Centennial Wealth Advisory
INTU icon

Centennial Wealth Advisory’s Intuit INTU Stock Holding History

Centennial Wealth Advisory’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 		$344K Sell
1,243
-363
-23% -$114K 0.07% 146
2026
Q2 		$419K Buy
1,606
+917
+133% +$319K 0.09% 135
2026
Q1 		$298K Buy
+689
New +$329K 0.07% 134

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return
Wilsey Asset Management
Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Centennial Wealth Advisory's INTU Position: Q3 2026 in Review

Centennial Wealth Advisory reduced its Intuit (INTU) stake by 23% in Q3 2026, selling an estimated $114K and leaving 1,243 shares worth $344K. The position accounts for 0.07% of the portfolio, ranked #146.

Centennial Wealth Advisory first reported a position in INTU in Q1 2026 and has held it in 3 quarters since. The position peaked at $419K in Q2 2026. 409 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Centennial Wealth Advisory held 1,243 shares of Intuit worth $344K as of Q3 2026.
  • Centennial Wealth Advisory sold 363 Intuit shares in Q3 2026, an estimated $114K.
  • Intuit made up 0.07% of Centennial Wealth Advisory's portfolio in Q3 2026, its #146 holding.
  • Centennial Wealth Advisory first reported a position in Intuit in Q1 2026 and has held it in 3 quarters since.
  • Centennial Wealth Advisory's Intuit position peaked at $419K in Q2 2026.
  • 409 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Centennial Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.