Barrett & Company’s Intuit INTU Stock Holding History

Barrett & Company’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	$81.6K	Sell	296 -31	-9%	-$9.7K	0.02%	249
2026 Q2	$85.3K	Buy	327 +317	+3,170%	+$110K	0.02%	260
2026 Q1	$4.32K	Hold	10	–	–	﹤0.01%	536
2025 Q4	$6.62K	Hold	10	–	–	﹤0.01%	504
2025 Q3	$6.83K	Hold	10	–	–	﹤0.01%	503
2025 Q2	$7.88K	Hold	10	–	–	﹤0.01%	497
2025 Q1	$6.14K	Hold	10	–	–	﹤0.01%	479
2024 Q4	$6.28K	Hold	10	–	–	﹤0.01%	475
2024 Q3	$6.21K	Sell	10 -55	-85%	-$35.1K	﹤0.01%	464
2024 Q2	$43K	Hold	65	–	–	0.02%	286
2024 Q1	$42.5K	Hold	65	–	–	0.02%	295
2023 Q4	$40.8K	Hold	65	–	–	0.02%	274
2023 Q3	$33.3K	Hold	65	–	–	0.02%	287
2023 Q2	$29.9K	Hold	65	–	–	0.02%	298
2023 Q1	$29.1K	Hold	65	–	–	0.02%	283
2022 Q4	$25.3K	Hold	65	–	–	0.02%	286
2022 Q3	$25.3K	Buy	+65	New	+$28.1K	0.02%	286

Other funds holding INTU

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.36B AUM 0.68% 1-Year Est. Return

M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Barrett & Company's INTU Position: Q3 2026 in Review

Barrett & Company reduced its Intuit (INTU) stake by 9.5% in Q3 2026, selling an estimated $9.7K and leaving 296 shares worth $81.6K. The position accounts for 0.02% of the portfolio, ranked #249.

Barrett & Company first reported a position in INTU in Q3 2022 and has held it in 17 quarters since. The position peaked at $85.3K in Q2 2026. 803 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

Barrett & Company held 296 shares of Intuit worth $81.6K as of Q3 2026.
Barrett & Company sold 31 Intuit shares in Q3 2026, an estimated $9.7K.
Intuit made up 0.02% of Barrett & Company's portfolio in Q3 2026, its #249 holding.
Barrett & Company first reported a position in Intuit in Q3 2022 and has held it in 17 quarters since.
Barrett & Company's Intuit position peaked at $85.3K in Q2 2026.
803 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Barrett & Company's 13F filing for Q3 2026, filed 22 Oct 2026.