CIG
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Cascade Investment Group’s Intuit INTU Stock Holding History

Cascade Investment Group’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 		$289K Sell
1,108
-295
-21% -$103K 0.16% 124
2026
Q1 		$607K Buy
1,403
+80
+6% +$38.2K 0.4% 63
2025
Q4 		$877K Hold
1,323
– – 0.59% 45
2025
Q3 		$904K Sell
1,323
-1,034
-44% -$745K 0.6% 41
2025
Q2 		$1.86M Sell
2,357
-56
-2% -$37.9K 1.3% 18
2025
Q1 		$1.48M Buy
2,413
+18
+0.8% +$10.8K 1.14% 22
2024
Q4 		$1.51M Sell
2,395
-20
-0.8% -$12.8K 1.08% 20
2024
Q3 		$1.5M Buy
2,415
+3
+0.1% +$1.92K 1.1% 19
2024
Q2 		$1.59M Buy
2,412
+3
+0.1% +$1.86K 1.24% 20
2024
Q1 		$1.57M Sell
2,409
-40
-2% -$25.5K 1.17% 18
2023
Q4 		$1.53M Sell
2,449
-60
-2% -$33.1K 1.23% 19
2023
Q3 		$1.28M Sell
2,509
-99
-4% -$50.1K 1.21% 24
2023
Q2 		$1.2M Sell
2,608
-80
-3% -$35K 1.09% 26
2023
Q1 		$1.2M Buy
2,688
+5
+0.2% +$2.05K 1.18% 20
2022
Q4 		$1.04M Buy
+2,683
New +$1.06M 1.09% 24

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Cascade Investment Group's INTU Position: Q2 2026 in Review

Cascade Investment Group reduced its Intuit (INTU) stake by 21% in Q2 2026, selling an estimated $103K and leaving 1,108 shares worth $289K. The position accounts for 0.16% of the portfolio, ranked #124.

Cascade Investment Group first reported a position in INTU in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.86M in Q2 2025. 705 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Cascade Investment Group held 1,108 shares of Intuit worth $289K as of Q2 2026.
  • Cascade Investment Group sold 295 Intuit shares in Q2 2026, an estimated $103K.
  • Intuit made up 0.16% of Cascade Investment Group's portfolio in Q2 2026, its #124 holding.
  • Cascade Investment Group first reported a position in Intuit in Q4 2022 and has held it in 15 quarters since.
  • Cascade Investment Group's Intuit position peaked at $1.86M in Q2 2025.
  • 705 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.