Cypress Wealth Services’s Intuit INTU Stock Holding History

Cypress Wealth Services’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 Q1	–	Sell	-423	Closed	-$280K	–	408
2025 Q4	$280K	Buy	+423	New	+$280K	0.04%	316

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Cypress Wealth Services's INTU Position: Q1 2026 in Review

Cypress Wealth Services sold out of Intuit (INTU) in Q1 2026, closing a stake of 423 shares — an estimated $280K sold.

Cypress Wealth Services first reported a position in INTU in Q4 2025 and held it in 1 quarter. The position peaked at $280K in Q4 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Cypress Wealth Services reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
Cypress Wealth Services sold 423 Intuit shares in Q1 2026, an estimated $280K.
Cypress Wealth Services first reported a position in Intuit in Q4 2025 and held it in 1 quarter.
Cypress Wealth Services's Intuit position peaked at $280K in Q4 2025.
2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Cypress Wealth Services's 13F filing for Q1 2026, filed 15 Apr 2026.