Cedar Mountain Advisors
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Cedar Mountain Advisors’s Intuit INTU Stock Holding History

Cedar Mountain Advisors’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 		$160K Buy
579
+2
+0.3% +$628 0.03% 80
2026
Q2 		$151K Sell
577
-26
-4% -$9.06K 0.03% 87
2026
Q1 		$261K Buy
603
+16
+3% +$7.63K 0.05% 56
2025
Q4 		$389K Buy
587
+1
+0.2% +$661 0.08% 45
2025
Q3 		$400K Buy
586
+5
+0.9% +$3.6K 0.08% 45
2025
Q2 		$458K Buy
581
+1
+0.2% +$677 0.1% 41
2025
Q1 		$356K Sell
580
-1
-0.2% -$601 0.08% 43
2024
Q4 		$365K Sell
581
-4
-0.7% -$2.56K 0.08% 43
2024
Q3 		$364K Hold
585
– – 0.08% 44
2024
Q2 		$384K Buy
585
+1
+0.2% +$620 0.09% 35
2024
Q1 		$380K Buy
584
+1
+0.2% +$638 0.1% 36
2023
Q4 		$364K Buy
583
+1
+0.2% +$552 0.1% 34
2023
Q3 		$297K Buy
582
+1
+0.2% +$506 0.09% 33
2023
Q2 		$266K Buy
581
+1
+0.2% +$438 0.08% 36
2023
Q1 		$259K Buy
580
+1
+0.2% +$411 0.08% 36
2022
Q4 		$225K Buy
579
+1
+0.2% +$397 0.07% 38
2022
Q3 		$224K Buy
578
+1
+0.2% +$432 0.07% 34
2022
Q2 		$223K Hold
577
– – 0.08% 34
2022
Q1 		$277K Buy
577
+1
+0.2% +$512 0.08% 34
2021
Q4 		$370K Buy
576
+1
+0.2% +$617 0.11% 29
2021
Q3 		$310K Hold
575
– – 0.1% 29
2021
Q2 		$282K Buy
575
+1
+0.2% +$434 0.09% 32
2021
Q1 		$220K Buy
574
+1
+0.2% +$385 0.07% 35
2020
Q4 		$218K Buy
573
+1
+0.2% +$351 0.08% 34
2020
Q3 		$187K Buy
572
+1
+0.2% +$313 0.08% 37
2020
Q2 		$169K Buy
571
+19
+3% +$5.21K 0.07% 37
2020
Q1 		$127K Buy
552
+5
+0.9% +$1.35K 0.06% 39
2019
Q4 		$143K Buy
+547
New +$143K 0.06% 41

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return
Wilsey Asset Management
Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Cedar Mountain Advisors's INTU Position: Q3 2026 in Review

Cedar Mountain Advisors increased its Intuit (INTU) stake by 0.35% in Q3 2026, buying an estimated $628 and bringing the position to 579 shares worth $160K. The position accounts for 0.03% of the portfolio, ranked #80.

Cedar Mountain Advisors first reported a position in INTU in Q4 2019 and has held it in 28 quarters since. The position peaked at $458K in Q2 2025. 387 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Cedar Mountain Advisors held 579 shares of Intuit worth $160K as of Q3 2026.
  • Cedar Mountain Advisors bought 2 Intuit shares in Q3 2026, an estimated $628.
  • Intuit made up 0.03% of Cedar Mountain Advisors's portfolio in Q3 2026, its #80 holding.
  • Cedar Mountain Advisors first reported a position in Intuit in Q4 2019 and has held it in 28 quarters since.
  • Cedar Mountain Advisors's Intuit position peaked at $458K in Q2 2025.
  • 387 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.