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
Q2 		$31.4M Sell
120,422
-5,304
-4% -$1.85M 0.04% 316
2026
Q1 		$54.1M Sell
125,726
-19,257
-13% -$9.19M 0.08% 226
2025
Q4 		$96.1M Buy
144,983
+9,694
+7% +$6.41M 0.13% 155
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 $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

Corient Private Wealth's INTU Position: Q2 2026 in Review

Corient Private Wealth reduced its Intuit (INTU) stake by 4.2% in Q2 2026, selling an estimated $1.85M and leaving 120,422 shares worth $31.4M. The position accounts for 0.04% of the portfolio, ranked #316.

Corient Private Wealth first reported a position in INTU in Q4 2022 and has held it in 15 quarters since. The position peaked at $104M in Q2 2025. 1,748 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Corient Private Wealth held 120,422 shares of Intuit worth $31.4M as of Q2 2026.
  • Corient Private Wealth sold 5,304 Intuit shares in Q2 2026, an estimated $1.85M.
  • Intuit made up 0.04% of Corient Private Wealth's portfolio in Q2 2026, its #316 holding.
  • Corient Private Wealth first reported a position in Intuit in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Intuit position peaked at $104M in Q2 2025.
  • 1,748 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.