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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
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 $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

Cohen Investment Advisors's INTU Position: Q1 2026 in Review

Cohen Investment Advisors increased its Intuit (INTU) stake by 3% in Q1 2026, buying an estimated $100K and bringing the position to 7,237 shares worth $3.13M. The position accounts for 1.49% of the portfolio, ranked #33.

Cohen Investment Advisors first reported a position in INTU in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.32M in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Cohen Investment Advisors held 7,237 shares of Intuit worth $3.13M as of Q1 2026.
  • Cohen Investment Advisors bought 210 Intuit shares in Q1 2026, an estimated $100K.
  • Intuit made up 1.49% of Cohen Investment Advisors's portfolio in Q1 2026, its #33 holding.
  • Cohen Investment Advisors first reported a position in Intuit in Q4 2020 and has held it in 22 quarters since.
  • Cohen Investment Advisors's Intuit position peaked at $5.32M in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Cohen Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.