Highline Wealth Partners
INTU icon

Highline Wealth Partners’s Intuit INTU Stock Holding History

Highline Wealth 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 		$224K Sell
814
-663
-45% -$208K 0.04% 119
2026
Q2 		$385K Buy
1,477
+892
+152% +$311K 0.08% 82
2026
Q1 		$253K Buy
585
+128
+28% +$61.1K 0.06% 72
2025
Q4 		$303K Sell
457
-57
-11% -$37.7K 0.09% 56
2025
Q3 		$351K Buy
514
+7
+1% +$5.05K 0.09% 82
2025
Q2 		$399K Buy
507
+11
+2% +$7.44K 0.12% 75
2025
Q1 		$304K Buy
496
+11
+2% +$6.61K 0.1% 81
2024
Q4 		$305K Buy
485
+340
+234% +$217K 0.1% 85
2024
Q3 		$89.8K Buy
145
+5
+4% +$3.19K 0.03% 110
2024
Q2 		$92.3K Buy
140
+1
+0.7% +$620 0.03% 112
2024
Q1 		$90.5K Hold
139
– – 0.04% 113
2023
Q4 		$86.9K Hold
139
– – 0.04% 112
2023
Q3 		$70.9K Hold
139
– – 0.04% 107
2023
Q2 		$63.5K Buy
139
+1
+0.7% +$438 0.04% 105
2023
Q1 		$61.7K Buy
138
+1
+0.7% +$411 0.04% 102
2022
Q4 		$53.4K Hold
137
– – 0.04% 108
2022
Q3 		$53K Buy
+137
New +$59.2K 0.04% 97

Other funds holding INTU

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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
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
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Highline Wealth Partners's INTU Position: Q3 2026 in Review

Highline Wealth Partners reduced its Intuit (INTU) stake by 45% in Q3 2026, selling an estimated $208K and leaving 814 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #119.

Highline Wealth Partners first reported a position in INTU in Q3 2022 and has held it in 17 quarters since. The position peaked at $399K in Q2 2025. 922 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Highline Wealth Partners held 814 shares of Intuit worth $224K as of Q3 2026.
  • Highline Wealth Partners sold 663 Intuit shares in Q3 2026, an estimated $208K.
  • Intuit made up 0.04% of Highline Wealth Partners's portfolio in Q3 2026, its #119 holding.
  • Highline Wealth Partners first reported a position in Intuit in Q3 2022 and has held it in 17 quarters since.
  • Highline Wealth Partners's Intuit position peaked at $399K in Q2 2025.
  • 922 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.