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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
Q2 		$340K Sell
1,303
-7,651
-85% -$2.67M 0.02% 320
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 $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 Wealth Group's INTU Position: Q2 2026 in Review

Cornerstone Wealth Group reduced its Intuit (INTU) stake by 85% in Q2 2026, selling an estimated $2.67M and leaving 1,303 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #320.

Cornerstone Wealth Group first reported a position in INTU in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.06M in Q4 2025. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Cornerstone Wealth Group held 1,303 shares of Intuit worth $340K as of Q2 2026.
  • Cornerstone Wealth Group sold 7,651 Intuit shares in Q2 2026, an estimated $2.67M.
  • Intuit made up 0.02% of Cornerstone Wealth Group's portfolio in Q2 2026, its #320 holding.
  • Cornerstone Wealth Group first reported a position in Intuit in Q1 2024 and has held it in 10 quarters since.
  • Cornerstone Wealth Group's Intuit position peaked at $5.06M in Q4 2025.
  • 1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.