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Certified Advisory Corp’s Intuit INTU Stock Holding History

Certified Advisory Corp’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 		– Sell
-340
Closed -$225K – 326
2025
Q4 		$225K Hold
340
– – 0.02% 300
2025
Q3 		$232K Sell
340
-113
-25% -$81.5K 0.02% 295
2025
Q2 		$357K Buy
453
+5
+1% +$3.38K 0.04% 237
2025
Q1 		$275K Sell
448
-21
-4% -$12.6K 0.03% 249
2024
Q4 		$295K Sell
469
-7
-1% -$4.47K 0.03% 247
2024
Q3 		$295K Buy
+476
New +$304K 0.03% 249
2021
Q2 		– Sell
-161
Closed -$62K – 462
2021
Q1 		$62K Buy
+161
New +$62K 0.02% 320
2020
Q2 		$48K Buy
161
+1
+0.6% +$274 0.02% 310
2020
Q1 		$37K Hold
160
– – 0.01% 321
2019
Q4 		$42K Hold
160
– – 0.01% 345
2019
Q3 		$43K Buy
+160
New +$44K 0.01% 348

Other funds holding INTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

Certified Advisory Corp's INTU Position: Q1 2026 in Review

Certified Advisory Corp sold out of Intuit (INTU) in Q1 2026, closing a stake of 340 shares — an estimated $225K sold.

Certified Advisory Corp first reported a position in INTU in Q3 2019 and held it in 11 quarters. The position peaked at $357K in Q2 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Certified Advisory Corp reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Certified Advisory Corp sold 340 Intuit shares in Q1 2026, an estimated $225K.
  • Certified Advisory Corp first reported a position in Intuit in Q3 2019 and held it in 11 quarters.
  • Certified Advisory Corp's Intuit position peaked at $357K in Q2 2025.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Certified Advisory Corp's 13F filing for Q1 2026, filed 17 Apr 2026.