54%	9
2023 Q4	$20.3M	Sell	32,461 -17,812	-35%	-$9.82M	3.54%	9
2023 Q3	$25.7M	Sell	50,273 -398	-0.8%	-$201K	3.3%	14
2023 Q2	$23.2M	Buy	50,671 +12,413	+32%	+$5.44M	2.83%	17
2023 Q1	$17.1M	Buy	38,258 +154	+0.4%	+$63.2K	2.29%	23
2022 Q4	$14.8M	Buy	38,104 +15,414	+68%	+$6.11M	2.15%	23
2022 Q3	$8.79M	Buy	22,690 +1,834	+9%	+$792K	1.31%	30
2022 Q2	$8.04M	Buy	+20,856	New	+$8.64M	1.17%	31

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Montag & Caldwell's INTU Position: Q2 2025 in Review

Montag & Caldwell reduced its Intuit (INTU) stake by 3% in Q2 2025, selling an estimated $516K and leaving 24,546 shares worth $19.3M. The position accounts for 4.23% of the portfolio, ranked #3.

Montag & Caldwell first reported a position in INTU in Q2 2022 and has held it in 13 quarters since. The position peaked at $25.7M in Q3 2023. 2,209 funds tracked by Wall St. Rank hold INTU as of Q2 2025.

Montag & Caldwell held 24,546 shares of Intuit worth $19.3M as of Q2 2025.
Montag & Caldwell sold 763 Intuit shares in Q2 2025, an estimated $516K.
Intuit made up 4.23% of Montag & Caldwell's portfolio in Q2 2025, its #3 holding.
Montag & Caldwell first reported a position in Intuit in Q2 2022 and has held it in 13 quarters since.
Montag & Caldwell's Intuit position peaked at $25.7M in Q3 2023.
2,209 funds tracked by Wall St. Rank held Intuit as of Q2 2025.

Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.