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Cresset Asset Management’s Intuit INTU Stock Holding History

Cresset Asset 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
2023
Q3 		– Sell
-30,000
Closed -$13.7M – 1890
2023
Q2 		$13.7M Buy
+30,000
New +$13.1M 0.02% 217

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 $3.38T AUM 44.17% 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

Cresset Asset Management's INTU Position: Q2 2026 in Review

Cresset Asset Management increased its Intuit (INTU) stake by 2.3% in Q2 2026, buying an estimated $400K and bringing the position to 51,848 shares worth $13.5M. The position accounts for 0.05% of the portfolio, ranked #227.

Cresset Asset Management first reported a position in INTU in Q4 2018 and has held it in 31 quarters since. The position peaked at $43.2M in Q3 2024. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Cresset Asset Management held 51,848 shares of Intuit worth $13.5M as of Q2 2026.
  • Cresset Asset Management bought 1,149 Intuit shares in Q2 2026, an estimated $400K.
  • Intuit made up 0.05% of Cresset Asset Management's portfolio in Q2 2026, its #227 holding.
  • Cresset Asset Management first reported a position in Intuit in Q4 2018 and has held it in 31 quarters since.
  • Cresset Asset Management's Intuit position peaked at $43.2M in Q3 2024.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.