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Polaris Financial Partners’s Intuit INTU Stock Holding History

Polaris Financial Partners’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 		$3K Buy
+9
New +$2.83K ﹤0.01% 331

Other funds holding INTU

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
GPI
General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Polaris Financial Partners's INTU Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Intuit (INTU) in Q3 2026: 9 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #331 among its holdings.

11 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Polaris Financial Partners held 9 shares of Intuit worth $3K as of Q3 2026.
  • Intuit was a new Polaris Financial Partners position in Q3 2026.
  • Intuit made up ﹤0.01% of Polaris Financial Partners's portfolio in Q3 2026, its #331 holding.
  • 11 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.