Cercano Management’s Intuit INTU Stock Holding History

Cercano 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	$268K	Hold	619	–	–	0.01%	127
2025 Q4	$410K	Hold	619	–	–	0.02%	104
2025 Q3	$423K	Hold	619	–	–	0.02%	113
2025 Q2	$488K	Hold	619	–	–	0.01%	109
2025 Q1	$380K	Hold	619	–	–	0.01%	112
2024 Q4	$389K	Hold	619	–	–	0.01%	137
2024 Q3	$384K	Buy	+619	New	+$395K	0.01%	122
2023 Q2	–	Sell	-27,392	Closed	-$12.2M	–	122
2023 Q1	$12.2M	Buy	+27,392	New	+$11.2M	0.49%	46

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

Cercano Management's INTU Position: Q1 2026 in Review

Cercano Management held its Intuit (INTU) position steady in Q1 2026 at 619 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #127.

Cercano Management first reported a position in INTU in Q1 2023 and has held it in 8 quarters since. The position peaked at $12.2M in Q1 2023. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Cercano Management held 619 shares of Intuit worth $268K as of Q1 2026.
Cercano Management left its Intuit share count unchanged in Q1 2026.
Intuit made up 0.01% of Cercano Management's portfolio in Q1 2026, its #127 holding.
Cercano Management first reported a position in Intuit in Q1 2023 and has held it in 8 quarters since.
Cercano Management's Intuit position peaked at $12.2M in Q1 2023.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Cercano Management's 13F filing for Q1 2026, filed 13 May 2026.