Cerro Pacific Wealth Advisors’s Intuit INTU Stock Holding History

Cerro Pacific Wealth Advisors’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	$263K	Sell	1,008 -211	-17%	-$73.5K	0.06%	144
2026 Q1	$527K	Buy	1,219 +39	+3%	+$18.6K	0.14%	100
2025 Q4	$781K	Buy	1,180 +190	+19%	+$126K	0.21%	76
2025 Q3	$676K	Sell	990 -38	-4%	-$27.4K	0.19%	92
2025 Q2	$809K	Sell	1,028 -122	-11%	-$82.6K	0.22%	80
2025 Q1	$722K	Buy	1,150 +42	+4%	+$25.2K	0.23%	81
2024 Q4	$688K	Sell	1,108 -86	-7%	-$55K	0.23%	86
2024 Q3	$785K	Hold	1,194	–	–	0.3%	73
2024 Q2	$785K	Buy	+1,194	New	+$741K	0.3%	74
2023 Q1	$545K	Buy	1,223 +8	+0.7%	+$3.28K	0.3%	83
2022 Q4	$473K	Sell	1,215 -62	-5%	-$24.6K	0.25%	92
2022 Q3	$495K	Buy	1,277 +23	+2%	+$9.94K	0.3%	85
2022 Q2	$483K	Sell	1,254 -4	-0.3%	-$1.66K	0.3%	91
2022 Q1	$605K	Sell	1,258 -41	-3%	-$21K	0.37%	85
2021 Q4	$836K	Buy	1,299 +45	+4%	+$27.8K	0.53%	56
2021 Q3	$677K	Sell	1,254 -3	-0.2%	-$1.62K	0.49%	65
2021 Q2	$616K	Buy	+1,257	New	+$545K	0.46%	67
2020 Q4	$476K	Buy	+1,252	New	+$440K	0.28%	77

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

Cerro Pacific Wealth Advisors's INTU Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors reduced its Intuit (INTU) stake by 17% in Q2 2026, selling an estimated $73.5K and leaving 1,008 shares worth $263K. The position accounts for 0.06% of the portfolio, ranked #144.

Cerro Pacific Wealth Advisors first reported a position in INTU in Q4 2020 and has held it in 18 quarters since. The position peaked at $836K in Q4 2021. 1,743 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Cerro Pacific Wealth Advisors held 1,008 shares of Intuit worth $263K as of Q2 2026.
Cerro Pacific Wealth Advisors sold 211 Intuit shares in Q2 2026, an estimated $73.5K.
Intuit made up 0.06% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #144 holding.
Cerro Pacific Wealth Advisors first reported a position in Intuit in Q4 2020 and has held it in 18 quarters since.
Cerro Pacific Wealth Advisors's Intuit position peaked at $836K in Q4 2021.
1,743 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.