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Cypress Advisory Group’s Intuit INTU Stock Holding History

Cypress Advisory Group’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 		$910K Sell
3,487
-100
-3% -$34.8K 0.71% 45
2026
Q1 		$1.55M Buy
+3,587
New +$1.71M 1.18% 23

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
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
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Cypress Advisory Group's INTU Position: Q2 2026 in Review

Cypress Advisory Group reduced its Intuit (INTU) stake by 2.8% in Q2 2026, selling an estimated $34.8K and leaving 3,487 shares worth $910K. The position accounts for 0.71% of the portfolio, ranked #45.

Cypress Advisory Group first reported a position in INTU in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.55M in Q1 2026. 332 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Cypress Advisory Group held 3,487 shares of Intuit worth $910K as of Q2 2026.
  • Cypress Advisory Group sold 100 Intuit shares in Q2 2026, an estimated $34.8K.
  • Intuit made up 0.71% of Cypress Advisory Group's portfolio in Q2 2026, its #45 holding.
  • Cypress Advisory Group first reported a position in Intuit in Q1 2026 and has held it in 2 quarters since.
  • Cypress Advisory Group's Intuit position peaked at $1.55M in Q1 2026.
  • 332 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Cypress Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.