Able Wealth Management
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Able Wealth Management’s Intuit INTU Stock Holding History

Able 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
Q3 		$254K Buy
+894
New +$281K 0.06% 129
2024
Q1 		– Sell
-27
Closed -$17.2K – 322
2023
Q4 		$17.2K Buy
+27
New +$14.9K 0.02% 221

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return
Wilsey Asset Management
Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Able Wealth Management's INTU Position: Q3 2026 in Review

Able Wealth Management opened a new position in Intuit (INTU) in Q3 2026: 894 shares worth $254K. The stake represents 0.06% of the portfolio and ranks #129 among its holdings. This is a return to the name: Able Wealth Management previously reported a position in INTU as recently as Q4 2023.

Able Wealth Management first reported a position in INTU in Q4 2023 and has held it in 2 quarters since. 514 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Able Wealth Management held 894 shares of Intuit worth $254K as of Q3 2026.
  • Intuit was a new Able Wealth Management position in Q3 2026.
  • Intuit made up 0.06% of Able Wealth Management's portfolio in Q3 2026, its #129 holding.
  • Able Wealth Management first reported a position in Intuit in Q4 2023 and has held it in 2 quarters since.
  • 514 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.