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Cypress Point Wealth Management’s Intuit INTU Stock Holding History

Cypress Point Wealth Management’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 		– Sell
-575
Closed -$249K – 154
2026
Q1 		$249K Buy
+575
New +$274K 0.05% 103
2021
Q4 		– Sell
-1
Closed -$1K – 86
2021
Q3 		$1K Buy
+1
New +$539 ﹤0.01% 146
2021
Q2 		– Sell
-38
Closed -$15K – 197
2021
Q1 		$15K Hold
38
– – 0.02% 69
2020
Q4 		$14K Buy
+38
New +$13.3K 0.02% 143

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
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Cypress Point Wealth Management's INTU Position: Q2 2026 in Review

Cypress Point Wealth Management sold out of Intuit (INTU) in Q2 2026, closing a stake of 575 shares — an estimated $249K sold.

Cypress Point Wealth Management first reported a position in INTU in Q4 2020 and held it in 4 quarters. The position peaked at $249K in Q1 2026. 464 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Cypress Point Wealth Management reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Cypress Point Wealth Management sold 575 Intuit shares in Q2 2026, an estimated $249K.
  • Cypress Point Wealth Management first reported a position in Intuit in Q4 2020 and held it in 4 quarters.
  • Cypress Point Wealth Management's Intuit position peaked at $249K in Q1 2026.
  • 464 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.