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CSM Advisors’s Intuit INTU Stock Holding History

CSM 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
2026
Q2 		$20M Buy
+76,538
New +$26.7M 0.43% 57
2026
Q1 		– Sell
-3,389
Closed -$2.24M – 427
2025
Q4 		$2.24M Buy
3,389
+607
+22% +$401K 0.06% 266
2025
Q3 		$1.9M Buy
2,782
+2,492
+859% +$1.8M 0.05% 300
2025
Q2 		$230K Buy
+290
New +$196K 0.01% 371

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

CSM Advisors's INTU Position: Q2 2026 in Review

CSM Advisors opened a new position in Intuit (INTU) in Q2 2026: 76,538 shares worth $20M. The stake represents 0.43% of the portfolio and ranks #57 among its holdings. This is a return to the name: CSM Advisors previously reported a position in INTU as recently as Q4 2025.

CSM Advisors first reported a position in INTU in Q2 2025 and has held it in 4 quarters since. 1,737 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • CSM Advisors held 76,538 shares of Intuit worth $20M as of Q2 2026.
  • Intuit was a new CSM Advisors position in Q2 2026.
  • Intuit made up 0.43% of CSM Advisors's portfolio in Q2 2026, its #57 holding.
  • CSM Advisors first reported a position in Intuit in Q2 2025 and has held it in 4 quarters since.
  • 1,737 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.