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Cary Street Partners Investment Advisory’s Intuit INTU Stock Holding History

Cary Street Partners Investment Advisory’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 		$188K Sell
720
-979
-58% -$341K 0.04% 392
2026
Q1 		$735K Buy
1,699
+9
+0.5% +$4.29K 0.19% 122
2025
Q4 		$1.12M Buy
1,690
+119
+8% +$78.6K 0.3% 88
2025
Q3 		$1.07M Buy
1,571
+12
+0.8% +$8.65K 0.45% 45
2025
Q2 		$1.23M Buy
1,559
+124
+9% +$83.9K 0.59% 36
2025
Q1 		$881K Sell
1,435
-103
-7% -$61.9K 0.51% 44
2024
Q4 		$967K Sell
1,538
-22,338
-94% -$14.3M 0.63% 34
2024
Q3 		$14.8M Sell
23,876
-357
-1% -$228K 0.55% 44
2024
Q2 		$15.9M Sell
24,233
-196
-0.8% -$122K 0.64% 36
2024
Q1 		$15.9M Sell
24,429
-2,810
-10% -$1.79M 0.67% 33
2023
Q4 		$17M Buy
27,239
+145
+0.5% +$80K 0.81% 25
2023
Q3 		$13.8M Buy
27,094
+3
+0% +$1.52K 0.74% 28
2023
Q2 		$12.4M Buy
27,091
+828
+3% +$363K 0.8% 26
2023
Q1 		$11.7M Sell
26,263
-1,205
-4% -$495K 0.84% 28
2022
Q4 		$10.7M Sell
27,468
-484
-2% -$192K 0.79% 34
2022
Q3 		$10.8M Buy
27,952
+3,797
+16% +$1.64M 0.89% 29
2022
Q2 		$9.31M Buy
+24,155
New +$10M 0.79% 34
2020
Q4 		– Sell
-75
Closed -$24K – 600
2020
Q3 		$24K Buy
+75
New +$23.5K 0.01% 614

Other funds holding INTU

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
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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Cary Street Partners Investment Advisory's INTU Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its Intuit (INTU) stake by 58% in Q2 2026, selling an estimated $341K and leaving 720 shares worth $188K. The position accounts for 0.04% of the portfolio, ranked #392.

Cary Street Partners Investment Advisory first reported a position in INTU in Q3 2020 and has held it in 18 quarters since. The position peaked at $17M in Q4 2023. 1,376 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Cary Street Partners Investment Advisory held 720 shares of Intuit worth $188K as of Q2 2026.
  • Cary Street Partners Investment Advisory sold 979 Intuit shares in Q2 2026, an estimated $341K.
  • Intuit made up 0.04% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #392 holding.
  • Cary Street Partners Investment Advisory first reported a position in Intuit in Q3 2020 and has held it in 18 quarters since.
  • Cary Street Partners Investment Advisory's Intuit position peaked at $17M in Q4 2023.
  • 1,376 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.