Curated Wealth Partners
INTU icon

Curated Wealth Partners’s Intuit INTU Stock Holding History

Curated 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 		$954K Buy
+3,459
New +$1.09M 0.08% 142
2026
Q2 		– Sell
-1,512
Closed -$654K – 254
2026
Q1 		$654K Sell
1,512
-194
-11% -$92.5K 0.08% 99
2025
Q4 		$1.13M Buy
1,706
+84
+5% +$55.5K 0.12% 62
2025
Q3 		$1.11M Buy
1,622
+54
+3% +$38.9K 0.13% 55
2025
Q2 		$1.24M Buy
1,568
+17
+1% +$11.5K 0.14% 45
2025
Q1 		$952K Buy
1,551
+417
+37% +$250K 0.12% 57
2024
Q4 		$713K Sell
1,134
-117
-9% -$74.8K 0.08% 68
2024
Q3 		$777K Hold
1,251
– – 0.1% 63
2024
Q2 		$822K Buy
+1,251
New +$776K 0.11% 54
2024
Q1 		– Sell
-1,517
Closed -$968K – 202
2023
Q4 		$948K Buy
1,517
+104
+7% +$57.4K 0.15% 49
2023
Q3 		$722K Buy
1,413
+571
+68% +$289K 0.13% 60
2023
Q2 		$386K Buy
842
+41
+5% +$18K 0.07% 86
2023
Q1 		$357K Buy
801
+11
+1% +$4.52K 0.08% 85
2022
Q4 		$307K Buy
790
+202
+34% +$80.1K 0.07% 91
2022
Q3 		$228K Buy
+588
New +$254K 0.07% 110
2022
Q2 		– Sell
-619
Closed -$398K – 147
2022
Q1 		$398K Hold
619
– – 0.13% 87
2021
Q4 		$398K Sell
619
-71
-10% -$43.8K 0.13% 90
2021
Q3 		$372K Sell
690
-112
-14% -$60.4K 0.21% 95
2021
Q2 		$393K Sell
802
-15
-2% -$6.5K 0.21% 90
2021
Q1 		$313K Buy
817
+45
+6% +$17.3K 0.19% 104
2020
Q4 		$293K Buy
+772
New +$271K 0.19% 105

Other funds holding INTU

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Curated Wealth Partners opened a new position in Intuit (INTU) in Q3 2026: 3,459 shares worth $954K. The stake represents 0.08% of the portfolio and ranks #142 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in INTU as recently as Q1 2026.

Curated Wealth Partners first reported a position in INTU in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.24M in Q2 2025. 1,003 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Curated Wealth Partners held 3,459 shares of Intuit worth $954K as of Q3 2026.
  • Intuit was a new Curated Wealth Partners position in Q3 2026.
  • Intuit made up 0.08% of Curated Wealth Partners's portfolio in Q3 2026, its #142 holding.
  • Curated Wealth Partners first reported a position in Intuit in Q4 2020 and has held it in 21 quarters since.
  • Curated Wealth Partners's Intuit position peaked at $1.24M in Q2 2025.
  • 1,003 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.