Premier Path Wealth Partners
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Premier Path Wealth Partners’s Intuit INTU Stock Holding History

Premier Path 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 		$491K Sell
1,779
-1,193
-40% -$375K 0.06% 263
2026
Q2 		$776K Sell
2,972
-227
-7% -$79.1K 0.09% 197
2026
Q1 		$1.38M Buy
3,199
+821
+35% +$392K 0.18% 128
2025
Q4 		$1.58M Buy
2,378
+114
+5% +$75.3K 0.2% 103
2025
Q3 		$1.55M Buy
2,264
+28
+1% +$20.2K 0.2% 110
2025
Q2 		$1.76M Buy
2,236
+202
+10% +$137K 0.25% 97
2025
Q1 		$1.25M Buy
2,034
+112
+6% +$67.3K 0.19% 129
2024
Q4 		$1.21M Sell
1,922
-59
-3% -$37.7K 0.18% 130
2024
Q3 		$1.23M Buy
1,981
+24
+1% +$15.3K 0.19% 131
2024
Q2 		$1.29M Buy
1,957
+38
+2% +$23.6K 0.22% 112
2024
Q1 		$1.25M Sell
1,919
-11
-0.6% -$7.02K 0.24% 109
2023
Q4 		$1.18M Buy
+1,930
New +$1.06M 0.26% 96

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Premier Path Wealth Partners's INTU Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its Intuit (INTU) stake by 40% in Q3 2026, selling an estimated $375K and leaving 1,779 shares worth $491K. The position accounts for 0.06% of the portfolio, ranked #263.

Premier Path Wealth Partners first reported a position in INTU in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.76M in Q2 2025. 1,097 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Premier Path Wealth Partners held 1,779 shares of Intuit worth $491K as of Q3 2026.
  • Premier Path Wealth Partners sold 1,193 Intuit shares in Q3 2026, an estimated $375K.
  • Intuit made up 0.06% of Premier Path Wealth Partners's portfolio in Q3 2026, its #263 holding.
  • Premier Path Wealth Partners first reported a position in Intuit in Q4 2023 and has held it in 12 quarters since.
  • Premier Path Wealth Partners's Intuit position peaked at $1.76M in Q2 2025.
  • 1,097 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.