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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
Q2 		– Sell
-3,000
Closed -$1.3M – 162
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 $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

Cumberland Partners's INTU Position: Q2 2026 in Review

Cumberland Partners sold out of Intuit (INTU) in Q2 2026, closing a stake of 3,000 shares — an estimated $1.3M sold.

Cumberland Partners first reported a position in INTU in Q4 2020 and held it in 18 quarters. The position peaked at $19.7M in Q4 2021. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Cumberland Partners reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Cumberland Partners sold 3,000 Intuit shares in Q2 2026, an estimated $1.3M.
  • Cumberland Partners first reported a position in Intuit in Q4 2020 and held it in 18 quarters.
  • Cumberland Partners's Intuit position peaked at $19.7M in Q4 2021.
  • 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Cumberland Partners's 13F filing for Q2 2026, filed 6 Aug 2026.