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CVA Family Office’s Intuit INTU Stock Holding History

CVA Family Office’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 		$158K Sell
366
-264
-42% -$126K 0.02% 364
2025
Q4 		$417K Sell
630
-7
-1% -$4.63K 0.05% 191
2025
Q3 		$435K Buy
637
+1
+0.2% +$721 0.06% 189
2025
Q2 		$501K Buy
636
+21
+3% +$14.2K 0.07% 168
2025
Q1 		$378K Buy
615
+43
+8% +$25.8K 0.06% 192
2024
Q4 		$360K Buy
572
+41
+8% +$26.2K 0.06% 194
2024
Q3 		$330K Buy
531
+17
+3% +$10.9K 0.05% 190
2024
Q2 		$338K Buy
514
+8
+2% +$4.96K 0.06% 175
2024
Q1 		$329K Buy
506
+1
+0.2% +$638 0.06% 183
2023
Q4 		$316K Buy
505
+10
+2% +$5.52K 0.06% 182
2023
Q3 		$253K Buy
495
+37
+8% +$18.7K 0.06% 186
2023
Q2 		$210K Buy
458
+13
+3% +$5.69K 0.04% 214
2023
Q1 		$198K Buy
445
+52
+13% +$21.3K 0.04% 221
2022
Q4 		$153K Sell
393
-223
-36% -$88.5K 0.04% 242
2022
Q3 		$239K Buy
616
+270
+78% +$117K 0.06% 157
2022
Q2 		$133K Sell
346
-50
-13% -$20.7K 0.04% 203
2022
Q1 		$190K Buy
396
+30
+8% +$15.4K 0.05% 179
2021
Q4 		$235K Buy
366
+353
+2,715% +$218K 0.06% 158
2021
Q3 		$4K Sell
13
-343
-96% -$185K ﹤0.01% 330
2021
Q2 		$175K Buy
356
+158
+80% +$68.5K 0.05% 169
2021
Q1 		$76K Buy
198
+185
+1,423% +$71.2K 0.03% 219
2020
Q4 		$5K Hold
13
– – ﹤0.01% 326
2020
Q3 		$4K Hold
13
– – ﹤0.01% 330
2020
Q2 		$4K Hold
13
– – ﹤0.01% 296
2020
Q1 		$3K Buy
+13
New +$3.52K ﹤0.01% 287

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

CVA Family Office's INTU Position: Q1 2026 in Review

CVA Family Office reduced its Intuit (INTU) stake by 42% in Q1 2026, selling an estimated $126K and leaving 366 shares worth $158K. The position accounts for 0.02% of the portfolio, ranked #364.

CVA Family Office first reported a position in INTU in Q1 2020 and has held it in 25 quarters since. The position peaked at $501K in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • CVA Family Office held 366 shares of Intuit worth $158K as of Q1 2026.
  • CVA Family Office sold 264 Intuit shares in Q1 2026, an estimated $126K.
  • Intuit made up 0.02% of CVA Family Office's portfolio in Q1 2026, its #364 holding.
  • CVA Family Office first reported a position in Intuit in Q1 2020 and has held it in 25 quarters since.
  • CVA Family Office's Intuit position peaked at $501K in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.