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Cobblestone Capital Advisors’s Intuit INTU Stock Holding History

Cobblestone Capital 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
2025
Q3 		$437K Sell
640
-135
-17% -$97.3K 0.02% 213
2025
Q2 		$610K Buy
775
+4
+0.5% +$2.71K 0.03% 176
2025
Q1 		$473K Buy
+771
New +$463K 0.03% 197

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cobblestone Capital Advisors's INTU Position: Q3 2025 in Review

Cobblestone Capital Advisors reduced its Intuit (INTU) stake by 17% in Q3 2025, selling an estimated $97.3K and leaving 640 shares worth $437K. The position accounts for 0.02% of the portfolio, ranked #213.

Cobblestone Capital Advisors first reported a position in INTU in Q1 2025 and has held it in 3 quarters since. The position peaked at $610K in Q2 2025. 2,192 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

  • Cobblestone Capital Advisors held 640 shares of Intuit worth $437K as of Q3 2025.
  • Cobblestone Capital Advisors sold 135 Intuit shares in Q3 2025, an estimated $97.3K.
  • Intuit made up 0.02% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #213 holding.
  • Cobblestone Capital Advisors first reported a position in Intuit in Q1 2025 and has held it in 3 quarters since.
  • Cobblestone Capital Advisors's Intuit position peaked at $610K in Q2 2025.
  • 2,192 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.