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M.E. Allison & Co’s Intuit INTU Stock Holding History

M.E. Allison & Co’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
-1,066
Closed -$278K – 195
2026
Q2 		$278K Buy
1,066
+230
+28% +$80.1K 0.16% 156
2026
Q1 		$361K Buy
+836
New +$399K 0.24% 112

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

M.E. Allison & Co's INTU Position: Q3 2026 in Review

M.E. Allison & Co sold out of Intuit (INTU) in Q3 2026, closing a stake of 1,066 shares — an estimated $278K sold.

M.E. Allison & Co first reported a position in INTU in Q1 2026 and held it in 2 quarters. The position peaked at $361K in Q1 2026. 327 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • M.E. Allison & Co reported no remaining Intuit position as of Q3 2026 after selling out during the quarter.
  • M.E. Allison & Co sold 1,066 Intuit shares in Q3 2026, an estimated $278K.
  • M.E. Allison & Co first reported a position in Intuit in Q1 2026 and held it in 2 quarters.
  • M.E. Allison & Co's Intuit position peaked at $361K in Q1 2026.
  • 327 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on M.E. Allison & Co's 13F filing for Q3 2026, filed 9 Oct 2026.