Prota Financial
INTU icon

Prota Financial’s Intuit INTU Stock Holding History

Prota Financial’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 		$579K Sell
2,049
-38
-2% -$11.9K 0.37% 48
2026
Q2 		$557K Buy
2,087
+656
+46% +$229K 0.37% 48
2026
Q1 		$619K Buy
1,431
+687
+92% +$328K 0.45% 34
2025
Q4 		$493K Buy
+744
New +$492K 0.36% 42

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return
Wilsey Asset Management
Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Prota Financial's INTU Position: Q3 2026 in Review

Prota Financial reduced its Intuit (INTU) stake by 1.8% in Q3 2026, selling an estimated $11.9K and leaving 2,049 shares worth $579K. The position accounts for 0.37% of the portfolio, ranked #48.

Prota Financial first reported a position in INTU in Q4 2025 and has held it in 4 quarters since. The position peaked at $619K in Q1 2026. 409 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Prota Financial held 2,049 shares of Intuit worth $579K as of Q3 2026.
  • Prota Financial sold 38 Intuit shares in Q3 2026, an estimated $11.9K.
  • Intuit made up 0.37% of Prota Financial's portfolio in Q3 2026, its #48 holding.
  • Prota Financial first reported a position in Intuit in Q4 2025 and has held it in 4 quarters since.
  • Prota Financial's Intuit position peaked at $619K in Q1 2026.
  • 409 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Prota Financial's 13F filing for Q3 2026, filed 8 Oct 2026.