Grant Private Wealth Management’s Intuit INTU Stock Holding History

Grant Private 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	$1.58M	Buy	5,742 +1,508	+36%	+$474K	0.71%	27
2026 Q2	$1.11M	Buy	4,234 +39	+0.9%	+$13.6K	0.47%	41
2026 Q1	$1.81M	Buy	4,195 +1,480	+55%	+$706K	0.96%	18
2025 Q4	$1.8M	Sell	2,715 -4	-0.1%	-$2.64K	1.09%	19
2025 Q3	$1.86M	Buy	+2,719	New	+$1.96M	1.15%	19
2025 Q2	–	Sell	-2,804	Closed	-$1.72M	–	102
2025 Q1	$1.72M	Sell	2,804 -128	-4%	-$76.9K	1.85%	14
2024 Q4	$1.84M	Buy	+2,932	New	+$1.87M	1.99%	11

Other funds holding INTU

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Grant Private Wealth Management's INTU Position: Q3 2026 in Review

Grant Private Wealth Management increased its Intuit (INTU) stake by 36% in Q3 2026, buying an estimated $474K and bringing the position to 5,742 shares worth $1.58M. The position accounts for 0.71% of the portfolio, ranked #27.

Grant Private Wealth Management first reported a position in INTU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.86M in Q3 2025. 922 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

Grant Private Wealth Management held 5,742 shares of Intuit worth $1.58M as of Q3 2026.
Grant Private Wealth Management bought 1,508 Intuit shares in Q3 2026, an estimated $474K.
Intuit made up 0.71% of Grant Private Wealth Management's portfolio in Q3 2026, its #27 holding.
Grant Private Wealth Management first reported a position in Intuit in Q4 2024 and has held it in 7 quarters since.
Grant Private Wealth Management's Intuit position peaked at $1.86M in Q3 2025.
922 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Grant Private Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.