Optivise Advisory Services’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
Other funds holding INTU
Optivise Advisory Services's INTU Position: Q3 2026 in Review
Optivise Advisory Services opened a new position in Intuit (INTU) in Q3 2026: 785 shares worth $216K. The stake represents 0.11% of the portfolio and ranks #206 among its holdings. This is a return to the name: Optivise Advisory Services previously reported a position in INTU as recently as Q3 2025.
Optivise Advisory Services first reported a position in INTU in Q1 2025 and has held it in 4 quarters since. The position peaked at $272K in Q2 2025. 1,097 funds tracked by Wall St. Rank hold INTU as of Q3 2026.
- Optivise Advisory Services held 785 shares of Intuit worth $216K as of Q3 2026.
- Intuit was a new Optivise Advisory Services position in Q3 2026.
- Intuit made up 0.11% of Optivise Advisory Services's portfolio in Q3 2026, its #206 holding.
- Optivise Advisory Services first reported a position in Intuit in Q1 2025 and has held it in 4 quarters since.
- Optivise Advisory Services's Intuit position peaked at $272K in Q2 2025.
- 1,097 funds tracked by Wall St. Rank held Intuit as of Q3 2026.
Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.