Cassaday & Co Wealth Management
INTU icon

Cassaday & Co Wealth Management’s Intuit INTU Stock Holding History

Cassaday & Co Wealth Management’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
Q3 		$21.2K Buy
77
+2
+3% +$628 ﹤0.01% 817
2026
Q2 		$19.6K Buy
75
+19
+34% +$6.62K ﹤0.01% 776
2026
Q1 		$24.2K Buy
+56
New +$26.7K ﹤0.01% 756

Other funds holding INTU

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Cassaday & Co Wealth Management's INTU Position: Q3 2026 in Review

Cassaday & Co Wealth Management increased its Intuit (INTU) stake by 2.7% in Q3 2026, buying an estimated $628 and bringing the position to 77 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

Cassaday & Co Wealth Management first reported a position in INTU in Q1 2026 and has held it in 3 quarters since. The position peaked at $24.2K in Q1 2026. 1,330 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Cassaday & Co Wealth Management held 77 shares of Intuit worth $21.2K as of Q3 2026.
  • Cassaday & Co Wealth Management bought 2 Intuit shares in Q3 2026, an estimated $628.
  • Intuit made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #817 holding.
  • Cassaday & Co Wealth Management first reported a position in Intuit in Q1 2026 and has held it in 3 quarters since.
  • Cassaday & Co Wealth Management's Intuit position peaked at $24.2K in Q1 2026.
  • 1,330 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.