Corient Private Wealth
INTU icon

Corient Private Wealth’s Intuit INTU Stock Holding History

Corient Private Wealth’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 		$54.1M Sell
125,726
-219,275
-64% -$105M 0.08% 226
2025
Q4 		$189M Buy
345,001
+209,712
+155% +$139M 0.13% 161
2025
Q3 		$92.4M Buy
135,289
+3,510
+3% +$2.53M 0.15% 149
2025
Q2 		$104M Buy
131,779
+6,035
+5% +$4.08M 0.14% 148
2025
Q1 		$77.2M Buy
125,744
+182
+0.1% +$109K 0.13% 170
2024
Q4 		$78.7M Sell
125,562
-9,074
-7% -$5.8M 0.13% 163
2024
Q3 		$83.6M Buy
134,636
+6,622
+5% +$4.23M 0.13% 160
2024
Q2 		$84.1M Buy
128,014
+1,165
+0.9% +$723K 0.15% 149
2024
Q1 		$82.5M Buy
126,849
+2,100
+2% +$1.34M 0.15% 155
2023
Q4 		$78M Buy
124,749
+1,801
+1% +$993K 0.14% 157
2023
Q3 		$62.8M Sell
122,948
-184
-0.1% -$93.1K 0.14% 160
2023
Q2 		$56.4M Buy
123,132
+136
+0.1% +$59.6K 0.13% 164
2023
Q1 		$54.8M Buy
122,996
+63,616
+107% +$26.1M 0.15% 152
2022
Q4 		$23.1M Buy
+59,380
New +$23.6M 0.08% 249

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

Corient Private Wealth's INTU Position: Q1 2026 in Review

Corient Private Wealth reduced its Intuit (INTU) stake by 64% in Q1 2026, selling an estimated $105M and leaving 125,726 shares worth $54.1M. The position accounts for 0.08% of the portfolio, ranked #226.

Corient Private Wealth first reported a position in INTU in Q4 2022 and has held it in 14 quarters since. The position peaked at $189M in Q4 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Corient Private Wealth held 125,726 shares of Intuit worth $54.1M as of Q1 2026.
  • Corient Private Wealth sold 219,275 Intuit shares in Q1 2026, an estimated $105M.
  • Intuit made up 0.08% of Corient Private Wealth's portfolio in Q1 2026, its #226 holding.
  • Corient Private Wealth first reported a position in Intuit in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Intuit position peaked at $189M in Q4 2025.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.