Brady Martz Wealth Solutions’s Intuit INTU Stock Holding History

Brady Martz Wealth Solutions’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	$631K	Buy	2,290 +572	+33%	+$180K	0.09%	135
2026 Q2	$448K	Buy	1,718 +46	+3%	+$16K	0.07%	154
2026 Q1	$723K	Buy	1,672 +585	+54%	+$279K	0.12%	111
2025 Q4	$720K	Buy	1,087 +541	+99%	+$357K	0.13%	110
2025 Q3	$373K	Hold	546	–	–	0.07%	131
2025 Q2	$430K	Sell	546 -4	-0.7%	-$2.71K	0.08%	124
2025 Q1	$338K	Buy	550 +2	+0.4%	+$1.2K	0.08%	122
2024 Q4	$342K	Buy	+548	New	+$350K	0.08%	121

Other funds holding INTU

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Brady Martz Wealth Solutions's INTU Position: Q3 2026 in Review

Brady Martz Wealth Solutions increased its Intuit (INTU) stake by 33% in Q3 2026, buying an estimated $180K and bringing the position to 2,290 shares worth $631K. The position accounts for 0.09% of the portfolio, ranked #135.

Brady Martz Wealth Solutions first reported a position in INTU in Q4 2024 and has held it in 8 quarters since. The position peaked at $723K in Q1 2026. 1,125 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

Brady Martz Wealth Solutions held 2,290 shares of Intuit worth $631K as of Q3 2026.
Brady Martz Wealth Solutions bought 572 Intuit shares in Q3 2026, an estimated $180K.
Intuit made up 0.09% of Brady Martz Wealth Solutions's portfolio in Q3 2026, its #135 holding.
Brady Martz Wealth Solutions first reported a position in Intuit in Q4 2024 and has held it in 8 quarters since.
Brady Martz Wealth Solutions's Intuit position peaked at $723K in Q1 2026.
1,125 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q3 2026, filed 5 Nov 2026.