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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
Q2 		$409K Buy
1,566
+571
+57% +$199K 0.14% 136
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Caerus Investment Advisors's INTU Position: Q2 2026 in Review

Caerus Investment Advisors increased its Intuit (INTU) stake by 57% in Q2 2026, buying an estimated $199K and bringing the position to 1,566 shares worth $409K. The position accounts for 0.14% of the portfolio, ranked #136.

Caerus Investment Advisors first reported a position in INTU in Q3 2025 and has held it in 4 quarters since. The position peaked at $430K in Q1 2026. 1,748 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Caerus Investment Advisors held 1,566 shares of Intuit worth $409K as of Q2 2026.
  • Caerus Investment Advisors bought 571 Intuit shares in Q2 2026, an estimated $199K.
  • Intuit made up 0.14% of Caerus Investment Advisors's portfolio in Q2 2026, its #136 holding.
  • Caerus Investment Advisors first reported a position in Intuit in Q3 2025 and has held it in 4 quarters since.
  • Caerus Investment Advisors's Intuit position peaked at $430K in Q1 2026.
  • 1,748 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.