Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$3.47M Buy
+12,573
New +$3.95M 0.32% 91
2024
Q4
– Sell
-3,379
Closed -$2.1M – 470
2024
Q3
$2.1M Buy
+3,379
New +$2.16M 0.68% 12
2022
Q2
– Sell
-1,528
Closed -$735K – 289
2022
Q1
$735K Buy
1,528
+598
+64% +$306K 0.39% 72
2021
Q4
$598K Buy
+930
New +$574K 0.46% 62

Other funds holding INTU

Oak Thistle LLC's INTU Position: Q3 2026 in Review

Oak Thistle LLC opened a new position in Intuit (INTU) in Q3 2026: 12,573 shares worth $3.47M. The stake represents 0.32% of the portfolio and ranks #91 among its holdings. This is a return to the name: Oak Thistle LLC previously reported a position in INTU as recently as Q3 2024.

Oak Thistle LLC first reported a position in INTU in Q4 2021 and has held it in 4 quarters since. 573 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Oak Thistle LLC held 12,573 shares of Intuit worth $3.47M as of Q3 2026.
  • Intuit was a new Oak Thistle LLC position in Q3 2026.
  • Intuit made up 0.32% of Oak Thistle LLC's portfolio in Q3 2026, its #91 holding.
  • Oak Thistle LLC first reported a position in Intuit in Q4 2021 and has held it in 4 quarters since.
  • 573 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Oak Thistle LLC's 13F filing for Q3 2026, filed 21 Oct 2026.