Precedent Wealth Partners
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Precedent Wealth Partners’s Intuit INTU Stock Holding History

Precedent Wealth 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 		$1.53M Buy
5,539
+2,681
+94% +$842K 0.23% 107
2026
Q2 		$746K Sell
2,858
-4
-0.1% -$1.39K 0.12% 124
2026
Q1 		$1.24M Buy
2,862
+505
+21% +$241K 0.25% 103
2025
Q4 		$1.56M Buy
2,357
+247
+12% +$163K 0.33% 91
2025
Q3 		$1.44M Buy
2,110
+251
+14% +$181K 0.32% 86
2025
Q2 		$1.46M Buy
1,859
+373
+25% +$252K 0.36% 80
2025
Q1 		$913K Buy
1,486
+523
+54% +$314K 0.25% 101
2024
Q4 		$605K Buy
963
+91
+10% +$58.1K 0.2% 111
2024
Q3 		$542K Buy
872
+360
+70% +$230K 0.18% 108
2024
Q2 		$337K Buy
+512
New +$318K 0.14% 115

Other funds holding INTU

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Precedent Wealth Partners's INTU Position: Q3 2026 in Review

Precedent Wealth Partners increased its Intuit (INTU) stake by 94% in Q3 2026, buying an estimated $842K and bringing the position to 5,539 shares worth $1.53M. The position accounts for 0.23% of the portfolio, ranked #107.

Precedent Wealth Partners first reported a position in INTU in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.56M in Q4 2025. 1,028 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Precedent Wealth Partners held 5,539 shares of Intuit worth $1.53M as of Q3 2026.
  • Precedent Wealth Partners bought 2,681 Intuit shares in Q3 2026, an estimated $842K.
  • Intuit made up 0.23% of Precedent Wealth Partners's portfolio in Q3 2026, its #107 holding.
  • Precedent Wealth Partners first reported a position in Intuit in Q2 2024 and has held it in 10 quarters since.
  • Precedent Wealth Partners's Intuit position peaked at $1.56M in Q4 2025.
  • 1,028 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.