Portfolio Design Labs’s Intuit INTU Stock Holding History

Portfolio Design Labs’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	$269K	Buy	977 +15	+2%	+$4.71K	0.04%	190
2026 Q2	$251K	Buy	962 +17	+2%	+$5.92K	0.04%	199
2026 Q1	$409K	Buy	945 +515	+120%	+$246K	0.07%	177
2025 Q4	$285K	Buy	430 +6	+1%	+$3.96K	0.05%	172
2025 Q3	$290K	Sell	424 -583	-58%	-$420K	0.05%	171
2025 Q2	$793K	Buy	1,007 +612	+155%	+$414K	0.16%	89
2025 Q1	$243K	Sell	395 -821	-68%	-$493K	0.05%	163
2024 Q4	$764K	Buy	1,216 +329	+37%	+$210K	0.16%	114
2024 Q3	$551K	Sell	887 -4,707	-84%	-$3M	0.15%	105
2024 Q2	$3.68M	Buy	5,594 +552	+11%	+$342K	1.14%	22
2024 Q1	$3.28M	Buy	5,042 +1,944	+63%	+$1.24M	1.1%	24
2023 Q4	$1.94M	Buy	+3,098	New	+$1.71M	0.73%	43

Other funds holding INTU

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

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Portfolio Design Labs's INTU Position: Q3 2026 in Review

Portfolio Design Labs increased its Intuit (INTU) stake by 1.6% in Q3 2026, buying an estimated $4.71K and bringing the position to 977 shares worth $269K. The position accounts for 0.04% of the portfolio, ranked #190.

Portfolio Design Labs first reported a position in INTU in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.68M in Q2 2024. 922 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

Portfolio Design Labs held 977 shares of Intuit worth $269K as of Q3 2026.
Portfolio Design Labs bought 15 Intuit shares in Q3 2026, an estimated $4.71K.
Intuit made up 0.04% of Portfolio Design Labs's portfolio in Q3 2026, its #190 holding.
Portfolio Design Labs first reported a position in Intuit in Q4 2023 and has held it in 12 quarters since.
Portfolio Design Labs's Intuit position peaked at $3.68M in Q2 2024.
922 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Portfolio Design Labs's 13F filing for Q3 2026, filed 4 Nov 2026.