Mosley Wealth Management
INTU icon

Mosley Wealth Management’s Intuit INTU Stock Holding History

Mosley 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 		$541K Buy
1,640
+614
+60% +$193K 0.16% 98
2026
Q2 		$268K Buy
1,026
+992
+2,918% +$346K 0.09% 139
2026
Q1 		$23.2K Buy
+34
New +$16.2K 0.01% 246

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

Mosley Wealth Management increased its Intuit (INTU) stake by 60% in Q3 2026, buying an estimated $193K and bringing the position to 1,640 shares worth $541K. The position accounts for 0.16% of the portfolio, ranked #98.

Mosley Wealth Management first reported a position in INTU in Q1 2026 and has held it in 3 quarters since. 922 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Mosley Wealth Management held 1,640 shares of Intuit worth $541K as of Q3 2026.
  • Mosley Wealth Management bought 614 Intuit shares in Q3 2026, an estimated $193K.
  • Intuit made up 0.16% of Mosley Wealth Management's portfolio in Q3 2026, its #98 holding.
  • Mosley Wealth Management first reported a position in Intuit in Q1 2026 and has held it in 3 quarters since.
  • 922 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.