CWP
INTU icon

Cyndeo Wealth Partners’s Intuit INTU Stock Holding History

Cyndeo Wealth Partners’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 		$2.34M Sell
8,974
-55
-0.6% -$19.2K 0.11% 175
2026
Q1 		$3.9M Buy
9,029
+2,845
+46% +$1.36M 0.21% 119
2025
Q4 		$4.1M Buy
6,184
+161
+3% +$106K 0.22% 108
2025
Q3 		$4.11M Sell
6,023
-143
-2% -$103K 0.23% 106
2025
Q2 		$4.86M Buy
6,166
+96
+2% +$65K 0.29% 95
2025
Q1 		$3.73M Sell
6,070
-792
-12% -$476K 0.24% 110
2024
Q4 		$4.31M Buy
6,862
+244
+4% +$156K 0.29% 96
2024
Q3 		$4.11M Buy
6,618
+1,188
+22% +$758K 0.29% 98
2024
Q2 		$3.57M Buy
5,430
+1
+0% +$620 0.28% 106
2024
Q1 		$3.53M Buy
5,429
+469
+9% +$299K 0.29% 103
2023
Q4 		$3.1M Buy
4,960
+2,253
+83% +$1.24M 0.29% 103
2023
Q3 		$1.38M Sell
2,707
-260
-9% -$132K 0.14% 157
2023
Q2 		$1.36M Buy
2,967
+2,478
+507% +$1.09M 0.14% 150
2023
Q1 		$218K Buy
+489
New +$201K 0.02% 297

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Cyndeo Wealth Partners's INTU Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its Intuit (INTU) stake by 0.61% in Q2 2026, selling an estimated $19.2K and leaving 8,974 shares worth $2.34M. The position accounts for 0.11% of the portfolio, ranked #175.

Cyndeo Wealth Partners first reported a position in INTU in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.86M in Q2 2025. 611 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Cyndeo Wealth Partners held 8,974 shares of Intuit worth $2.34M as of Q2 2026.
  • Cyndeo Wealth Partners sold 55 Intuit shares in Q2 2026, an estimated $19.2K.
  • Intuit made up 0.11% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #175 holding.
  • Cyndeo Wealth Partners first reported a position in Intuit in Q1 2023 and has held it in 14 quarters since.
  • Cyndeo Wealth Partners's Intuit position peaked at $4.86M in Q2 2025.
  • 611 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.