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LifeGoal Wealth Advisors’s Intuit INTU Stock Holding History

LifeGoal Wealth Advisors’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 		$545K Buy
1,975
+173
+10% +$54.4K 0.17% 79
2026
Q2 		$470K Buy
1,802
+12
+0.7% +$4.18K 0.22% 70
2026
Q1 		$762K Buy
+1,790
New +$854K 0.44% 38

Other funds holding INTU

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

LifeGoal Wealth Advisors's INTU Position: Q3 2026 in Review

LifeGoal Wealth Advisors increased its Intuit (INTU) stake by 9.6% in Q3 2026, buying an estimated $54.4K and bringing the position to 1,975 shares worth $545K. The position accounts for 0.17% of the portfolio, ranked #79.

LifeGoal Wealth Advisors first reported a position in INTU in Q1 2026 and has held it in 3 quarters since. The position peaked at $762K in Q1 2026. 76 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • LifeGoal Wealth Advisors held 1,975 shares of Intuit worth $545K as of Q3 2026.
  • LifeGoal Wealth Advisors bought 173 Intuit shares in Q3 2026, an estimated $54.4K.
  • Intuit made up 0.17% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #79 holding.
  • LifeGoal Wealth Advisors first reported a position in Intuit in Q1 2026 and has held it in 3 quarters since.
  • LifeGoal Wealth Advisors's Intuit position peaked at $762K in Q1 2026.
  • 76 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.