Gratus Wealth Advisors’s Intuit INTU Stock Holding History

Gratus 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	$335K	Sell	1,215 -46	-4%	-$14.5K	0.04%	108
2026 Q2	$329K	Sell	1,261 -13	-1%	-$4.53K	0.04%	111
2026 Q1	$551K	Sell	1,274 -33	-3%	-$15.7K	0.08%	82
2025 Q4	$866K	Sell	1,307 -90	-6%	-$59.5K	0.12%	65
2025 Q3	$954K	Hold	1,397	–	–	0.13%	62
2025 Q2	$1.1M	Hold	1,397	–	–	0.17%	56
2025 Q1	$858K	Sell	1,397 -14	-1%	-$8.41K	0.14%	65
2024 Q4	$887K	Hold	1,411	–	–	0.14%	66
2024 Q3	$850K	Hold	1,411	–	–	0.14%	71
2024 Q2	$898K	Hold	1,411	–	–	0.15%	63
2024 Q1	$858K	Hold	1,411	–	–	0.16%	64
2023 Q4	$882K	Buy	+1,411	New	+$778K	0.17%	60

Other funds holding INTU

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

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Gratus Wealth Advisors's INTU Position: Q3 2026 in Review

Gratus Wealth Advisors reduced its Intuit (INTU) stake by 3.6% in Q3 2026, selling an estimated $14.5K and leaving 1,215 shares worth $335K. The position accounts for 0.04% of the portfolio, ranked #108.

Gratus Wealth Advisors first reported a position in INTU in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.1M in Q2 2025. 1,097 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

Gratus Wealth Advisors held 1,215 shares of Intuit worth $335K as of Q3 2026.
Gratus Wealth Advisors sold 46 Intuit shares in Q3 2026, an estimated $14.5K.
Intuit made up 0.04% of Gratus Wealth Advisors's portfolio in Q3 2026, its #108 holding.
Gratus Wealth Advisors first reported a position in Intuit in Q4 2023 and has held it in 12 quarters since.
Gratus Wealth Advisors's Intuit position peaked at $1.1M in Q2 2025.
1,097 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Gratus Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.