Cooper Financial Group
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Cooper Financial Group’s Intuit INTU Stock Holding History

Cooper Financial Group’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
Q3 		$805K Sell
2,920
-1,173
-29% -$369K 0.06% 193
2026
Q2 		$1.07M Buy
4,093
+1,800
+78% +$627K 0.09% 164
2026
Q1 		$991K Buy
2,293
+288
+14% +$137K 0.1% 164
2025
Q4 		$1.33M Sell
2,005
-15
-0.7% -$9.9K 0.14% 116
2025
Q3 		$1.38M Buy
2,020
+259
+15% +$187K 0.15% 104
2025
Q2 		$1.39M Sell
1,761
-264
-13% -$179K 0.16% 109
2025
Q1 		$1.24M Buy
2,025
+33
+2% +$19.8K 0.16% 116
2024
Q4 		$1.25M Buy
1,992
+172
+9% +$110K 0.15% 113
2024
Q3 		$1.13M Sell
1,820
-32
-2% -$20.4K 0.15% 123
2024
Q2 		$1.22M Buy
1,852
+115
+7% +$71.3K 0.18% 98
2024
Q1 		$1.13M Buy
1,737
+155
+10% +$98.9K 0.19% 107
2023
Q4 		$989K Buy
1,582
+481
+44% +$265K 0.18% 111
2023
Q3 		$563K Buy
1,101
+5
+0.5% +$2.53K 0.14% 175
2023
Q2 		$502K Buy
1,096
+131
+14% +$57.4K 0.12% 187
2023
Q1 		$430K Buy
965
+117
+14% +$48K 0.12% 194
2022
Q4 		$330K Buy
848
+211
+33% +$83.7K 0.1% 205
2022
Q3 		$247K Buy
637
+44
+7% +$19K 0.09% 212
2022
Q2 		$229K Buy
593
+82
+16% +$34K 0.08% 217
2022
Q1 		$246K Buy
511
+24
+5% +$12.3K 0.09% 205
2021
Q4 		$313K Buy
487
+65
+15% +$40.1K 0.12% 166
2021
Q3 		$228K Buy
+422
New +$227K 0.05% 223
2021
Q1 		– Sell
-532
Closed -$202K – 277
2020
Q4 		$202K Buy
+532
New +$187K 0.04% 281

Other funds holding INTU

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Cooper Financial Group's INTU Position: Q3 2026 in Review

Cooper Financial Group reduced its Intuit (INTU) stake by 29% in Q3 2026, selling an estimated $369K and leaving 2,920 shares worth $805K. The position accounts for 0.06% of the portfolio, ranked #193.

Cooper Financial Group first reported a position in INTU in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.39M in Q2 2025. 922 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Cooper Financial Group held 2,920 shares of Intuit worth $805K as of Q3 2026.
  • Cooper Financial Group sold 1,173 Intuit shares in Q3 2026, an estimated $369K.
  • Intuit made up 0.06% of Cooper Financial Group's portfolio in Q3 2026, its #193 holding.
  • Cooper Financial Group first reported a position in Intuit in Q4 2020 and has held it in 22 quarters since.
  • Cooper Financial Group's Intuit position peaked at $1.39M in Q2 2025.
  • 922 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.