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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
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% -$9.91K 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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cooper Financial Group's INTU Position: Q2 2026 in Review

Cooper Financial Group increased its Intuit (INTU) stake by 78% in Q2 2026, buying an estimated $627K and bringing the position to 4,093 shares worth $1.07M. The position accounts for 0.09% of the portfolio, ranked #164.

Cooper Financial Group first reported a position in INTU in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.39M in Q2 2025. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Cooper Financial Group held 4,093 shares of Intuit worth $1.07M as of Q2 2026.
  • Cooper Financial Group bought 1,800 Intuit shares in Q2 2026, an estimated $627K.
  • Intuit made up 0.09% of Cooper Financial Group's portfolio in Q2 2026, its #164 holding.
  • Cooper Financial Group first reported a position in Intuit in Q4 2020 and has held it in 21 quarters since.
  • Cooper Financial Group's Intuit position peaked at $1.39M in Q2 2025.
  • 625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.