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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
Q2 		$10.4K Sell
40
-22
-35% -$7.66K 0.01% 296
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Trust Company's INTU Position: Q2 2026 in Review

Cetera Trust Company reduced its Intuit (INTU) stake by 35% in Q2 2026, selling an estimated $7.66K and leaving 40 shares worth $10.4K. The position accounts for 0.01% of the portfolio, ranked #296.

Cetera Trust Company first reported a position in INTU in Q4 2023 and has held it in 11 quarters since. The position peaked at $193K in Q2 2024. 1,748 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Cetera Trust Company held 40 shares of Intuit worth $10.4K as of Q2 2026.
  • Cetera Trust Company sold 22 Intuit shares in Q2 2026, an estimated $7.66K.
  • Intuit made up 0.01% of Cetera Trust Company's portfolio in Q2 2026, its #296 holding.
  • Cetera Trust Company first reported a position in Intuit in Q4 2023 and has held it in 11 quarters since.
  • Cetera Trust Company's Intuit position peaked at $193K in Q2 2024.
  • 1,748 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.