LeConte Wealth Management
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LeConte Wealth Management’s Intuit INTU Stock Holding History

LeConte 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 		$274K Buy
+995
New +$313K 0.15% 129
2026
Q1 		– Sell
-375
Closed -$248K – 158
2025
Q4 		$248K Buy
+375
New +$248K 0.16% 99
2025
Q3 		– Sell
-267
Closed -$210K – 136
2025
Q2 		$210K Buy
+267
New +$181K 0.14% 96

Other funds holding INTU

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 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

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

LeConte Wealth Management opened a new position in Intuit (INTU) in Q3 2026: 995 shares worth $274K. The stake represents 0.15% of the portfolio and ranks #129 among its holdings. This is a return to the name: LeConte Wealth Management previously reported a position in INTU as recently as Q4 2025.

LeConte Wealth Management first reported a position in INTU in Q2 2025 and has held it in 3 quarters since. 1,278 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • LeConte Wealth Management held 995 shares of Intuit worth $274K as of Q3 2026.
  • Intuit was a new LeConte Wealth Management position in Q3 2026.
  • Intuit made up 0.15% of LeConte Wealth Management's portfolio in Q3 2026, its #129 holding.
  • LeConte Wealth Management first reported a position in Intuit in Q2 2025 and has held it in 3 quarters since.
  • 1,278 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.