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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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.