Cedar Wealth Management’s Intuit INTU Stock Holding History

Cedar 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	–	Sell	-12	Closed	-$7.95K	–	162
2025 Q4	$7.95K	Hold	12	–	–	﹤0.01%	170
2025 Q3	$8.2K	Hold	12	–	–	﹤0.01%	179
2025 Q2	$9.45K	Hold	12	–	–	﹤0.01%	160
2025 Q1	$7.37K	Hold	12	–	–	﹤0.01%	150
2024 Q4	$7.54K	Hold	12	–	–	﹤0.01%	148
2024 Q3	$7.45K	Hold	12	–	–	﹤0.01%	225
2024 Q2	$7.89K	Sell	12 -12	-50%	-$7.44K	﹤0.01%	242
2024 Q1	$15.6K	Hold	24	–	–	0.01%	235
2023 Q4	$15K	Hold	24	–	–	0.01%	213
2023 Q3	$12.3K	Hold	24	–	–	﹤0.01%	221
2023 Q2	$11K	Sell	24 -160	-87%	-$70.1K	﹤0.01%	234
2023 Q1	$82K	Buy	184 +28	+18%	+$11.5K	0.03%	129
2022 Q4	$60.7K	Sell	156 -33	-17%	-$13.1K	0.03%	133
2022 Q3	$73K	Sell	189 -101	-35%	-$43.6K	0.04%	137
2022 Q2	$112K	Hold	290	–	–	0.05%	132
2022 Q1	$139K	Hold	290	–	–	0.06%	132
2021 Q4	$187K	Hold	290	–	–	0.08%	125
2021 Q3	$156K	Hold	290	–	–	0.07%	116
2021 Q2	$142K	Buy	290 +24	+9%	+$10.4K	0.06%	122
2021 Q1	$102K	Buy	+266	New	+$102K	0.05%	124

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Cedar Wealth Management's INTU Position: Q1 2026 in Review

Cedar Wealth Management sold out of Intuit (INTU) in Q1 2026, closing a stake of 12 shares — an estimated $7.95K sold.

Cedar Wealth Management first reported a position in INTU in Q1 2021 and held it in 20 quarters. The position peaked at $187K in Q4 2021. 2,003 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Cedar Wealth Management reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
Cedar Wealth Management sold 12 Intuit shares in Q1 2026, an estimated $7.95K.
Cedar Wealth Management first reported a position in Intuit in Q1 2021 and held it in 20 quarters.
Cedar Wealth Management's Intuit position peaked at $187K in Q4 2021.
2,003 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.