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Cumberland Partners’s Intuit INTU Stock Holding History

Cumberland Partners’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
Q1 		$1.3M Sell
3,000
-2,550
-46% -$1.22M 0.1% 109
2025
Q4 		$3.68M Sell
5,550
-2,415
-30% -$1.6M 0.23% 88
2025
Q3 		$5.44M Buy
+7,965
New +$5.74M 0.36% 60
2025
Q1 		– Sell
-1,000
Closed -$629K – 183
2024
Q4 		$629K Sell
1,000
-1,750
-64% -$1.12M 0.04% 142
2024
Q3 		$1.71M Hold
2,750
– – 0.12% 106
2024
Q2 		$1.81M Buy
2,750
+935
+52% +$580K 0.13% 99
2024
Q1 		$1.18M Sell
1,815
-400
-18% -$255K 0.09% 116
2023
Q4 		$1.37M Sell
2,215
-150
-6% -$82.7K 0.13% 108
2023
Q3 		$1.21M Buy
+2,365
New +$1.2M 0.12% 110
2023
Q1 		– Sell
-14,638
Closed -$5.7M – 178
2022
Q4 		$5.7M Sell
14,638
-17,512
-54% -$6.95M 0.6% 36
2022
Q3 		$12.5M Sell
32,150
-114
-0.4% -$49.2K 1.32% 24
2022
Q2 		$12.4M Buy
32,264
+772
+2% +$320K 1.19% 26
2022
Q1 		$15.1M Buy
31,492
+797
+3% +$408K 1.15% 27
2021
Q4 		$19.7M Buy
30,695
+58
+0.2% +$35.8K 1.39% 24
2021
Q3 		$16.5M Sell
30,637
-911
-3% -$491K 1.35% 24
2021
Q2 		$15.5M Sell
31,548
-1,244
-4% -$539K 1.21% 29
2021
Q1 		$12.6M Buy
32,792
+916
+3% +$353K 1.03% 30
2020
Q4 		$12.1M Buy
+31,876
New +$11.2M 1.09% 28

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

Cumberland Partners's INTU Position: Q1 2026 in Review

Cumberland Partners reduced its Intuit (INTU) stake by 46% in Q1 2026, selling an estimated $1.22M and leaving 3,000 shares worth $1.3M. The position accounts for 0.1% of the portfolio, ranked #109.

Cumberland Partners first reported a position in INTU in Q4 2020 and has held it in 18 quarters since. The position peaked at $19.7M in Q4 2021. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Cumberland Partners held 3,000 shares of Intuit worth $1.3M as of Q1 2026.
  • Cumberland Partners sold 2,550 Intuit shares in Q1 2026, an estimated $1.22M.
  • Intuit made up 0.1% of Cumberland Partners's portfolio in Q1 2026, its #109 holding.
  • Cumberland Partners first reported a position in Intuit in Q4 2020 and has held it in 18 quarters since.
  • Cumberland Partners's Intuit position peaked at $19.7M in Q4 2021.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Cumberland Partners's 13F filing for Q1 2026, filed 14 May 2026.