Cidel Asset Management’s Intuit INTU Stock Holding History

Cidel Asset Management’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	$245K	Buy	940 +264	+39%	+$92K	0.01%	407
2026 Q1	$292K	Buy	676 +228	+51%	+$109K	0.02%	324
2025 Q4	$297K	Buy	448 +22	+5%	+$14.5K	0.02%	275
2025 Q3	$291K	Hold	426	–	–	0.02%	275
2025 Q2	$336K	Hold	426	–	–	0.02%	251
2025 Q1	$262K	Buy	426 +36	+9%	+$21.6K	0.02%	273
2024 Q4	$245K	Buy	390 +34	+10%	+$21.7K	0.02%	283
2024 Q3	$221K	Hold	356	–	–	0.02%	314
2024 Q2	$234K	Hold	356	–	–	0.02%	280
2024 Q1	$231K	Sell	356 -22	-6%	-$14K	0.02%	292
2023 Q4	$236K	Buy	+378	New	+$209K	0.01%	285

Other funds holding INTU

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

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Cidel Asset Management's INTU Position: Q2 2026 in Review

Cidel Asset Management increased its Intuit (INTU) stake by 39% in Q2 2026, buying an estimated $92K and bringing the position to 940 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #407.

Cidel Asset Management first reported a position in INTU in Q4 2023 and has held it in 11 quarters since. The position peaked at $336K in Q2 2025. 653 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Cidel Asset Management held 940 shares of Intuit worth $245K as of Q2 2026.
Cidel Asset Management bought 264 Intuit shares in Q2 2026, an estimated $92K.
Intuit made up 0.01% of Cidel Asset Management's portfolio in Q2 2026, its #407 holding.
Cidel Asset Management first reported a position in Intuit in Q4 2023 and has held it in 11 quarters since.
Cidel Asset Management's Intuit position peaked at $336K in Q2 2025.
653 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Cidel Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.