Hohimer Wealth Management
INTU icon

Hohimer Wealth Management’s Intuit INTU Stock Holding History

Hohimer 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 		– Sell
-7,060
Closed -$1.84M – 408
2026
Q2 		$1.84M Sell
7,060
-1,986
-22% -$692K 0.18% 138
2026
Q1 		$3.91M Buy
9,046
+3,231
+56% +$1.54M 0.46% 65
2025
Q4 		$3.85M Sell
5,815
-129
-2% -$85.2K 0.52% 62
2025
Q3 		$4.06M Sell
5,944
-973
-14% -$701K 0.57% 53
2025
Q2 		$5.45M Sell
6,917
-179
-3% -$121K 0.97% 23
2025
Q1 		$4.36M Buy
+7,096
New +$4.26M 0.85% 34
2024
Q2 		– Sell
-1,164
Closed -$757K – 238
2024
Q1 		$757K Sell
1,164
-652
-36% -$416K 0.18% 136
2023
Q4 		$1.14M Buy
1,816
+17
+0.9% +$9.38K 0.29% 98
2023
Q3 		$919K Buy
1,799
+23
+1% +$11.6K 0.26% 104
2023
Q2 		$814K Sell
1,776
-55
-3% -$24.1K 0.22% 119
2023
Q1 		$816K Buy
1,831
+426
+30% +$175K 0.24% 112
2022
Q4 		$547K Buy
+1,405
New +$557K 0.17% 113
2020
Q4 		– Sell
-2,766
Closed -$927K – 202
2020
Q3 		$927K Sell
2,766
-2
-0.1% -$626 0.26% 111
2020
Q2 		$820K Buy
2,768
+2
+0.1% +$549 0.28% 118
2020
Q1 		$752K Hold
2,766
– – 0.32% 116
2019
Q4 		$724K Buy
+2,766
New +$723K 0.25% 147

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 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

Hohimer Wealth Management's INTU Position: Q3 2026 in Review

Hohimer Wealth Management sold out of Intuit (INTU) in Q3 2026, closing a stake of 7,060 shares — an estimated $1.84M sold.

Hohimer Wealth Management first reported a position in INTU in Q4 2019 and held it in 16 quarters. The position peaked at $5.45M in Q2 2025. 1,003 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Hohimer Wealth Management reported no remaining Intuit position as of Q3 2026 after selling out during the quarter.
  • Hohimer Wealth Management sold 7,060 Intuit shares in Q3 2026, an estimated $1.84M.
  • Hohimer Wealth Management first reported a position in Intuit in Q4 2019 and held it in 16 quarters.
  • Hohimer Wealth Management's Intuit position peaked at $5.45M in Q2 2025.
  • 1,003 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Hohimer Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.