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Bennett Associates Wealth Management’s Intuit INTU Stock Holding History

Bennett Associates 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 		– Sell
-847
Closed -$221K – 58
2026
Q2 		$221K Buy
+847
New +$295K 0.14% 52
2026
Q1 		– Sell
-307
Closed -$203K – 61
2025
Q4 		$203K Buy
+307
New +$203K 0.14% 57

Other funds holding INTU

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

Bennett Associates Wealth Management's INTU Position: Q3 2026 in Review

Bennett Associates Wealth Management sold out of Intuit (INTU) in Q3 2026, closing a stake of 847 shares — an estimated $221K sold.

Bennett Associates Wealth Management first reported a position in INTU in Q4 2025 and held it in 2 quarters. The position peaked at $221K in Q2 2026. 1,272 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Bennett Associates Wealth Management reported no remaining Intuit position as of Q3 2026 after selling out during the quarter.
  • Bennett Associates Wealth Management sold 847 Intuit shares in Q3 2026, an estimated $221K.
  • Bennett Associates Wealth Management first reported a position in Intuit in Q4 2025 and held it in 2 quarters.
  • Bennett Associates Wealth Management's Intuit position peaked at $221K in Q2 2026.
  • 1,272 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.