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Cornerstone Wealth Management’s Intuit INTU Stock Holding History

Cornerstone Wealth 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
2025
Q3 		– Sell
-282
Closed -$222K – 690
2025
Q2 		$222K Buy
+282
New +$191K 0.01% 588
2024
Q3 		– Sell
-323
Closed -$212K – 577
2024
Q2 		$212K Sell
323
-27
-8% -$16.7K 0.02% 513
2024
Q1 		$228K Sell
350
-9
-3% -$5.75K 0.02% 494
2023
Q4 		$224K Sell
359
-669
-65% -$369K 0.02% 479
2023
Q3 		$525K Buy
+1,028
New +$520K 0.05% 294
2018
Q3 		– Sell
-73,137
Closed -$356K – 1406
2018
Q2 		$356K Buy
+73,137
New +$14M ﹤0.01% 1122

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cornerstone Wealth Management's INTU Position: Q3 2025 in Review

Cornerstone Wealth Management sold out of Intuit (INTU) in Q3 2025, closing a stake of 282 shares — an estimated $222K sold.

Cornerstone Wealth Management first reported a position in INTU in Q2 2018 and held it in 6 quarters. The position peaked at $525K in Q3 2023. 2,192 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

  • Cornerstone Wealth Management reported no remaining Intuit position as of Q3 2025 after selling out during the quarter.
  • Cornerstone Wealth Management sold 282 Intuit shares in Q3 2025, an estimated $222K.
  • Cornerstone Wealth Management first reported a position in Intuit in Q2 2018 and held it in 6 quarters.
  • Cornerstone Wealth Management's Intuit position peaked at $525K in Q3 2023.
  • 2,192 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

Based on Cornerstone Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.