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Allen Mooney & Barnes Investment Advisors’s Intuit INTU Stock Holding History

Allen Mooney & Barnes Investment 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 		$9M Buy
32,640
+1,417
+5% +$445K 1.34% 32
2026
Q2 		$8.15M Sell
31,223
-248
-0.8% -$86.4K 1.24% 32
2026
Q1 		$13.6M Buy
+31,471
New +$15M 1.96% 25

Other funds holding INTU

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's INTU Position: Q3 2026 in Review

Allen Mooney & Barnes Investment Advisors increased its Intuit (INTU) stake by 4.5% in Q3 2026, buying an estimated $445K and bringing the position to 32,640 shares worth $9M. The position accounts for 1.34% of the portfolio, ranked #32.

Allen Mooney & Barnes Investment Advisors first reported a position in INTU in Q1 2026 and has held it in 3 quarters since. The position peaked at $13.6M in Q1 2026. 76 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Allen Mooney & Barnes Investment Advisors held 32,640 shares of Intuit worth $9M as of Q3 2026.
  • Allen Mooney & Barnes Investment Advisors bought 1,417 Intuit shares in Q3 2026, an estimated $445K.
  • Intuit made up 1.34% of Allen Mooney & Barnes Investment Advisors's portfolio in Q3 2026, its #32 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Intuit in Q1 2026 and has held it in 3 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Intuit position peaked at $13.6M in Q1 2026.
  • 76 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.