Mather Group’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$872K Buy
3,164
+1,696
+116% +$533K 0.01% 409
2026
Q2
$383K Sell
1,468
-1,626
-53% -$566K ﹤0.01% 602
2026
Q1
$1.34M Sell
3,094
-2,462
-44% -$1.17M 0.01% 284
2025
Q4
$3.68M Sell
5,556
-181
-3% -$120K 0.04% 147
2025
Q3
$3.92M Buy
5,737
+133
+2% +$95.9K 0.04% 140
2025
Q2
$4.41M Sell
5,604
-157
-3% -$106K 0.05% 126
2025
Q1
$3.54M Buy
5,761
+2,705
+89% +$1.62M 0.04% 137
2024
Q4
$1.92M Buy
3,056
+216
+8% +$138K 0.02% 166
2024
Q3
$1.76M Sell
2,840
-158
-5% -$101K 0.02% 176
2024
Q2
$1.95M Buy
2,998
+399
+15% +$247K 0.02% 183
2024
Q1
$1.62M Sell
2,599
-130
-5% -$83K 0.03% 170
2023
Q4
$1.71M Hold
2,729
– – 0.03% 168
2023
Q3
$1.39M Hold
2,729
– – 0.02% 176
2023
Q2
$1.25M Sell
2,729
-180
-6% -$78.8K 0.02% 198
2023
Q1
$1.3M Buy
2,909
+159
+6% +$65.3K 0.02% 184
2022
Q4
$1.07M Buy
2,750
+130
+5% +$51.6K 0.02% 199
2022
Q3
$1.01M Sell
2,620
-48
-2% -$20.7K 0.02% 195
2022
Q2
$1.03M Buy
2,668
+115
+5% +$47.6K 0.02% 178
2022
Q1
$1.23M Buy
2,553
+744
+41% +$381K 0.02% 149
2021
Q4
$1.16M Buy
1,809
+728
+67% +$449K 0.02% 138
2021
Q3
$583K Sell
1,081
-80
-7% -$43.1K 0.01% 157
2021
Q2
$569K Sell
1,161
-82
-7% -$35.6K 0.01% 151
2021
Q1
$476K Sell
1,243
-156
-11% -$60.1K 0.01% 153
2020
Q4
$531K Buy
1,399
+117
+9% +$41.1K 0.02% 132
2020
Q3
$418K Buy
1,282
+278
+28% +$87K 0.02% 151
2020
Q2
$297K Buy
+1,004
New +$275K 0.01% 171
2020
Q1
– Sell
-778
Closed -$204K – 161
2019
Q4
$204K Buy
+778
New +$203K 0.01% 169

Other funds holding INTU

Mather Group's INTU Position: Q3 2026 in Review

Mather Group increased its Intuit (INTU) stake by 116% in Q3 2026, buying an estimated $533K and bringing the position to 3,164 shares worth $872K. The position accounts for 0.01% of the portfolio, ranked #409.

Mather Group first reported a position in INTU in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.41M in Q2 2025. 410 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Mather Group held 3,164 shares of Intuit worth $872K as of Q3 2026.
  • Mather Group bought 1,696 Intuit shares in Q3 2026, an estimated $533K.
  • Intuit made up 0.01% of Mather Group's portfolio in Q3 2026, its #409 holding.
  • Mather Group first reported a position in Intuit in Q4 2019 and has held it in 27 quarters since.
  • Mather Group's Intuit position peaked at $4.41M in Q2 2025.
  • 410 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.