Clark Wealth Partners
INTU icon

Clark Wealth Partners’s Intuit INTU Stock Holding History

Clark Wealth Partners’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 		$42.7K Buy
155
+42
+37% +$13.2K 0.02% 134
2026
Q2 		$29.4K Sell
113
-16
-12% -$5.57K 0.02% 152
2026
Q1 		$55.7K Sell
129
-11
-8% -$5.25K 0.04% 94
2025
Q4 		$92.6K Hold
140
– – 0.06% 75
2025
Q3 		$92.6K Sell
140
-11
-7% -$7.93K 0.06% 75
2025
Q2 		$119K Buy
151
+38
+34% +$25.7K 0.08% 54
2025
Q1 		$69.1K Sell
113
-13
-10% -$7.81K 0.05% 73
2024
Q4 		$79.4K Buy
+126
New +$80.5K 0.06% 59

Other funds holding INTU

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 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

Clark Wealth Partners's INTU Position: Q3 2026 in Review

Clark Wealth Partners increased its Intuit (INTU) stake by 37% in Q3 2026, buying an estimated $13.2K and bringing the position to 155 shares worth $42.7K. The position accounts for 0.02% of the portfolio, ranked #134.

Clark Wealth Partners first reported a position in INTU in Q4 2024 and has held it in 8 quarters since. The position peaked at $119K in Q2 2025. 1,475 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Clark Wealth Partners held 155 shares of Intuit worth $42.7K as of Q3 2026.
  • Clark Wealth Partners bought 42 Intuit shares in Q3 2026, an estimated $13.2K.
  • Intuit made up 0.02% of Clark Wealth Partners's portfolio in Q3 2026, its #134 holding.
  • Clark Wealth Partners first reported a position in Intuit in Q4 2024 and has held it in 8 quarters since.
  • Clark Wealth Partners's Intuit position peaked at $119K in Q2 2025.
  • 1,475 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.