GA
INTU icon

GoalVest Advisory’s Intuit INTU Stock Holding History

GoalVest Advisory’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 		$4.14K Buy
15
+5
+50% +$1.57K ﹤0.01% 589
2026
Q2 		$2.61K Hold
10
– – ﹤0.01% 434
2026
Q1 		$4.32K Hold
10
– – ﹤0.01% 398
2025
Q4 		$6.62K Hold
10
– – ﹤0.01% 451
2025
Q3 		$6.83K Buy
+10
New +$7.21K ﹤0.01% 351
2025
Q2 		– Sell
-3
Closed -$1.84K – 446
2025
Q1 		$1.84K Buy
+3
New +$1.8K ﹤0.01% 311
2023
Q4 		– Sell
-1
Closed -$511 – 429
2023
Q3 		$511 Buy
+1
New +$506 ﹤0.01% 457
2023
Q1 		– Sell
-7
Closed -$2.73K – 276
2022
Q4 		$2.73K Sell
7
-14
-67% -$5.55K ﹤0.01% 212
2022
Q3 		$8K Sell
21
-842
-98% -$364K 0.01% 197
2022
Q2 		$345K Buy
863
+422
+96% +$175K 0.22% 102
2022
Q1 		$212K Buy
+441
New +$226K 0.12% 107

Other funds holding INTU

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
GPI
General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM

GoalVest Advisory's INTU Position: Q3 2026 in Review

GoalVest Advisory increased its Intuit (INTU) stake by 50% in Q3 2026, buying an estimated $1.57K and bringing the position to 15 shares worth $4.14K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

GoalVest Advisory first reported a position in INTU in Q1 2022 and has held it in 11 quarters since. The position peaked at $345K in Q2 2022. 11 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • GoalVest Advisory held 15 shares of Intuit worth $4.14K as of Q3 2026.
  • GoalVest Advisory bought 5 Intuit shares in Q3 2026, an estimated $1.57K.
  • Intuit made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #589 holding.
  • GoalVest Advisory first reported a position in Intuit in Q1 2022 and has held it in 11 quarters since.
  • GoalVest Advisory's Intuit position peaked at $345K in Q2 2022.
  • 11 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.