CFO
INTU icon

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
Q2 		$55.3K Sell
212
-154
-42% -$53.6K 0.01% 586
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 $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 $3.38T AUM 44.17% 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

CVA Family Office's INTU Position: Q2 2026 in Review

CVA Family Office reduced its Intuit (INTU) stake by 42% in Q2 2026, selling an estimated $53.6K and leaving 212 shares worth $55.3K. The position accounts for 0.01% of the portfolio, ranked #586.

CVA Family Office first reported a position in INTU in Q1 2020 and has held it in 26 quarters since. The position peaked at $501K in Q2 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • CVA Family Office held 212 shares of Intuit worth $55.3K as of Q2 2026.
  • CVA Family Office sold 154 Intuit shares in Q2 2026, an estimated $53.6K.
  • Intuit made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #586 holding.
  • CVA Family Office first reported a position in Intuit in Q1 2020 and has held it in 26 quarters since.
  • CVA Family Office's Intuit position peaked at $501K in Q2 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.