Close Asset Management
INTU icon

Close Asset Management’s Intuit INTU Stock Holding History

Close Asset 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 		$2.57M Sell
9,317
-1,595
-15% -$501K 0.08% 66
2026
Q2 		$2.85M Sell
10,912
-6,319
-37% -$2.2M 0.08% 65
2026
Q1 		$7.45M Sell
17,231
-24,231
-58% -$11.6M 0.2% 47
2025
Q4 		$27.5M Buy
41,462
+4,585
+12% +$3.03M 0.61% 31
2025
Q3 		$25.2M Buy
36,877
+30,254
+457% +$21.8M 0.56% 34
2025
Q2 		$5.22M Buy
6,623
+3,335
+101% +$2.26M 0.15% 51
2025
Q1 		$2.02M Buy
3,288
+240
+8% +$144K 0.06% 66
2024
Q4 		$1.92M Hold
3,048
– – 0.05% 67
2024
Q3 		$1.89M Buy
3,048
+97
+3% +$61.9K 0.06% 65
2024
Q2 		$1.94M Buy
2,951
+419
+17% +$260K 0.07% 66
2024
Q1 		$1.65M Buy
2,532
+931
+58% +$594K 0.06% 65
2023
Q4 		$1M Buy
1,601
+1,139
+247% +$628K 0.04% 69
2023
Q3 		$236K Buy
462
+233
+102% +$118K 0.01% 108
2023
Q2 		$105K Sell
229
-20
-8% -$8.76K ﹤0.01% 129
2023
Q1 		$111K Buy
249
+204
+453% +$83.7K 0.01% 121
2022
Q4 		$18K Hold
45
– – ﹤0.01% 153
2022
Q3 		$17K Buy
45
+18
+67% +$7.78K ﹤0.01% 143
2022
Q2 		$10K Sell
27
-65
-71% -$26.9K ﹤0.01% 161
2022
Q1 		$59K Hold
92
– – ﹤0.01% 117
2021
Q4 		$59K Hold
92
– – ﹤0.01% 117
2021
Q3 		$50K Buy
+92
New +$49.6K ﹤0.01% 123

Other funds holding INTU

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Close Asset Management's INTU Position: Q3 2026 in Review

Close Asset Management reduced its Intuit (INTU) stake by 15% in Q3 2026, selling an estimated $501K and leaving 9,317 shares worth $2.57M. The position accounts for 0.08% of the portfolio, ranked #66.

Close Asset Management first reported a position in INTU in Q3 2021 and has held it in 21 quarters since. The position peaked at $27.5M in Q4 2025. 1,028 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Close Asset Management held 9,317 shares of Intuit worth $2.57M as of Q3 2026.
  • Close Asset Management sold 1,595 Intuit shares in Q3 2026, an estimated $501K.
  • Intuit made up 0.08% of Close Asset Management's portfolio in Q3 2026, its #66 holding.
  • Close Asset Management first reported a position in Intuit in Q3 2021 and has held it in 21 quarters since.
  • Close Asset Management's Intuit position peaked at $27.5M in Q4 2025.
  • 1,028 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Close Asset Management's 13F filing for Q3 2026, filed 30 Oct 2026.