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Cornerstone Financial Management’s Intuit INTU Stock Holding History

Cornerstone Financial Management’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 		$13.6K Buy
52
+32
+160% +$11.1K 0.01% 379
2026
Q1 		$8.65K Sell
20
-8
-29% -$3.82K 0.01% 344
2025
Q4 		$18.5K Buy
+28
New +$18.5K 0.02% 199

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

Cornerstone Financial Management's INTU Position: Q2 2026 in Review

Cornerstone Financial Management increased its Intuit (INTU) stake by 160% in Q2 2026, buying an estimated $11.1K and bringing the position to 52 shares worth $13.6K. The position accounts for 0.01% of the portfolio, ranked #379.

Cornerstone Financial Management first reported a position in INTU in Q4 2025 and has held it in 3 quarters since. The position peaked at $18.5K in Q4 2025. 1,743 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Cornerstone Financial Management held 52 shares of Intuit worth $13.6K as of Q2 2026.
  • Cornerstone Financial Management bought 32 Intuit shares in Q2 2026, an estimated $11.1K.
  • Intuit made up 0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #379 holding.
  • Cornerstone Financial Management first reported a position in Intuit in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Management's Intuit position peaked at $18.5K in Q4 2025.
  • 1,743 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.