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Gilpin Wealth Management’s Intuit INTU Stock Holding History

Gilpin 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 		$1.66K Hold
6
– – ﹤0.01% 626
2026
Q2 		$1.57K Sell
6
-2
-25% -$697 ﹤0.01% 456
2026
Q1 		$3.46K Buy
8
+2
+33% +$954 ﹤0.01% 380
2025
Q4 		$3.98K Buy
+6
New +$3.96K ﹤0.01% 355

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

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

Gilpin Wealth Management held its Intuit (INTU) position steady in Q3 2026 at 6 shares worth $1.66K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

Gilpin Wealth Management first reported a position in INTU in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.98K in Q4 2025. 76 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Gilpin Wealth Management held 6 shares of Intuit worth $1.66K as of Q3 2026.
  • Gilpin Wealth Management left its Intuit share count unchanged in Q3 2026.
  • Intuit made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #626 holding.
  • Gilpin Wealth Management first reported a position in Intuit in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Intuit position peaked at $3.98K in Q4 2025.
  • 76 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.