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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
Q1 		$24.2K Buy
+56
New +$26.7K ﹤0.01% 756

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

Cassaday & Co Wealth Management's INTU Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Intuit (INTU) in Q1 2026: 56 shares worth $24.2K. The stake represents ﹤0.01% of the portfolio and ranks #756 among its holdings.

2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Cassaday & Co Wealth Management held 56 shares of Intuit worth $24.2K as of Q1 2026.
  • Intuit was a new Cassaday & Co Wealth Management position in Q1 2026.
  • Intuit made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #756 holding.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.