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Cornerstone Wealth Group’s Intuit INTU Stock Holding History

Cornerstone Wealth 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
Q1 		$3.63M Buy
8,954
+1,311
+17% +$625K 0.23% 106
2025
Q4 		$5.06M Buy
7,643
+6,689
+701% +$4.42M 0.35% 87
2025
Q3 		$651K Sell
954
-80
-8% -$57.7K 0.04% 175
2025
Q2 		$814K Buy
1,034
+188
+22% +$127K 0.06% 149
2025
Q1 		$520K Buy
846
+180
+27% +$108K 0.04% 176
2024
Q4 		$419K Sell
666
-20
-3% -$12.8K 0.03% 177
2024
Q3 		$426K Buy
686
+18
+3% +$11.5K 0.04% 178
2024
Q2 		$439K Buy
668
+235
+54% +$146K 0.04% 170
2024
Q1 		$281K Buy
+433
New +$276K 0.03% 197

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

Cornerstone Wealth Group's INTU Position: Q1 2026 in Review

Cornerstone Wealth Group increased its Intuit (INTU) stake by 17% in Q1 2026, buying an estimated $625K and bringing the position to 8,954 shares worth $3.63M. The position accounts for 0.23% of the portfolio, ranked #106.

Cornerstone Wealth Group first reported a position in INTU in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.06M in Q4 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Cornerstone Wealth Group held 8,954 shares of Intuit worth $3.63M as of Q1 2026.
  • Cornerstone Wealth Group bought 1,311 Intuit shares in Q1 2026, an estimated $625K.
  • Intuit made up 0.23% of Cornerstone Wealth Group's portfolio in Q1 2026, its #106 holding.
  • Cornerstone Wealth Group first reported a position in Intuit in Q1 2024 and has held it in 9 quarters since.
  • Cornerstone Wealth Group's Intuit position peaked at $5.06M in Q4 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.