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Spinnaker Trust’s Intuit INTU Stock Holding History

Spinnaker Trust’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 		$506K Sell
1,171
-100
-8% -$47.7K 0.03% 205
2025
Q4 		$842K Buy
1,271
+67
+6% +$44.3K 0.05% 163
2025
Q3 		$822K Hold
1,204
– – 0.05% 166
2025
Q2 		$948K Hold
1,204
– – 0.06% 154
2025
Q1 		$739K Sell
1,204
-7
-0.6% -$4.2K 0.05% 165
2024
Q4 		$761K Sell
1,211
-3
-0.2% -$1.92K 0.05% 160
2024
Q3 		$754K Sell
1,214
-57
-4% -$36.4K 0.05% 168
2024
Q2 		$835K Hold
1,271
– – 0.05% 154
2024
Q1 		$826K Sell
1,271
-58
-4% -$37K 0.05% 150
2023
Q4 		$831K Hold
1,329
– – 0.06% 145
2023
Q3 		$679K Hold
1,329
– – 0.05% 154
2023
Q2 		$609K Buy
1,329
+100
+8% +$43.8K 0.04% 158
2023
Q1 		$548K Sell
1,229
-185
-13% -$75.9K 0.04% 158
2022
Q4 		$550K Sell
1,414
-25
-2% -$9.92K 0.04% 165
2022
Q3 		$557K Hold
1,439
– – 0.05% 160
2022
Q2 		$555K Hold
1,439
– – 0.04% 172
2022
Q1 		$692K Sell
1,439
-10
-0.7% -$5.12K 0.05% 165
2021
Q4 		$932K Hold
1,449
– – 0.06% 143
2021
Q3 		$782K Sell
1,449
-5
-0.3% -$2.69K 0.05% 152
2021
Q2 		$713K Sell
1,454
-3
-0.2% -$1.3K 0.05% 162
2021
Q1 		$558K Sell
1,457
-75
-5% -$28.9K 0.04% 162
2020
Q4 		$581K Buy
1,532
+10
+0.7% +$3.51K 0.05% 154
2020
Q3 		$496K Sell
1,522
-135
-8% -$42.2K 0.04% 154
2020
Q2 		$490K Sell
1,657
-313
-16% -$85.9K 0.05% 150
2020
Q1 		$453K Buy
1,970
+884
+81% +$239K 0.05% 158
2019
Q4 		$284K Buy
+1,086
New +$284K 0.03% 212

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

Spinnaker Trust's INTU Position: Q1 2026 in Review

Spinnaker Trust reduced its Intuit (INTU) stake by 7.9% in Q1 2026, selling an estimated $47.7K and leaving 1,171 shares worth $506K. The position accounts for 0.03% of the portfolio, ranked #205.

Spinnaker Trust first reported a position in INTU in Q4 2019 and has held it in 26 quarters since. The position peaked at $948K in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Spinnaker Trust held 1,171 shares of Intuit worth $506K as of Q1 2026.
  • Spinnaker Trust sold 100 Intuit shares in Q1 2026, an estimated $47.7K.
  • Intuit made up 0.03% of Spinnaker Trust's portfolio in Q1 2026, its #205 holding.
  • Spinnaker Trust first reported a position in Intuit in Q4 2019 and has held it in 26 quarters since.
  • Spinnaker Trust's Intuit position peaked at $948K in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Spinnaker Trust's 13F filing for Q1 2026, filed 23 Apr 2026.