Physician Wealth Advisors’s Intuit INTU Stock Holding History

Physician Wealth Advisors’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	$126K	Buy	457 +113	+33%	+$35.5K	0.01%	291
2026 Q2	$89.7K	Buy	344 +53	+18%	+$18.5K	0.01%	328
2026 Q1	$126K	Sell	291 -45	-13%	-$21.5K	0.02%	244
2025 Q4	$223K	Buy	336 +31	+10%	+$20.5K	0.03%	185
2025 Q3	$208K	Sell	305 -1	-0.3%	-$721	0.03%	191
2025 Q2	$241K	Buy	306 +2	+0.7%	+$1.35K	0.04%	158
2025 Q1	$187K	Sell	304 -19	-6%	-$11.4K	0.03%	191
2024 Q4	$203K	Buy	+323	New	+$206K	0.03%	180
2024 Q3	–	Sell	-318	Closed	-$212K	–	188
2024 Q2	$212K	Buy	+318	New	+$197K	0.04%	173

Other funds holding INTU

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Physician Wealth Advisors's INTU Position: Q3 2026 in Review

Physician Wealth Advisors increased its Intuit (INTU) stake by 33% in Q3 2026, buying an estimated $35.5K and bringing the position to 457 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #291.

Physician Wealth Advisors first reported a position in INTU in Q2 2024 and has held it in 9 quarters since. The position peaked at $241K in Q2 2025. 1,475 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

Physician Wealth Advisors held 457 shares of Intuit worth $126K as of Q3 2026.
Physician Wealth Advisors bought 113 Intuit shares in Q3 2026, an estimated $35.5K.
Intuit made up 0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #291 holding.
Physician Wealth Advisors first reported a position in Intuit in Q2 2024 and has held it in 9 quarters since.
Physician Wealth Advisors's Intuit position peaked at $241K in Q2 2025.
1,475 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.