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Cetera Trust Company’s Intuit INTU Stock Holding History

Cetera Trust Company’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 		$26.8K Hold
62
– – 0.02% 244
2025
Q4 		$41.1K Hold
62
– – 0.02% 223
2025
Q3 		$42.3K Hold
62
– – 0.02% 228
2025
Q2 		$48.8K Hold
62
– – 0.03% 223
2025
Q1 		$38.1K Hold
62
– – 0.02% 234
2024
Q4 		$39K Hold
62
– – 0.03% 232
2024
Q3 		$38.5K Sell
62
-231
-79% -$147K 0.02% 240
2024
Q2 		$193K Hold
293
– – 0.12% 163
2024
Q1 		$190K Hold
293
– – 0.11% 171
2023
Q4 		$183K Buy
+293
New +$162K 0.11% 156

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

Cetera Trust Company's INTU Position: Q1 2026 in Review

Cetera Trust Company held its Intuit (INTU) position steady in Q1 2026 at 62 shares worth $26.8K. The position accounts for 0.02% of the portfolio, ranked #244.

Cetera Trust Company first reported a position in INTU in Q4 2023 and has held it in 10 quarters since. The position peaked at $193K in Q2 2024. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Cetera Trust Company held 62 shares of Intuit worth $26.8K as of Q1 2026.
  • Cetera Trust Company left its Intuit share count unchanged in Q1 2026.
  • Intuit made up 0.02% of Cetera Trust Company's portfolio in Q1 2026, its #244 holding.
  • Cetera Trust Company first reported a position in Intuit in Q4 2023 and has held it in 10 quarters since.
  • Cetera Trust Company's Intuit position peaked at $193K in Q2 2024.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Cetera Trust Company's 13F filing for Q1 2026, filed 8 May 2026.