Empirical Wealth Management
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Empirical Wealth Management’s Intuit INTU Stock Holding History

Empirical Wealth 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 		$1M Buy
3,644
+1,567
+75% +$492K 0.01% 492
2026
Q2 		$542K Sell
2,077
-226
-10% -$78.7K 0.01% 652
2026
Q1 		$996K Buy
2,303
+4
+0.2% +$1.91K 0.02% 359
2025
Q4 		$1.52M Sell
2,299
-93
-4% -$61.5K 0.03% 277
2025
Q3 		$1.63M Buy
2,392
+102
+4% +$73.5K 0.03% 267
2025
Q2 		$1.8M Buy
2,290
+193
+9% +$131K 0.04% 241
2025
Q1 		$1.29M Sell
2,097
-230
-10% -$138K 0.03% 268
2024
Q4 		$1.46M Buy
2,327
+65
+3% +$41.5K 0.04% 233
2024
Q3 		$1.4M Buy
2,262
+138
+6% +$88.1K 0.04% 228
2024
Q2 		$1.4M Sell
2,124
-225
-10% -$140K 0.04% 223
2024
Q1 		$1.53M Sell
2,349
-40
-2% -$25.5K 0.05% 209
2023
Q4 		$1.49M Buy
2,389
+105
+5% +$57.9K 0.05% 198
2023
Q3 		$1.17M Buy
2,284
+125
+6% +$63.3K 0.05% 210
2023
Q2 		$989K Sell
2,159
-75
-3% -$32.8K 0.04% 226
2023
Q1 		$996K Sell
2,234
-194
-8% -$79.6K 0.04% 218
2022
Q4 		$945K Sell
2,428
-115
-5% -$45.6K 0.04% 218
2022
Q3 		$985K Sell
2,543
-50
-2% -$21.6K 0.05% 198
2022
Q2 		$1M Sell
2,593
-260
-9% -$108K 0.05% 198
2022
Q1 		$1.37M Sell
2,853
-158
-5% -$80.9K 0.07% 175
2021
Q4 		$1.94M Sell
3,011
-149
-5% -$92K 0.1% 134
2021
Q3 		$1.7M Buy
3,160
+182
+6% +$98.1K 0.1% 129
2021
Q2 		$1.46M Sell
2,978
-88
-3% -$38.2K 0.09% 141
2021
Q1 		$1.17M Sell
3,066
-1,130
-27% -$435K 0.09% 138
2020
Q4 		$1.59M Buy
4,196
+1,102
+36% +$387K 0.12% 116
2020
Q3 		$1.01M Buy
+3,094
New +$968K 0.09% 137
2018
Q4 		– Sell
-1,946
Closed -$443K – 215
2018
Q3 		$443K Buy
+1,946
New +$418K 0.08% 128

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

Empirical Wealth Management's INTU Position: Q3 2026 in Review

Empirical Wealth Management increased its Intuit (INTU) stake by 75% in Q3 2026, buying an estimated $492K and bringing the position to 3,644 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #492.

Empirical Wealth Management first reported a position in INTU in Q3 2018 and has held it in 26 quarters since. The position peaked at $1.94M in Q4 2021. 937 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Empirical Wealth Management held 3,644 shares of Intuit worth $1M as of Q3 2026.
  • Empirical Wealth Management bought 1,567 Intuit shares in Q3 2026, an estimated $492K.
  • Intuit made up 0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #492 holding.
  • Empirical Wealth Management first reported a position in Intuit in Q3 2018 and has held it in 26 quarters since.
  • Empirical Wealth Management's Intuit position peaked at $1.94M in Q4 2021.
  • 937 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.