CI
INTU icon

CX Institutional’s Intuit INTU Stock Holding History

CX Institutional’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 		$316K Sell
1,210
-471
-28% -$164K 0.01% 607
2026
Q1 		$727K Sell
1,681
-9,727
-85% -$4.64M 0.02% 393
2025
Q4 		$7.56M Buy
11,408
+2,460
+27% +$1.63M 0.23% 120
2025
Q3 		$6.11M Sell
8,948
-562
-6% -$405K 0.19% 131
2025
Q2 		$7.49M Buy
9,510
+45
+0.5% +$30.5K 0.26% 80
2025
Q1 		$5.81M Buy
9,465
+7,687
+432% +$4.62M 0.22% 105
2024
Q4 		$1.12M Sell
1,778
-10
-0.6% -$6.39K 0.04% 240
2024
Q3 		$1.11M Sell
1,788
-19
-1% -$12.1K 0.05% 270
2024
Q2 		$1.19M Sell
1,807
-57
-3% -$35.4K 0.06% 254
2024
Q1 		$1.21M Sell
1,864
-82
-4% -$52.3K 0.06% 253
2023
Q4 		$1.22M Sell
1,946
-50
-3% -$27.6K 0.07% 234
2023
Q3 		$1.02M Sell
1,996
-29
-1% -$14.7K 0.06% 246
2023
Q2 		$928K Buy
2,025
+59
+3% +$25.8K 0.05% 286
2023
Q1 		$869K Buy
1,966
+229
+13% +$94K 0.05% 292
2022
Q4 		$676K Buy
1,737
+1,174
+209% +$466K 0.04% 328
2022
Q3 		$218K Sell
563
-3,627
-87% -$1.57M 0.02% 438
2022
Q2 		$1.61M Buy
4,190
+622
+17% +$258K 0.12% 199
2022
Q1 		$1.72M Buy
3,568
+2,771
+348% +$1.42M 0.14% 174
2021
Q4 		$513K Buy
797
+27
+4% +$16.7K 0.04% 248
2021
Q3 		$415K Buy
770
+36
+5% +$19.4K 0.03% 281
2021
Q2 		$360K Buy
734
+153
+26% +$66.3K 0.03% 274
2021
Q1 		$223K Buy
581
+44
+8% +$16.9K 0.02% 297
2020
Q4 		$204K Buy
537
+103
+24% +$36.2K 0.02% 291
2020
Q3 		$142K Buy
434
+233
+116% +$72.9K 0.02% 282
2020
Q2 		$60K Buy
201
+115
+134% +$31.5K 0.01% 330
2020
Q1 		$20K Sell
86
-31
-26% -$8.39K ﹤0.01% 381
2019
Q4 		$31K Hold
117
– – 0.01% 314
2019
Q3 		$31K Buy
117
+5
+4% +$1.38K 0.01% 330
2019
Q2 		$29K Buy
112
+10
+10% +$2.54K ﹤0.01% 370
2019
Q1 		$27K Buy
102
+47
+85% +$10.9K ﹤0.01% 381
2018
Q4 		$11K Buy
55
+11
+25% +$2.29K ﹤0.01% 348
2018
Q3 		$10K Hold
44
– – ﹤0.01% 252
2018
Q2 		$9K Buy
+44
New +$8.44K ﹤0.01% 231

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CX Institutional's INTU Position: Q2 2026 in Review

CX Institutional reduced its Intuit (INTU) stake by 28% in Q2 2026, selling an estimated $164K and leaving 1,210 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #607.

CX Institutional first reported a position in INTU in Q2 2018 and has held it in 33 quarters since. The position peaked at $7.56M in Q4 2025. 289 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • CX Institutional held 1,210 shares of Intuit worth $316K as of Q2 2026.
  • CX Institutional sold 471 Intuit shares in Q2 2026, an estimated $164K.
  • Intuit made up 0.01% of CX Institutional's portfolio in Q2 2026, its #607 holding.
  • CX Institutional first reported a position in Intuit in Q2 2018 and has held it in 33 quarters since.
  • CX Institutional's Intuit position peaked at $7.56M in Q4 2025.
  • 289 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.