Cresset Asset Management’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$21.9M Buy
50,699
+35,203
+227% +$16.8M 0.09% 144
2025
Q4
$10.3M Buy
15,496
+226
+1% +$149K 0.04% 251
2025
Q3
$10.4M Sell
15,270
-38
-0.2% -$27.4K 0.05% 239
2025
Q2
$12.1M Sell
15,308
-14,509
-49% -$9.82M 0.06% 190
2025
Q1
$18.3M Sell
29,817
-616
-2% -$370K 0.09% 143
2024
Q4
$19.1M Sell
30,433
-39,094
-56% -$25M 0.09% 141
2024
Q3
$43.2M Buy
69,527
+10,722
+18% +$6.84M 0.17% 88
2024
Q2
$38.6M Buy
58,805
+417
+0.7% +$259K 0.16% 91
2024
Q1
$38M Buy
58,388
+15,188
+35% +$9.69M 0.18% 81
2023
Q4
$27M Sell
43,200
-867
-2% -$478K 0.16% 94
2023
Q3
$22.5M Sell
44,067
-438
-1% -$222K 0.09% 119
2023
Q2
$20.4M Buy
44,505
+27,438
+161% +$12M 0.03% 179
2023
Q1
$7.61M Buy
17,067
+1,182
+7% +$485K 0.15% 98
2022
Q4
$803K Sell
15,885
-1,340
-8% -$532K 0.01% 347
2022
Q3
$6.67M Buy
17,225
+1,007
+6% +$435K 0.08% 100
2022
Q2
$6.24M Buy
16,218
+11,771
+265% +$4.87M 0.08% 105
2022
Q1
$2.14M Sell
4,447
-1,176
-21% -$602K 0.02% 236
2021
Q4
$3.62M Sell
5,623
-3,612
-39% -$2.23M 0.03% 193
2021
Q3
$4.98M Buy
9,235
+645
+8% +$348K 0.07% 114
2021
Q2
$4.21M Buy
8,590
+836
+11% +$362K 0.06% 124
2021
Q1
$2.97M Buy
7,754
+1,077
+16% +$415K 0.05% 138
2020
Q4
$2.54M Sell
6,677
-66
-1% -$23.2K 0.04% 129
2020
Q3
$2.2M Buy
6,743
+134
+2% +$41.9K 0.04% 152
2020
Q2
$1.96M Buy
6,609
+39
+0.6% +$10.7K 0.04% 151
2020
Q1
$1.51M Buy
6,570
+932
+17% +$252K 0.05% 134
2019
Q4
$1.48M Buy
5,638
+4,346
+336% +$1.14M 0.04% 162
2019
Q3
$344K Buy
1,292
+143
+12% +$39.3K 0.01% 347
2019
Q2
$300K Buy
1,149
+31
+3% +$7.88K 0.01% 343
2019
Q1
$292K Buy
1,118
+303
+37% +$70K 0.01% 278
2018
Q4
$160K Buy
+815
New +$170K 0.01% 249

Other funds holding INTU

Cresset Asset Management's INTU Position: Q1 2026 in Review

Cresset Asset Management increased its Intuit (INTU) stake by 227% in Q1 2026, buying an estimated $16.8M and bringing the position to 50,699 shares worth $21.9M. The position accounts for 0.09% of the portfolio, ranked #144.

Cresset Asset Management first reported a position in INTU in Q4 2018 and has held it in 30 quarters since. The position peaked at $43.2M in Q3 2024. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Cresset Asset Management held 50,699 shares of Intuit worth $21.9M as of Q1 2026.
  • Cresset Asset Management bought 35,203 Intuit shares in Q1 2026, an estimated $16.8M.
  • Intuit made up 0.09% of Cresset Asset Management's portfolio in Q1 2026, its #144 holding.
  • Cresset Asset Management first reported a position in Intuit in Q4 2018 and has held it in 30 quarters since.
  • Cresset Asset Management's Intuit position peaked at $43.2M in Q3 2024.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.