4Wealth Advisors
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4Wealth Advisors’s Intuit INTU Stock Holding History

4Wealth Advisors’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
Q3 		– Sell
-1,366
Closed -$364K – 153
2026
Q2 		$364K Sell
1,366
-5
-0.4% -$1.74K 0.28% 106
2026
Q1 		$588K Buy
1,371
+397
+41% +$189K 0.5% 69
2025
Q4 		$645K Buy
974
+57
+6% +$37.7K 0.55% 63
2025
Q3 		$626K Buy
917
+179
+24% +$129K 0.56% 63
2025
Q2 		$581K Sell
738
-14
-2% -$9.47K 0.59% 57
2025
Q1 		$462K Buy
752
+178
+31% +$107K 0.5% 70
2024
Q4 		$361K Buy
+574
New +$367K 0.36% 94

Other funds holding INTU

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

4Wealth Advisors's INTU Position: Q3 2026 in Review

4Wealth Advisors sold out of Intuit (INTU) in Q3 2026, closing a stake of 1,366 shares — an estimated $364K sold.

4Wealth Advisors first reported a position in INTU in Q4 2024 and held it in 7 quarters. The position peaked at $645K in Q4 2025. 922 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • 4Wealth Advisors reported no remaining Intuit position as of Q3 2026 after selling out during the quarter.
  • 4Wealth Advisors sold 1,366 Intuit shares in Q3 2026, an estimated $364K.
  • 4Wealth Advisors first reported a position in Intuit in Q4 2024 and held it in 7 quarters.
  • 4Wealth Advisors's Intuit position peaked at $645K in Q4 2025.
  • 922 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.