EWP
INTU icon

Elevation Wealth Partners’s Intuit INTU Stock Holding History

Elevation 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 		$23.7K Buy
86
+30
+54% +$9.43K 0.01% 623
2026
Q2 		$14.6K Buy
56
+23
+70% +$8.01K ﹤0.01% 686
2026
Q1 		$14.3K Buy
33
+3
+10% +$1.43K 0.01% 445
2025
Q4 		$19.9K Buy
30
+4
+15% +$2.64K 0.01% 371
2025
Q3 		$17.8K Buy
+26
New +$18.7K 0.01% 342

Other funds holding INTU

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

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

Elevation Wealth Partners increased its Intuit (INTU) stake by 54% in Q3 2026, buying an estimated $9.43K and bringing the position to 86 shares worth $23.7K. The position accounts for 0.01% of the portfolio, ranked #623.

Elevation Wealth Partners first reported a position in INTU in Q3 2025 and has held it in 5 quarters since. 76 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Elevation Wealth Partners held 86 shares of Intuit worth $23.7K as of Q3 2026.
  • Elevation Wealth Partners bought 30 Intuit shares in Q3 2026, an estimated $9.43K.
  • Intuit made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #623 holding.
  • Elevation Wealth Partners first reported a position in Intuit in Q3 2025 and has held it in 5 quarters since.
  • 76 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.