Cerity Partners
INTU icon

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

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VCM
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Cerity Partners's INTU Position: Q1 2026 in Review

Cerity Partners increased its Intuit (INTU) stake by 5.4% in Q1 2026, buying an estimated $5.34M and bringing the position to 219,668 shares worth $95M. The position accounts for 0.13% of the portfolio, ranked #145.

Cerity Partners first reported a position in INTU in Q1 2017 and has held it in 36 quarters since. The position peaked at $150M in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Cerity Partners held 219,668 shares of Intuit worth $95M as of Q1 2026.
  • Cerity Partners bought 11,195 Intuit shares in Q1 2026, an estimated $5.34M.
  • Intuit made up 0.13% of Cerity Partners's portfolio in Q1 2026, its #145 holding.
  • Cerity Partners first reported a position in Intuit in Q1 2017 and has held it in 36 quarters since.
  • Cerity Partners's Intuit position peaked at $150M in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.