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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
Q2 		$3.03K Hold
7
– – ﹤0.01% 287
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

CBIZ Investment Advisory Services's INTU Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Intuit (INTU) position steady in Q2 2026 at 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 7 quarters since. The position peaked at $56.7K in Q2 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • CBIZ Investment Advisory Services held 7 shares of Intuit worth $3.03K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Intuit share count unchanged in Q2 2026.
  • Intuit made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #287 holding.
  • CBIZ Investment Advisory Services first reported a position in Intuit in Q4 2024 and has held it in 7 quarters since.
  • CBIZ Investment Advisory Services's Intuit position peaked at $56.7K in Q2 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.