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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
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 $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

CM Wealth Advisors's INTU Position: Q1 2026 in Review

CM Wealth Advisors reduced its Intuit (INTU) stake by 8.3% in Q1 2026, selling an estimated $48.7K and leaving 1,124 shares worth $486K. The position accounts for 0.1% of the portfolio, ranked #78.

CM Wealth Advisors first reported a position in INTU in Q2 2023 and has held it in 4 quarters since. The position peaked at $812K in Q4 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • CM Wealth Advisors held 1,124 shares of Intuit worth $486K as of Q1 2026.
  • CM Wealth Advisors sold 102 Intuit shares in Q1 2026, an estimated $48.7K.
  • Intuit made up 0.1% of CM Wealth Advisors's portfolio in Q1 2026, its #78 holding.
  • CM Wealth Advisors first reported a position in Intuit in Q2 2023 and has held it in 4 quarters since.
  • CM Wealth Advisors's Intuit position peaked at $812K in Q4 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.