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CM Wealth Advisors’s Intuit INTU Stock Holding History

CM Wealth Advisors’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 		$298K Buy
1,141
+17
+2% +$5.92K 0.05% 146
2026
Q1 		$486K Sell
1,124
-102
-8% -$48.7K 0.1% 78
2025
Q4 		$812K Buy
+1,226
New +$810K 0.18% 54
2024
Q2 		– Sell
-1,136
Closed -$728K – 122
2024
Q1 		$728K Buy
+1,136
New +$725K 0.21% 53
2023
Q3 		– Sell
-1,328
Closed -$680K – 121
2023
Q2 		$680K Buy
+1,328
New +$582K 0.22% 51

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 $3.38T AUM 44.17% 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

CM Wealth Advisors's INTU Position: Q2 2026 in Review

CM Wealth Advisors increased its Intuit (INTU) stake by 1.5% in Q2 2026, buying an estimated $5.92K and bringing the position to 1,141 shares worth $298K. The position accounts for 0.05% of the portfolio, ranked #146.

CM Wealth Advisors first reported a position in INTU in Q2 2023 and has held it in 5 quarters since. The position peaked at $812K in Q4 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • CM Wealth Advisors held 1,141 shares of Intuit worth $298K as of Q2 2026.
  • CM Wealth Advisors bought 17 Intuit shares in Q2 2026, an estimated $5.92K.
  • Intuit made up 0.05% of CM Wealth Advisors's portfolio in Q2 2026, its #146 holding.
  • CM Wealth Advisors first reported a position in Intuit in Q2 2023 and has held it in 5 quarters since.
  • CM Wealth Advisors's Intuit position peaked at $812K in Q4 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.