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User

David M. Polen

Polen Capital Management

Polen Capital Management Intuit Inc stake

total: 588

Polen Capital Management INTU trades

Total transactions:
7
New positions:
2
Sold out:
2
Reduced:
3
Held since:
2025 Q3
Held for:
3 quarters
Latest activity:
2026 Q2
According to 2026 Q2 report, Polen Capital Management doesn't hold any Intuit Inc (INTU) shares. Polen Capital Management has held INTU since at least 2013 Q2 with about 3.74M shares in our earliest available record. Polen Capital Management later completely sold out the position and invested in Intuit Inc again in 2025 Q3. Since at least 2013 Q2, Polen Capital Management has made 6 more transactions.

When did Polen Capital Management sell Intuit Inc (INTU)?

Polen Capital Management sold off the entire Intuit Inc (INTU) position in 2026 Q2.

Estimated cost basis*

Weighted AVG buy price:
$682.91
Weighted AVG sell price:
$484.20

Polen Capital Management's historical trades in Intuit Inc

7 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q2
0.00%
0
$432.37
-100% (-19,853)
-0.06%
2026 Q1
0.06%
19,853
$432.37
$8,583,861
-96.13% (-492,803)
-0.91%
2025 Q4
1.45%
512,656
$662.42
$339,593,775
-22.53% (-149,071)
-0.32%
2025 Q3
1.47%
661,727
$682.91
$451,899,818
new
+1.47%
2013 Q4
0.00%
$66.31
-100% (-3,529,205)
2013 Q3
5.39%
$66.31
-5.55% (-207,413)
2013 Q2
5.42%
$61.03
new or own*
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.