Annex Advisory Services
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Annex Advisory Services’s Intuit INTU Stock Holding History

Annex Advisory 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
Q3 		$16.4M Buy
+59,519
New +$18.7M 0.27% 72
2026
Q2 		– Sell
-1,256
Closed -$543K – 379
2026
Q1 		$543K Buy
+1,256
New +$599K 0.01% 249

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Annex Advisory Services's INTU Position: Q3 2026 in Review

Annex Advisory Services opened a new position in Intuit (INTU) in Q3 2026: 59,519 shares worth $16.4M. The stake represents 0.27% of the portfolio and ranks #72 among its holdings. This is a return to the name: Annex Advisory Services previously reported a position in INTU as recently as Q1 2026.

Annex Advisory Services first reported a position in INTU in Q1 2026 and has held it in 2 quarters since. 341 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Annex Advisory Services held 59,519 shares of Intuit worth $16.4M as of Q3 2026.
  • Intuit was a new Annex Advisory Services position in Q3 2026.
  • Intuit made up 0.27% of Annex Advisory Services's portfolio in Q3 2026, its #72 holding.
  • Annex Advisory Services first reported a position in Intuit in Q1 2026 and has held it in 2 quarters since.
  • 341 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.