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Cohen Investment Advisors’s Intuit INTU Stock Holding History

Cohen Investment 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
7,452
+215
+3% +$74.9K 0.87% 39
2026
Q1 		$3.13M Buy
7,237
+210
+3% +$100K 1.49% 33
2025
Q4 		$4.65M Buy
7,027
+88
+1% +$58.2K 2.14% 16
2025
Q3 		$4.74M Buy
6,939
+185
+3% +$133K 2.3% 13
2025
Q2 		$5.32M Buy
6,754
+112
+2% +$75.8K 2.78% 9
2025
Q1 		$4.08M Buy
6,642
+773
+13% +$464K 2.37% 11
2024
Q4 		$3.69M Buy
5,869
+79
+1% +$50.5K 2.22% 14
2024
Q3 		$3.6M Sell
5,790
-481
-8% -$307K 2.2% 13
2024
Q2 		$3.2M Buy
6,271
+26
+0.4% +$16.1K 2.58% 8
2024
Q1 		$4.06M Buy
6,245
+621
+11% +$396K 2.63% 7
2023
Q4 		$3.52M Sell
5,624
-647
-10% -$357K 2.59% 8
2023
Q3 		$3.2M Buy
6,271
+469
+8% +$237K 2.58% 8
2023
Q2 		$2.66M Sell
5,802
-448
-7% -$196K 2.14% 14
2023
Q1 		$2.79M Sell
6,250
-96
-2% -$39.4K 2.2% 15
2022
Q4 		$2.47M Buy
6,346
+39
+0.6% +$15.5K 2.06% 21
2022
Q3 		$2.44M Sell
6,307
-38
-0.6% -$16.4K 2.24% 12
2022
Q2 		$2.44M Buy
6,345
+97
+2% +$40.2K 2.09% 16
2022
Q1 		$3M Sell
6,248
-54
-0.9% -$27.7K 2.23% 11
2021
Q4 		$4.05M Sell
6,302
-99
-2% -$61.1K 2.89% 5
2021
Q3 		$3.45M Sell
6,401
-30
-0.5% -$16.2K 2.65% 5
2021
Q2 		$3.15M Sell
6,431
-305
-5% -$132K 2.45% 10
2021
Q1 		$2.46M Buy
6,736
+384
+6% +$148K 2% 21
2020
Q4 		$2.41M Buy
+6,352
New +$2.23M 2.18% 17

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 $3.37T AUM 44.26% 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

Cohen Investment Advisors's INTU Position: Q2 2026 in Review

Cohen Investment Advisors increased its Intuit (INTU) stake by 3% in Q2 2026, buying an estimated $74.9K and bringing the position to 7,452 shares worth $1.94M. The position accounts for 0.87% of the portfolio, ranked #39.

Cohen Investment Advisors first reported a position in INTU in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.32M in Q2 2025. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Cohen Investment Advisors held 7,452 shares of Intuit worth $1.94M as of Q2 2026.
  • Cohen Investment Advisors bought 215 Intuit shares in Q2 2026, an estimated $74.9K.
  • Intuit made up 0.87% of Cohen Investment Advisors's portfolio in Q2 2026, its #39 holding.
  • Cohen Investment Advisors first reported a position in Intuit in Q4 2020 and has held it in 23 quarters since.
  • Cohen Investment Advisors's Intuit position peaked at $5.32M in Q2 2025.
  • 1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Cohen Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.