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Atwood & Palmer’s Intuit INTU Stock Holding History

Atwood & Palmer’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 		$6.07K Hold
22
– – ﹤0.01% 416
2026
Q2 		$5.74K Hold
22
– – ﹤0.01% 401
2026
Q1 		$9.51K Sell
22
-45
-67% -$21.5K ﹤0.01% 380
2025
Q4 		$44.4K Hold
67
– – ﹤0.01% 244
2025
Q3 		$45.8K Hold
67
– – ﹤0.01% 250
2025
Q2 		$52.8K Hold
67
– – ﹤0.01% 238
2025
Q1 		$41.1K Hold
67
– – ﹤0.01% 234
2024
Q4 		$42.1K Hold
67
– – ﹤0.01% 232
2024
Q3 		$41.6K Hold
67
– – ﹤0.01% 232
2024
Q2 		$44K Sell
67
-2
-3% -$1.24K ﹤0.01% 232
2024
Q1 		$44.9K Buy
69
+2
+3% +$1.28K ﹤0.01% 217
2023
Q4 		$41.9K Buy
67
+2
+3% +$1.1K ﹤0.01% 228
2023
Q3 		$33.2K Hold
65
– – ﹤0.01% 235
2023
Q2 		$29.8K Hold
65
– – ﹤0.01% 244
2023
Q1 		$29K Hold
65
– – ﹤0.01% 239
2022
Q4 		$25.3K Hold
65
– – ﹤0.01% 265
2022
Q3 		$25K Hold
65
– – ﹤0.01% 249
2022
Q2 		$25K Buy
65
+45
+225% +$18.6K ﹤0.01% 268
2022
Q1 		$10K Hold
20
– – ﹤0.01% 366
2021
Q4 		$13K Buy
+20
New +$12.3K ﹤0.01% 355
2015
Q1 		– Sell
-250
Closed -$24K – 336
2014
Q4 		$24K Hold
250
– – ﹤0.01% 242
2014
Q3 		$22K Hold
250
– – ﹤0.01% 253
2014
Q2 		$20K Buy
+250
New +$19.3K 0.01% 238

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
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Atwood & Palmer's INTU Position: Q3 2026 in Review

Atwood & Palmer held its Intuit (INTU) position steady in Q3 2026 at 22 shares worth $6.07K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Atwood & Palmer first reported a position in INTU in Q2 2014 and has held it in 23 quarters since. The position peaked at $52.8K in Q2 2025. 70 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Atwood & Palmer held 22 shares of Intuit worth $6.07K as of Q3 2026.
  • Atwood & Palmer left its Intuit share count unchanged in Q3 2026.
  • Intuit made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #416 holding.
  • Atwood & Palmer first reported a position in Intuit in Q2 2014 and has held it in 23 quarters since.
  • Atwood & Palmer's Intuit position peaked at $52.8K in Q2 2025.
  • 70 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.