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 Q2	–	Sell	-619	Closed	-$268K	–	145
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cercano Management's INTU Position: Q2 2026 in Review

Cercano Management sold out of Intuit (INTU) in Q2 2026, closing a stake of 619 shares — an estimated $268K sold.

Cercano Management first reported a position in INTU in Q1 2023 and held it in 8 quarters. The position peaked at $12.2M in Q1 2023. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Cercano Management reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Cercano Management sold 619 Intuit shares in Q2 2026, an estimated $268K.
Cercano Management first reported a position in Intuit in Q1 2023 and held it in 8 quarters.
Cercano Management's Intuit position peaked at $12.2M in Q1 2023.
1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Cercano Management's 13F filing for Q2 2026, filed 13 Aug 2026.