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CVFG LLC’s Intuit INTU Stock Holding History

CVFG LLC’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 		$422K Sell
1,616
-148
-8% -$51.6K 0.04% 194
2026
Q1 		$763K Sell
1,764
-95
-5% -$45.3K 0.09% 156
2025
Q4 		$1.23M Sell
1,859
-18
-1% -$11.9K 0.84% 28
2025
Q3 		$1.28M Sell
1,877
-20
-1% -$14.4K 0.93% 27
2025
Q2 		$1.49M Sell
1,897
-42
-2% -$28.4K 1.18% 24
2025
Q1 		$1.19M Hold
1,939
– – 1.08% 24
2024
Q4 		$1.22M Buy
+1,939
New +$1.24M 1.11% 24

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

CVFG LLC's INTU Position: Q2 2026 in Review

CVFG LLC reduced its Intuit (INTU) stake by 8.4% in Q2 2026, selling an estimated $51.6K and leaving 1,616 shares worth $422K. The position accounts for 0.04% of the portfolio, ranked #194.

CVFG LLC first reported a position in INTU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.49M in Q2 2025. 1,739 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • CVFG LLC held 1,616 shares of Intuit worth $422K as of Q2 2026.
  • CVFG LLC sold 148 Intuit shares in Q2 2026, an estimated $51.6K.
  • Intuit made up 0.04% of CVFG LLC's portfolio in Q2 2026, its #194 holding.
  • CVFG LLC first reported a position in Intuit in Q4 2024 and has held it in 7 quarters since.
  • CVFG LLC's Intuit position peaked at $1.49M in Q2 2025.
  • 1,739 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on CVFG LLC's 13F filing for Q2 2026, filed 11 Aug 2026.