SimplyRich
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SimplyRich’s Intuit INTU Stock Holding History

SimplyRich’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 		$262K Buy
+952
New +$299K 0.06% 203

Other funds holding INTU

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

SimplyRich's INTU Position: Q3 2026 in Review

SimplyRich opened a new position in Intuit (INTU) in Q3 2026: 952 shares worth $262K. The stake represents 0.06% of the portfolio and ranks #203 among its holdings.

915 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • SimplyRich held 952 shares of Intuit worth $262K as of Q3 2026.
  • Intuit was a new SimplyRich position in Q3 2026.
  • Intuit made up 0.06% of SimplyRich's portfolio in Q3 2026, its #203 holding.
  • 915 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on SimplyRich's 13F filing for Q3 2026, filed 6 Nov 2026.