Sendero Wealth Management
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Sendero Wealth Management’s Intuit INTU Stock Holding History

Sendero Wealth Management’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 		$1.05M Buy
3,808
+332
+10% +$104K 0.1% 123
2026
Q2 		$907K Sell
3,476
-8,369
-71% -$2.92M 0.09% 132
2026
Q1 		$5.12M Sell
11,845
-25
-0.2% -$11.9K 0.57% 30
2025
Q4 		$7.86M Sell
11,870
-1,582
-12% -$1.05M 0.87% 23
2025
Q3 		$9.19M Buy
13,452
+465
+4% +$335K 1.08% 17
2025
Q2 		$10.2M Sell
12,987
-1
-0% -$677 1.28% 15
2025
Q1 		$7.97M Buy
12,988
+5,253
+68% +$3.15M 1.11% 22
2024
Q4 		$4.86M Sell
7,735
-620
-7% -$396K 0.72% 33
2024
Q3 		$5.19M Buy
8,355
+223
+3% +$142K 0.82% 27
2024
Q2 		$5.34M Sell
8,132
-558
-6% -$346K 0.9% 25
2024
Q1 		$5.65M Sell
8,690
-847
-9% -$541K 0.97% 23
2023
Q4 		$5.96M Buy
9,537
+127
+1% +$70.1K 1.12% 19
2023
Q3 		$4.81M Buy
9,410
+331
+4% +$167K 1.03% 19
2023
Q2 		$4.16M Buy
9,079
+846
+10% +$370K 0.91% 20
2023
Q1 		$3.67M Buy
8,233
+1,182
+17% +$485K 1.12% 12
2022
Q4 		$2.74M Buy
7,051
+2,292
+48% +$909K 0.98% 12
2022
Q3 		$1.84M Sell
4,759
-39,629
-89% -$17.1M 0.77% 19
2022
Q2 		$1.35M Buy
44,388
+41,664
+1,530% +$17.3M 1.29% 20
2022
Q1 		$1.31M Sell
2,724
-1,416
-34% -$725K 0.6% 23
2021
Q4 		$2.66M Buy
+4,140
New +$2.56M 1.18% 14

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

Sendero Wealth Management's INTU Position: Q3 2026 in Review

Sendero Wealth Management increased its Intuit (INTU) stake by 9.6% in Q3 2026, buying an estimated $104K and bringing the position to 3,808 shares worth $1.05M. The position accounts for 0.1% of the portfolio, ranked #123.

Sendero Wealth Management first reported a position in INTU in Q4 2021 and has held it in 20 quarters since. The position peaked at $10.2M in Q2 2025. 1,097 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Sendero Wealth Management held 3,808 shares of Intuit worth $1.05M as of Q3 2026.
  • Sendero Wealth Management bought 332 Intuit shares in Q3 2026, an estimated $104K.
  • Intuit made up 0.1% of Sendero Wealth Management's portfolio in Q3 2026, its #123 holding.
  • Sendero Wealth Management first reported a position in Intuit in Q4 2021 and has held it in 20 quarters since.
  • Sendero Wealth Management's Intuit position peaked at $10.2M in Q2 2025.
  • 1,097 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.