Cove Private Wealth’s Intuit INTU Stock Holding History

Cove Private Wealth’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	$477K	Buy	1,729 +4	+0.2%	+$1.26K	0.08%	150
2026 Q2	$450K	Sell	1,725 -15	-0.9%	-$5.22K	0.09%	149
2026 Q1	$752K	Hold	1,740	–	–	0.17%	99
2025 Q4	$1.15M	Hold	1,740	–	–	0.34%	66
2025 Q3	$1.19M	Hold	1,740	–	–	0.38%	64
2025 Q2	$1.37M	Hold	1,740	–	–	0.48%	57
2025 Q1	$1.07M	Sell	1,740 -325	-16%	-$195K	0.56%	48
2024 Q4	$1.3M	Hold	2,065	–	–	0.78%	34
2024 Q3	$1.28M	Hold	2,065	–	–	1%	29
2024 Q2	$1.36M	Hold	2,065	–	–	1.08%	25
2024 Q1	$1.34M	Hold	2,065	–	–	1.15%	27
2023 Q4	$1.29M	Buy	+2,065	New	+$1.14M	1.22%	28

Other funds holding INTU

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

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.36B AUM 0.68% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Cove Private Wealth's INTU Position: Q3 2026 in Review

Cove Private Wealth increased its Intuit (INTU) stake by 0.23% in Q3 2026, buying an estimated $1.26K and bringing the position to 1,729 shares worth $477K. The position accounts for 0.08% of the portfolio, ranked #150.

Cove Private Wealth first reported a position in INTU in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.37M in Q2 2025. 750 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

Cove Private Wealth held 1,729 shares of Intuit worth $477K as of Q3 2026.
Cove Private Wealth bought 4 Intuit shares in Q3 2026, an estimated $1.26K.
Intuit made up 0.08% of Cove Private Wealth's portfolio in Q3 2026, its #150 holding.
Cove Private Wealth first reported a position in Intuit in Q4 2023 and has held it in 12 quarters since.
Cove Private Wealth's Intuit position peaked at $1.37M in Q2 2025.
750 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Cove Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.