Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s Intuit INTU Stock Holding History

Dynamic Advisor Solutions’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
2021
Q4 		– Sell
-700
Closed -$9K – 758
2021
Q3 		$9K Buy
+700
New +$377K ﹤0.01% 742

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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
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
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Dynamic Advisor Solutions's INTU Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Intuit (INTU) stake by 32% in Q3 2026, selling an estimated $1.28M and leaving 8,500 shares worth $2.34M. The position accounts for 0.07% of the portfolio, ranked #283.

Dynamic Advisor Solutions first reported a position in INTU in Q4 2013 and has held it in 52 quarters since. The position peaked at $7.29M in Q2 2025. 311 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Dynamic Advisor Solutions held 8,500 shares of Intuit worth $2.34M as of Q3 2026.
  • Dynamic Advisor Solutions sold 4,071 Intuit shares in Q3 2026, an estimated $1.28M.
  • Intuit made up 0.07% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #283 holding.
  • Dynamic Advisor Solutions first reported a position in Intuit in Q4 2013 and has held it in 52 quarters since.
  • Dynamic Advisor Solutions's Intuit position peaked at $7.29M in Q2 2025.
  • 311 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.