Guardian Partners
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Guardian Partners’s Intuit INTU Stock Holding History

Guardian 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 		$1.6M Buy
5,819
+260
+5% +$81.7K 0.14% 101
2026
Q2 		$1.45M Buy
5,559
+130
+2% +$45.3K 0.13% 93
2026
Q1 		$2.35M Sell
5,429
-16
-0.3% -$7.63K 0.2% 84
2025
Q4 		$2.42M Buy
5,445
+478
+10% +$316K 0.19% 87
2025
Q3 		$3.38M Buy
4,967
+62
+1% +$44.7K 0.29% 72
2025
Q2 		$3.77M Buy
4,905
+85
+2% +$57.5K 0.34% 73
2025
Q1 		$2.87M Buy
4,820
+90
+2% +$54K 0.3% 78
2024
Q4 		$2.96M Buy
+4,730
New +$3.02M 0.3% 77

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return
Wilsey Asset Management
Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Guardian Partners's INTU Position: Q3 2026 in Review

Guardian Partners increased its Intuit (INTU) stake by 4.7% in Q3 2026, buying an estimated $81.7K and bringing the position to 5,819 shares worth $1.6M. The position accounts for 0.14% of the portfolio, ranked #101.

Guardian Partners first reported a position in INTU in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.77M in Q2 2025. 534 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Guardian Partners held 5,819 shares of Intuit worth $1.6M as of Q3 2026.
  • Guardian Partners bought 260 Intuit shares in Q3 2026, an estimated $81.7K.
  • Intuit made up 0.14% of Guardian Partners's portfolio in Q3 2026, its #101 holding.
  • Guardian Partners first reported a position in Intuit in Q4 2024 and has held it in 8 quarters since.
  • Guardian Partners's Intuit position peaked at $3.77M in Q2 2025.
  • 534 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.