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Osterweis Capital Management’s Intuit INTU Stock Holding History

Osterweis 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 		– Sell
-43,190
Closed -$28.6M – 253
2025
Q4 		$28.6M Sell
43,190
-706
-2% -$467K 1.21% 32
2025
Q3 		$30M Buy
43,896
+622
+1% +$448K 1.35% 28
2025
Q2 		$34.1M Buy
43,274
+123
+0.3% +$83.2K 1.63% 23
2025
Q1 		$26.5M Buy
43,151
+174
+0.4% +$104K 1.31% 30
2024
Q4 		$27M Buy
42,977
+189
+0.4% +$121K 1.26% 29
2024
Q3 		$26.6M Buy
+42,788
New +$27.3M 1.35% 29

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

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

Osterweis Capital Management sold out of Intuit (INTU) in Q1 2026, closing a stake of 43,190 shares — an estimated $28.6M sold.

Osterweis Capital Management first reported a position in INTU in Q3 2024 and held it in 6 quarters. The position peaked at $34.1M in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Osterweis Capital Management reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Osterweis Capital Management sold 43,190 Intuit shares in Q1 2026, an estimated $28.6M.
  • Osterweis Capital Management first reported a position in Intuit in Q3 2024 and held it in 6 quarters.
  • Osterweis Capital Management's Intuit position peaked at $34.1M in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Osterweis Capital Management's 13F filing for Q1 2026, filed 15 May 2026.