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Cottonwood Capital Advisors’s Intuit INTU Stock Holding History

Cottonwood Capital Advisors’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
-427
Closed -$336K – 108
2025
Q2 		$336K Sell
427
-5
-1% -$3.38K 0.23% 87
2025
Q1 		$265K Sell
432
-54
-11% -$32.4K 0.2% 93
2024
Q4 		$305K Buy
486
+115
+31% +$73.5K 0.22% 93
2024
Q3 		$230K Sell
371
-7
-2% -$4.47K 0.17% 106
2024
Q2 		$246K Sell
378
-17
-4% -$10.5K 0.19% 98
2024
Q1 		$242K Sell
395
-41
-9% -$26.2K 0.19% 103
2023
Q4 		$273K Buy
+436
New +$240K 0.22% 95
2022
Q1 		– Sell
-374
Closed -$241K – 108
2021
Q4 		$241K Buy
+374
New +$231K 0.19% 86

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

Cottonwood Capital Advisors's INTU Position: Q3 2025 in Review

Cottonwood Capital Advisors sold out of Intuit (INTU) in Q3 2025, closing a stake of 427 shares — an estimated $336K sold.

Cottonwood Capital Advisors first reported a position in INTU in Q4 2021 and held it in 8 quarters. The position peaked at $336K in Q2 2025. 2,193 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

  • Cottonwood Capital Advisors reported no remaining Intuit position as of Q3 2025 after selling out during the quarter.
  • Cottonwood Capital Advisors sold 427 Intuit shares in Q3 2025, an estimated $336K.
  • Cottonwood Capital Advisors first reported a position in Intuit in Q4 2021 and held it in 8 quarters.
  • Cottonwood Capital Advisors's Intuit position peaked at $336K in Q2 2025.
  • 2,193 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

Based on Cottonwood Capital Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.