Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Intuit INTU Stock Holding History

Carson Wealth (CWM LLC)’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 		$10.6M Sell
24,481
-4,139
-14% -$1.97M 0.03% 531
2025
Q4 		$19M Sell
28,620
-7,816
-21% -$5.16M 0.05% 334
2025
Q3 		$24.9M Buy
36,436
+10,520
+41% +$7.58M 0.07% 230
2025
Q2 		$20.4M Buy
25,916
+6,822
+36% +$4.62M 0.07% 235
2025
Q1 		$11.7M Buy
19,094
+1,756
+10% +$1.05M 0.05% 315
2024
Q4 		$10.9M Buy
17,338
+428
+3% +$273K 0.05% 301
2024
Q3 		$10.5M Buy
16,910
+227
+1% +$145K 0.05% 299
2024
Q2 		$11M Buy
16,683
+276
+2% +$171K 0.05% 282
2024
Q1 		$10.7M Buy
16,407
+1,871
+13% +$1.19M 0.05% 281
2023
Q4 		$9.09M Buy
14,536
+2,967
+26% +$1.64M 0.05% 283
2023
Q3 		$5.91M Buy
11,569
+5,657
+96% +$2.86M 0.04% 335
2023
Q2 		$2.71M Buy
5,912
+1,371
+30% +$600K 0.02% 465
2023
Q1 		$2.02M Buy
4,541
+308
+7% +$126K 0.01% 478
2022
Q4 		$1.65M Buy
4,233
+323
+8% +$128K 0.01% 476
2022
Q3 		$1.51M Buy
3,910
+1,228
+46% +$530K 0.01% 455
2022
Q2 		$1.03M Buy
2,682
+1,122
+72% +$465K 0.01% 558
2022
Q1 		$750K Buy
1,560
+215
+16% +$110K 0.01% 629
2021
Q4 		$865K Buy
+1,345
New +$830K 0.01% 604
2021
Q2 		$404K Hold
825
– – ﹤0.01% 711
2021
Q1 		$404K Hold
825
– – ﹤0.01% 711
2020
Q4 		$404K Hold
825
– – ﹤0.01% 711
2020
Q3 		$404K Hold
825
– – ﹤0.01% 711
2020
Q2 		$404K Hold
825
– – ﹤0.01% 711
2020
Q1 		$404K Hold
825
– – ﹤0.01% 711
2019
Q4 		$404K Hold
825
– – ﹤0.01% 711
2019
Q3 		$404K Hold
825
– – ﹤0.01% 711
2019
Q2 		$404K Hold
825
– – ﹤0.01% 711
2019
Q1 		$404K Buy
825
+489
+146% +$113K ﹤0.01% 711
2018
Q4 		$66K Buy
336
+56
+20% +$11.7K ﹤0.01% 813
2018
Q3 		$64K Sell
280
-120
-30% -$25.8K ﹤0.01% 699
2018
Q2 		$82K Sell
400
-76
-16% -$14.6K ﹤0.01% 553
2018
Q1 		$83K Sell
476
-12,382
-96% -$2.08M ﹤0.01% 477
2017
Q4 		$2.03M Sell
12,858
-3,090
-19% -$471K 0.09% 164
2017
Q3 		$2.27M Sell
15,948
-1,890
-11% -$261K 0.11% 138
2017
Q2 		$2.37M Sell
17,838
-2,585
-13% -$335K 0.12% 138
2017
Q1 		$2.37M Sell
20,423
-12,218
-37% -$1.46M 0.13% 134
2016
Q4 		$3.74M Sell
32,641
-1,644
-5% -$184K 0.23% 107
2016
Q3 		$3.77M Sell
34,285
-3,359
-9% -$376K 0.26% 106
2016
Q2 		$4.2M Sell
37,644
-1,844
-5% -$193K 0.31% 103
2016
Q1 		$4.11M Sell
39,488
-8,615
-18% -$832K 0.36% 91
2015
Q4 		$4.64M Sell
48,103
-4,225
-8% -$408K 0.45% 76
2015
Q3 		$4.64M Buy
52,328
+527
+1% +$51.1K 0.47% 77
2015
Q2 		$5.22M Buy
51,801
+2,319
+5% +$237K 0.5% 84
2015
Q1 		$4.8M Buy
49,482
+2,242
+5% +$208K 0.49% 85
2014
Q4 		$4.36M Buy
47,240
+6,971
+17% +$620K 0.53% 65
2014
Q3 		$3.53M Buy
40,269
+4,089
+11% +$340K 0.51% 65
2014
Q2 		$2.91M Buy
36,180
+9,291
+35% +$717K 0.52% 59
2014
Q1 		$2.09M Buy
26,889
+7,135
+36% +$545K 0.28% 67
2013
Q4 		$1.51M Buy
19,754
+5,877
+42% +$422K 0.24% 68
2013
Q3 		$920K Buy
+13,877
New +$894K 0.24% 56

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

Carson Wealth (CWM LLC)'s INTU Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Intuit (INTU) stake by 14% in Q1 2026, selling an estimated $1.97M and leaving 24,481 shares worth $10.6M. The position accounts for 0.03% of the portfolio, ranked #531.

Carson Wealth (CWM LLC) first reported a position in INTU in Q3 2013 and has held it in 50 quarters since. The position peaked at $24.9M in Q3 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Carson Wealth (CWM LLC) held 24,481 shares of Intuit worth $10.6M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 4,139 Intuit shares in Q1 2026, an estimated $1.97M.
  • Intuit made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #531 holding.
  • Carson Wealth (CWM LLC) first reported a position in Intuit in Q3 2013 and has held it in 50 quarters since.
  • Carson Wealth (CWM LLC)'s Intuit position peaked at $24.9M in Q3 2025.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.