Novare Capital Management’s Intuit INTU Stock Holding History

Novare 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	$923K	Sell	2,136 -448	-17%	-$214K	0.07%	116
2025 Q4	$1.71M	Sell	2,584 -170	-6%	-$112K	0.13%	92
2025 Q3	$1.88M	Buy	2,754 +85	+3%	+$61.3K	0.14%	92
2025 Q2	$2.1M	Sell	2,669 -81	-3%	-$54.8K	0.17%	89
2025 Q1	$1.69M	Sell	2,750 -365	-12%	-$219K	0.15%	99
2024 Q4	$1.96M	Sell	3,115 -40	-1%	-$25.6K	0.16%	90
2024 Q3	$1.96M	Sell	3,155 -101	-3%	-$64.5K	0.17%	90
2024 Q2	$2.14M	Sell	3,256 -35	-1%	-$21.7K	0.19%	87
2024 Q1	$2.14M	Sell	3,291 -209	-6%	-$133K	0.19%	90
2023 Q4	$2.19M	Sell	3,500 -98	-3%	-$54.1K	0.22%	86
2023 Q3	$1.84M	Sell	3,598 -485	-12%	-$245K	0.21%	87
2023 Q2	$1.87M	Buy	4,083 +60	+1%	+$26.3K	0.2%	88
2023 Q1	$1.79M	Sell	4,023 -110	-3%	-$45.2K	0.2%	88
2022 Q4	$1.61M	Sell	4,133 -16	-0.4%	-$6.35K	0.19%	86
2022 Q3	$1.61M	Sell	4,149 -54	-1%	-$23.3K	0.21%	83
2022 Q2	$1.62M	Sell	4,203 -120	-3%	-$49.7K	0.2%	84
2022 Q1	$2.08M	Sell	4,323 -22	-0.5%	-$11.3K	0.22%	82
2021 Q4	$2.79M	Sell	4,345 -30	-0.7%	-$18.5K	0.28%	81
2021 Q3	$2.36M	Sell	4,375 -84	-2%	-$45.3K	0.26%	82
2021 Q2	$2.19M	Sell	4,459 -126	-3%	-$54.6K	0.24%	82
2021 Q1	$1.76M	Sell	4,585 -253	-5%	-$97.4K	0.21%	83
2020 Q4	$1.84M	Sell	4,838 -620	-11%	-$218K	0.24%	82
2020 Q3	$1.78M	Sell	5,458 -288	-5%	-$90.1K	0.25%	84
2020 Q2	$1.7M	Sell	5,746 -574	-9%	-$157K	0.25%	82
2020 Q1	$1.45M	Sell	6,320 -465	-7%	-$126K	0.26%	82
2019 Q4	$1.78M	Sell	6,785 -45	-0.7%	-$11.8K	0.25%	88
2019 Q3	$1.82M	Sell	6,830 -195	-3%	-$53.6K	0.27%	85
2019 Q2	$1.84M	Sell	7,025 -579	-8%	-$147K	0.28%	83
2019 Q1	$1.99M	Sell	7,604 -890	-10%	-$206K	0.31%	82
2018 Q4	$1.67M	Sell	8,494 -1,915	-18%	-$398K	0.31%	84
2018 Q3	$2.37M	Sell	10,409 -1,275	-11%	-$274K	0.38%	80
2018 Q2	$2.39M	Sell	11,684 -460	-4%	-$88.2K	0.41%	82
2018 Q1	$2.1M	Sell	12,144 -915	-7%	-$154K	0.37%	85
2017 Q4	$2.06M	Sell	13,059 -100	-0.8%	-$15.2K	0.35%	89
2017 Q3	$1.87M	Sell	13,159 -8,247	-39%	-$1.14M	0.33%	92
2017 Q2	$2.05M	Buy	21,406 +7,527	+54%	+$976K	0.46%	74
2017 Q1	$1.61M	Sell	13,879 -225	-2%	-$27K	0.37%	81
2016 Q4	$1.62M	Sell	14,104 -425	-3%	-$47.6K	0.4%	78
2016 Q3	$1.6M	Sell	14,529 -1,855	-11%	-$207K	0.42%	75
2016 Q2	$1.83M	Sell	16,384 -1,725	-10%	-$180K	0.49%	74
2016 Q1	$1.88M	Sell	18,109 -15,063	-45%	-$1.45M	0.53%	71
2015 Q4	$2.44M	Sell	33,172 -1,952	-6%	-$189K	0.67%	61
2015 Q3	$2.32M	Buy	35,124 +3,094	+10%	+$300K	0.64%	64
2015 Q2	$2.5M	Buy	32,030 +725	+2%	+$74K	0.62%	62
2015 Q1	$2.46M	Sell	31,305 -1,700	-5%	-$158K	0.61%	61
2014 Q4	$2.56M	Sell	33,005 -1,770	-5%	-$157K	0.64%	60
2014 Q3	$2.56M	Sell	34,775 -1,970	-5%	-$164K	0.63%	63
2014 Q2	$2.54M	Sell	36,745 -3,550	-9%	-$274K	0.62%	63
2014 Q1	$2.61M	Sell	40,295 -16,465	-29%	-$1.26M	0.7%	58
2013 Q4	$3.86M	Sell	56,760 -2,180	-4%	-$157K	1.07%	41
2013 Q3	$3.5M	Buy	58,940 +8,814	+18%	+$568K	1.09%	44
2013 Q2	$3.06M	Buy	+50,126	New	+$3.03M	1.03%	48

Other funds holding INTU

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Novare Capital Management reduced its Intuit (INTU) stake by 17% in Q1 2026, selling an estimated $214K and leaving 2,136 shares worth $923K. The position accounts for 0.07% of the portfolio, ranked #116.

Novare Capital Management first reported a position in INTU in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.86M in Q4 2013. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Novare Capital Management held 2,136 shares of Intuit worth $923K as of Q1 2026.
Novare Capital Management sold 448 Intuit shares in Q1 2026, an estimated $214K.
Intuit made up 0.07% of Novare Capital Management's portfolio in Q1 2026, its #116 holding.
Novare Capital Management first reported a position in Intuit in Q2 2013 and has held it in 52 quarters since.
Novare Capital Management's Intuit position peaked at $3.86M in Q4 2013.
2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Novare Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.