CIAS
INTU icon

CBIZ Investment Advisory Services’s Intuit INTU Stock Holding History

CBIZ Investment Advisory Services’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 		$3.03K Sell
7
-60
-90% -$28.6K ﹤0.01% 287
2025
Q4 		$44.4K Sell
67
-9
-12% -$5.95K ﹤0.01% 154
2025
Q3 		$51.9K Buy
76
+4
+6% +$2.88K ﹤0.01% 125
2025
Q2 		$56.7K Buy
72
+22
+44% +$14.9K ﹤0.01% 119
2025
Q1 		$30.7K Buy
50
+47
+1,567% +$28.2K ﹤0.01% 164
2024
Q4 		$1.89K Buy
+3
New +$1.92K ﹤0.01% 394
2020
Q1 		– Hold
0
– – – 135

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

CBIZ Investment Advisory Services's INTU Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Intuit (INTU) stake by 90% in Q1 2026, selling an estimated $28.6K and leaving 7 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #287.

CBIZ Investment Advisory Services first reported a position in INTU in Q4 2024 and has held it in 6 quarters since. The position peaked at $56.7K in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • CBIZ Investment Advisory Services held 7 shares of Intuit worth $3.03K as of Q1 2026.
  • CBIZ Investment Advisory Services sold 60 Intuit shares in Q1 2026, an estimated $28.6K.
  • Intuit made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #287 holding.
  • CBIZ Investment Advisory Services first reported a position in Intuit in Q4 2024 and has held it in 6 quarters since.
  • CBIZ Investment Advisory Services's Intuit position peaked at $56.7K in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.