Great Diamond Partners
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Great Diamond Partners’s Intuit INTU Stock Holding History

Great Diamond Partners’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 		– Sell
-1,650
Closed -$431K – 249
2026
Q2 		$431K Sell
1,650
-39
-2% -$13.6K 0.07% 182
2026
Q1 		$730K Sell
1,689
-573
-25% -$273K 0.14% 131
2025
Q4 		$1.5M Buy
2,262
+35
+2% +$23.1K 0.29% 87
2025
Q3 		$1.52M Buy
2,227
+310
+16% +$223K 0.3% 86
2025
Q2 		$1.51M Buy
1,917
+1,563
+442% +$1.06M 0.32% 80
2025
Q1 		$217K Sell
354
-273
-44% -$164K 0.06% 162
2024
Q4 		$394K Buy
627
+17
+3% +$10.9K 0.1% 125
2024
Q3 		$379K Buy
610
+1
+0.2% +$638 0.1% 131
2024
Q2 		$400K Sell
609
-82
-12% -$50.9K 0.09% 142
2024
Q1 		$449K Sell
691
-18
-3% -$11.5K 0.1% 139
2023
Q4 		$443K Buy
709
+2
+0.3% +$1.1K 0.11% 142
2023
Q3 		$361K Sell
707
-5
-0.7% -$2.53K 0.1% 153
2023
Q2 		$326K Buy
712
+44
+7% +$19.3K 0.09% 165
2023
Q1 		$298K Sell
668
-25
-4% -$10.3K 0.09% 172
2022
Q4 		$270K Buy
693
+7
+1% +$2.78K 0.08% 172
2022
Q3 		$265K Buy
686
+18
+3% +$7.78K 0.09% 165
2022
Q2 		$257K Sell
668
-25
-4% -$10.4K 0.09% 179
2022
Q1 		$333K Sell
693
-199
-22% -$102K 0.09% 161
2021
Q4 		$573K Sell
892
-30
-3% -$18.5K 0.15% 121
2021
Q3 		$497K Sell
922
-18
-2% -$9.7K 0.14% 120
2021
Q2 		$460K Buy
940
+18
+2% +$7.8K 0.13% 128
2021
Q1 		$353K Buy
922
+3
+0.3% +$1.16K 0.11% 137
2020
Q4 		$349K Hold
919
– – 0.11% 125
2020
Q3 		$299K Hold
919
– – 0.11% 124
2020
Q2 		$272K Hold
919
– – 0.11% 120
2020
Q1 		$211K Hold
919
– – 0.11% 123
2019
Q4 		$240K Buy
+919
New +$240K 0.09% 137

Other funds holding INTU

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Great Diamond Partners's INTU Position: Q3 2026 in Review

Great Diamond Partners sold out of Intuit (INTU) in Q3 2026, closing a stake of 1,650 shares — an estimated $431K sold.

Great Diamond Partners first reported a position in INTU in Q4 2019 and held it in 27 quarters. The position peaked at $1.52M in Q3 2025. 1,097 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Great Diamond Partners reported no remaining Intuit position as of Q3 2026 after selling out during the quarter.
  • Great Diamond Partners sold 1,650 Intuit shares in Q3 2026, an estimated $431K.
  • Great Diamond Partners first reported a position in Intuit in Q4 2019 and held it in 27 quarters.
  • Great Diamond Partners's Intuit position peaked at $1.52M in Q3 2025.
  • 1,097 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.