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Canandaigua National Bank & Trust’s Intuit INTU Stock Holding History

Canandaigua National Bank & 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
2025
Q4 		$450K Sell
680
-7
-1% -$4.63K 0.04% 241
2025
Q3 		$469K Buy
+687
New +$495K 0.04% 247

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Canandaigua National Bank & Trust's INTU Position: Q4 2025 in Review

Canandaigua National Bank & Trust reduced its Intuit (INTU) stake by 1% in Q4 2025, selling an estimated $4.63K and leaving 680 shares worth $450K. The position accounts for 0.04% of the portfolio, ranked #241.

Canandaigua National Bank & Trust first reported a position in INTU in Q3 2025 and has held it in 2 quarters since. The position peaked at $469K in Q3 2025. 2,259 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

  • Canandaigua National Bank & Trust held 680 shares of Intuit worth $450K as of Q4 2025.
  • Canandaigua National Bank & Trust sold 7 Intuit shares in Q4 2025, an estimated $4.63K.
  • Intuit made up 0.04% of Canandaigua National Bank & Trust's portfolio in Q4 2025, its #241 holding.
  • Canandaigua National Bank & Trust first reported a position in Intuit in Q3 2025 and has held it in 2 quarters since.
  • Canandaigua National Bank & Trust's Intuit position peaked at $469K in Q3 2025.
  • 2,259 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on Canandaigua National Bank & Trust's 13F filing for Q4 2025, filed 30 Jan 2026.