Fi3 Financial Advisors’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.96M Buy
+14,027
New +$4.89M 0.47% 24
2025
Q4
Sell
-307
Closed -$210K 197
2025
Q3
$210K Sell
307
-37
-11% -$26.7K 0.07% 151
2025
Q2
$271K Buy
+344
New +$233K 0.1% 110

Other funds holding INTU

Fi3 Financial Advisors's INTU Position: Q2 2026 in Review

Fi3 Financial Advisors opened a new position in Intuit (INTU) in Q2 2026: 14,027 shares worth $1.96M. The stake represents 0.47% of the portfolio and ranks #24 among its holdings. This is a return to the name: Fi3 Financial Advisors previously reported a position in INTU as recently as Q3 2025.

Fi3 Financial Advisors first reported a position in INTU in Q2 2025 and has held it in 3 quarters since. 1,741 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Fi3 Financial Advisors held 14,027 shares of Intuit worth $1.96M as of Q2 2026.
  • Intuit was a new Fi3 Financial Advisors position in Q2 2026.
  • Intuit made up 0.47% of Fi3 Financial Advisors's portfolio in Q2 2026, its #24 holding.
  • Fi3 Financial Advisors first reported a position in Intuit in Q2 2025 and has held it in 3 quarters since.
  • 1,741 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.