Forvis Mazars Wealth Advisors
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Forvis Mazars Wealth Advisors’s Intuit INTU Stock Holding History

Forvis Mazars Wealth Advisors’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 		$939K Buy
3,405
+42
+1% +$13.2K 0.02% 232
2026
Q2 		$878K Sell
3,363
-126
-4% -$43.9K 0.01% 239
2026
Q1 		$1.51M Buy
3,489
+45
+1% +$21.5K 0.03% 176
2025
Q4 		$2.28M Buy
3,444
+33
+1% +$21.8K 0.04% 148
2025
Q3 		$2.33M Buy
3,411
+15
+0.4% +$10.8K 0.05% 142
2025
Q2 		$2.67M Sell
3,396
-63
-2% -$42.6K 0.06% 135
2025
Q1 		$2.12M Sell
3,459
-1
-0% -$601 0.05% 147
2024
Q4 		$2.17M Buy
3,460
+39
+1% +$24.9K 0.05% 156
2024
Q3 		$2.12M Sell
3,421
-4
-0.1% -$2.55K 0.05% 160
2024
Q2 		$2.25M Hold
3,425
– – 0.06% 148
2024
Q1 		$2.23M Sell
3,425
-24
-0.7% -$15.3K 0.06% 153
2023
Q4 		$2.16M Sell
3,449
-62
-2% -$34.2K 0.06% 147
2023
Q3 		$1.79M Buy
3,511
+3
+0.1% +$1.52K 0.05% 157
2023
Q2 		$1.61M Buy
+3,508
New +$1.54M 0.05% 181
2021
Q1 		– Sell
-861
Closed -$327K – 320
2020
Q4 		$327K Buy
861
+2
+0.2% +$702 0.02% 281
2020
Q3 		$280K Buy
859
+48
+6% +$15K 0.02% 261
2020
Q2 		$240K Buy
+811
New +$222K 0.02% 273
2020
Q1 		– Sell
-1,015
Closed -$266K – 296
2019
Q4 		$266K Buy
+1,015
New +$265K 0.02% 248

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Forvis Mazars Wealth Advisors's INTU Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors increased its Intuit (INTU) stake by 1.2% in Q3 2026, buying an estimated $13.2K and bringing the position to 3,405 shares worth $939K. The position accounts for 0.02% of the portfolio, ranked #232.

Forvis Mazars Wealth Advisors first reported a position in INTU in Q4 2019 and has held it in 18 quarters since. The position peaked at $2.67M in Q2 2025. 922 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Forvis Mazars Wealth Advisors held 3,405 shares of Intuit worth $939K as of Q3 2026.
  • Forvis Mazars Wealth Advisors bought 42 Intuit shares in Q3 2026, an estimated $13.2K.
  • Intuit made up 0.02% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #232 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Intuit in Q4 2019 and has held it in 18 quarters since.
  • Forvis Mazars Wealth Advisors's Intuit position peaked at $2.67M in Q2 2025.
  • 922 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.