CMA
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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
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 $44.7B AUM 17.24% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cedar Mountain Advisors's INTU Position: Q2 2026 in Review

Cedar Mountain Advisors reduced its Intuit (INTU) stake by 4.3% in Q2 2026, selling an estimated $9.06K and leaving 577 shares worth $151K. The position accounts for 0.03% of the portfolio, ranked #87.

Cedar Mountain Advisors first reported a position in INTU in Q4 2019 and has held it in 27 quarters since. The position peaked at $458K in Q2 2025. 248 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Cedar Mountain Advisors held 577 shares of Intuit worth $151K as of Q2 2026.
  • Cedar Mountain Advisors sold 26 Intuit shares in Q2 2026, an estimated $9.06K.
  • Intuit made up 0.03% of Cedar Mountain Advisors's portfolio in Q2 2026, its #87 holding.
  • Cedar Mountain Advisors first reported a position in Intuit in Q4 2019 and has held it in 27 quarters since.
  • Cedar Mountain Advisors's Intuit position peaked at $458K in Q2 2025.
  • 248 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.