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

Aprio 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 		$435K Buy
1,577
+316
+25% +$99.3K 0.02% 432
2026
Q2 		$329K Sell
1,261
-258
-17% -$89.9K 0.02% 484
2026
Q1 		$657K Buy
1,519
+340
+29% +$162K 0.04% 281
2025
Q4 		$793K Buy
1,179
+260
+28% +$172K 0.05% 236
2025
Q3 		$627K Buy
919
+83
+10% +$59.8K 0.06% 183
2025
Q2 		$658K Buy
836
+271
+48% +$183K 0.07% 156
2025
Q1 		$347K Buy
565
+56
+11% +$33.6K 0.04% 241
2024
Q4 		$320K Buy
509
+57
+13% +$36.4K 0.05% 198
2024
Q3 		$281K Buy
452
+6
+1% +$3.83K 0.04% 210
2024
Q2 		$293K Buy
446
+6
+1% +$3.72K 0.05% 170
2024
Q1 		$286K Buy
440
+92
+26% +$58.7K 0.06% 163
2023
Q4 		$218K Buy
+348
New +$192K 0.05% 175
2022
Q1 		– Sell
-314
Closed -$202K – 89
2021
Q4 		$202K Buy
+314
New +$194K 0.08% 73

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 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

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

Aprio Wealth Management increased its Intuit (INTU) stake by 25% in Q3 2026, buying an estimated $99.3K and bringing the position to 1,577 shares worth $435K. The position accounts for 0.02% of the portfolio, ranked #432.

Aprio Wealth Management first reported a position in INTU in Q4 2021 and has held it in 13 quarters since. The position peaked at $793K in Q4 2025. 974 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Aprio Wealth Management held 1,577 shares of Intuit worth $435K as of Q3 2026.
  • Aprio Wealth Management bought 316 Intuit shares in Q3 2026, an estimated $99.3K.
  • Intuit made up 0.02% of Aprio Wealth Management's portfolio in Q3 2026, its #432 holding.
  • Aprio Wealth Management first reported a position in Intuit in Q4 2021 and has held it in 13 quarters since.
  • Aprio Wealth Management's Intuit position peaked at $793K in Q4 2025.
  • 974 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.