Coastal Bridge Advisors’s Intuit INTU Stock Holding History

Coastal Bridge 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	$1.94M	Buy	7,422 +528	+8%	+$184K	0.12%	170
2026 Q1	$2.98M	Buy	6,894 +2,002	+41%	+$955K	0.21%	108
2025 Q4	$3.24M	Buy	4,892 +3,568	+269%	+$2.36M	0.24%	100
2025 Q3	$904K	Sell	1,324 -16	-1%	-$11.5K	0.07%	220
2025 Q2	$1.06M	Buy	1,340 +45	+3%	+$30.5K	0.09%	207
2025 Q1	$795K	Buy	+1,295	New	+$778K	0.07%	220
2019 Q1	–	Sell	-1,489	Closed	-$293K	–	137
2018 Q4	$293K	Sell	1,489 -123	-8%	-$25.6K	0.12%	92
2018 Q3	$367K	Hold	1,612	–	–	0.14%	85
2018 Q2	$329K	Hold	1,612	–	–	0.13%	87
2018 Q1	$279K	Hold	1,612	–	–	0.1%	97
2017 Q4	$256K	Hold	1,612	–	–	0.08%	99
2017 Q3	$229K	Hold	1,612	–	–	0.08%	98
2017 Q2	$214K	Buy	+1,612	New	+$209K	0.07%	95

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Coastal Bridge Advisors's INTU Position: Q2 2026 in Review

Coastal Bridge Advisors increased its Intuit (INTU) stake by 7.7% in Q2 2026, buying an estimated $184K and bringing the position to 7,422 shares worth $1.94M. The position accounts for 0.12% of the portfolio, ranked #170.

Coastal Bridge Advisors first reported a position in INTU in Q2 2017 and has held it in 13 quarters since. The position peaked at $3.24M in Q4 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Coastal Bridge Advisors held 7,422 shares of Intuit worth $1.94M as of Q2 2026.
Coastal Bridge Advisors bought 528 Intuit shares in Q2 2026, an estimated $184K.
Intuit made up 0.12% of Coastal Bridge Advisors's portfolio in Q2 2026, its #170 holding.
Coastal Bridge Advisors first reported a position in Intuit in Q2 2017 and has held it in 13 quarters since.
Coastal Bridge Advisors's Intuit position peaked at $3.24M in Q4 2025.
1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.