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Crestwood Advisors Group’s Intuit INTU Stock Holding History

Crestwood Advisors Group’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
2026
Q2 		$4.45M Sell
17,055
-22,493
-57% -$7.84M 0.07% 161
2026
Q1 		$17.1M Buy
39,548
+35,908
+986% +$17.1M 0.29% 73
2025
Q4 		$2.41M Buy
3,640
+526
+17% +$348K 0.04% 200
2025
Q3 		$2.13M Buy
3,114
+167
+6% +$120K 0.04% 211
2025
Q2 		$2.32M Buy
2,947
+367
+14% +$248K 0.04% 190
2025
Q1 		$1.58M Buy
2,580
+537
+26% +$322K 0.03% 219
2024
Q4 		$1.28M Buy
2,043
+380
+23% +$243K 0.02% 225
2024
Q3 		$1.03M Buy
1,663
+90
+6% +$57.4K 0.02% 231
2024
Q2 		$1.03M Sell
1,573
-94
-6% -$58.3K 0.02% 215
2024
Q1 		$1.08M Sell
1,667
-234
-12% -$149K 0.02% 212
2023
Q4 		$1.19M Buy
1,901
+43
+2% +$23.7K 0.03% 200
2023
Q3 		$949K Buy
1,858
+206
+12% +$104K 0.02% 201
2023
Q2 		$757K Buy
1,652
+310
+23% +$136K 0.02% 157
2023
Q1 		$598K Sell
1,342
-73
-5% -$30K 0.02% 175
2022
Q4 		$551K Buy
1,415
+70
+5% +$27.8K 0.02% 180
2022
Q3 		$521K Sell
1,345
-3
-0.2% -$1.3K 0.02% 189
2022
Q2 		$520K Sell
1,348
-158
-10% -$65.4K 0.02% 190
2022
Q1 		$724K Sell
1,506
-472
-24% -$242K 0.02% 182
2021
Q4 		$1.27M Sell
1,978
-112
-5% -$69.1K 0.03% 151
2021
Q3 		$1.13M Sell
2,090
-9
-0.4% -$4.85K 0.03% 147
2021
Q2 		$1.03M Buy
+2,099
New +$910K 0.03% 152

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 $3.37T AUM 44.26% 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

Crestwood Advisors Group's INTU Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Intuit (INTU) stake by 57% in Q2 2026, selling an estimated $7.84M and leaving 17,055 shares worth $4.45M. The position accounts for 0.07% of the portfolio, ranked #161.

Crestwood Advisors Group first reported a position in INTU in Q2 2021 and has held it in 21 quarters since. The position peaked at $17.1M in Q1 2026. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Crestwood Advisors Group held 17,055 shares of Intuit worth $4.45M as of Q2 2026.
  • Crestwood Advisors Group sold 22,493 Intuit shares in Q2 2026, an estimated $7.84M.
  • Intuit made up 0.07% of Crestwood Advisors Group's portfolio in Q2 2026, its #161 holding.
  • Crestwood Advisors Group first reported a position in Intuit in Q2 2021 and has held it in 21 quarters since.
  • Crestwood Advisors Group's Intuit position peaked at $17.1M in Q1 2026.
  • 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.