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Caerus Investment Advisors’s Intuit INTU Stock Holding History

Caerus Investment Advisors’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 		$430K Buy
995
+550
+124% +$262K 0.18% 113
2025
Q4 		$295K Buy
445
+63
+16% +$41.6K 0.1% 225
2025
Q3 		$261K Buy
+382
New +$275K 0.11% 216

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

Caerus Investment Advisors's INTU Position: Q1 2026 in Review

Caerus Investment Advisors increased its Intuit (INTU) stake by 124% in Q1 2026, buying an estimated $262K and bringing the position to 995 shares worth $430K. The position accounts for 0.18% of the portfolio, ranked #113.

Caerus Investment Advisors first reported a position in INTU in Q3 2025 and has held it in 3 quarters since. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Caerus Investment Advisors held 995 shares of Intuit worth $430K as of Q1 2026.
  • Caerus Investment Advisors bought 550 Intuit shares in Q1 2026, an estimated $262K.
  • Intuit made up 0.18% of Caerus Investment Advisors's portfolio in Q1 2026, its #113 holding.
  • Caerus Investment Advisors first reported a position in Intuit in Q3 2025 and has held it in 3 quarters since.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.