Cerity Partners’s Intuit INTU Stock Holding History

Cerity Partners’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
2025 Q2	–	Sell	-185,221	Closed	-$114M	–	2706
2025 Q1	$114M	Buy	+185,221	New	+$111M	0.23%	92

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

Cerity Partners's INTU Position: Q2 2026 in Review

Cerity Partners reduced its Intuit (INTU) stake by 27% in Q2 2026, selling an estimated $20.8M and leaving 160,046 shares worth $41.8M. The position accounts for 0.05% of the portfolio, ranked #292.

Cerity Partners first reported a position in INTU in Q1 2017 and has held it in 37 quarters since. The position peaked at $150M in Q2 2025. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Cerity Partners held 160,046 shares of Intuit worth $41.8M as of Q2 2026.
Cerity Partners sold 59,622 Intuit shares in Q2 2026, an estimated $20.8M.
Intuit made up 0.05% of Cerity Partners's portfolio in Q2 2026, its #292 holding.
Cerity Partners first reported a position in Intuit in Q1 2017 and has held it in 37 quarters since.
Cerity Partners's Intuit position peaked at $150M in Q2 2025.
1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.