CWA Asset Management Group’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.1M Sell
8,029
-10,916
-58% -$3.8M 0.06% 275
2026
Q1
$8.19M Sell
18,945
-1,753
-8% -$836K 0.28% 84
2025
Q4
$13.7M Buy
20,698
+7,823
+61% +$5.17M 0.49% 39
2025
Q3
$8.79M Sell
12,875
-121
-0.9% -$87.2K 0.33% 64
2025
Q2
$10.2M Sell
12,996
-497
-4% -$336K 0.43% 54
2025
Q1
$8.28M Sell
13,493
-985
-7% -$591K 0.4% 57
2024
Q4
$9.1M Sell
14,478
-391
-3% -$250K 0.46% 52
2024
Q3
$9.23M Buy
+14,869
New +$9.49M 0.49% 49
2024
Q1
$9.47M Buy
14,565
+1,191
+9% +$760K 0.58% 45
2023
Q4
$8.36M Buy
13,374
+298
+2% +$164K 0.57% 47
2023
Q3
$6.68M Buy
13,076
+428
+3% +$217K 0.49% 58
2023
Q2
$5.8M Buy
12,648
+549
+5% +$240K 0.4% 64
2023
Q1
$5.39M Buy
12,099
+915
+8% +$376K 0.4% 59
2022
Q4
$4.35M Buy
+11,184
New +$4.44M 0.35% 73

Other funds holding INTU

CWA Asset Management Group's INTU Position: Q2 2026 in Review

CWA Asset Management Group reduced its Intuit (INTU) stake by 58% in Q2 2026, selling an estimated $3.8M and leaving 8,029 shares worth $2.1M. The position accounts for 0.06% of the portfolio, ranked #275.

CWA Asset Management Group first reported a position in INTU in Q4 2022 and has held it in 14 quarters since. The position peaked at $13.7M in Q4 2025. 572 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • CWA Asset Management Group held 8,029 shares of Intuit worth $2.1M as of Q2 2026.
  • CWA Asset Management Group sold 10,916 Intuit shares in Q2 2026, an estimated $3.8M.
  • Intuit made up 0.06% of CWA Asset Management Group's portfolio in Q2 2026, its #275 holding.
  • CWA Asset Management Group first reported a position in Intuit in Q4 2022 and has held it in 14 quarters since.
  • CWA Asset Management Group's Intuit position peaked at $13.7M in Q4 2025.
  • 572 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.