CFS Investment Advisory Services’s Intuit INTU Stock Holding History

CFS Investment Advisory Services’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	$218K	Buy	+793	New	+$276K	0.01%	345
2026 Q1	–	Sell	-343	Closed	-$227K	–	358
2025 Q4	$227K	Sell	343 -2	-0.6%	-$1.32K	0.02%	317
2025 Q3	$236K	Buy	345 +21	+6%	+$15.1K	0.02%	316
2025 Q2	$255K	Buy	+324	New	+$219K	0.02%	290

Other funds holding INTU

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

CFS Investment Advisory Services's INTU Position: Q2 2026 in Review

CFS Investment Advisory Services opened a new position in Intuit (INTU) in Q2 2026: 793 shares worth $218K. The stake represents 0.01% of the portfolio and ranks #345 among its holdings. This is a return to the name: CFS Investment Advisory Services previously reported a position in INTU as recently as Q4 2025.

CFS Investment Advisory Services first reported a position in INTU in Q2 2025 and has held it in 4 quarters since. The position peaked at $255K in Q2 2025. 570 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

CFS Investment Advisory Services held 793 shares of Intuit worth $218K as of Q2 2026.
Intuit was a new CFS Investment Advisory Services position in Q2 2026.
Intuit made up 0.01% of CFS Investment Advisory Services's portfolio in Q2 2026, its #345 holding.
CFS Investment Advisory Services first reported a position in Intuit in Q2 2025 and has held it in 4 quarters since.
CFS Investment Advisory Services's Intuit position peaked at $255K in Q2 2025.
570 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.