Spire Wealth Management
INTU icon

Spire Wealth Management’s Intuit INTU Stock Holding History

Spire 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 		$161K Sell
583
-39
-6% -$12.3K ﹤0.01% 818
2026
Q2 		$162K Sell
622
-626
-50% -$218K ﹤0.01% 846
2026
Q1 		$540K Sell
1,248
-3,117
-71% -$1.49M 0.02% 523
2025
Q4 		$2.89M Buy
4,365
+116
+3% +$76.7K 0.1% 184
2025
Q3 		$2.9M Sell
4,249
-5,352
-56% -$3.86M 0.1% 176
2025
Q2 		$7.4M Buy
9,601
+4,495
+88% +$3.04M 0.27% 76
2025
Q1 		$3.14M Sell
5,106
-227
-4% -$136K 0.1% 188
2024
Q4 		$3.35M Buy
5,333
+795
+18% +$508K 0.1% 169
2024
Q3 		$2.82M Buy
4,538
+656
+17% +$419K 0.1% 174
2024
Q2 		$2.55M Buy
3,882
+187
+5% +$116K 0.09% 191
2024
Q1 		$2.4M Buy
3,695
+640
+21% +$409K 0.04% 224
2023
Q4 		$1.9M Buy
3,055
+611
+25% +$337K 0.06% 249
2023
Q3 		$1.25M Sell
2,444
-5,954
-71% -$3.01M 0.05% 287
2023
Q2 		$3.85M Buy
8,398
+395
+5% +$173K 0.14% 137
2023
Q1 		$3.57M Buy
8,003
+6,815
+574% +$2.8M 0.14% 142
2022
Q4 		$462K Buy
1,188
+19
+2% +$7.54K 0.03% 370
2022
Q3 		$453K Sell
1,169
-178
-13% -$76.9K 0.03% 347
2022
Q2 		$519K Sell
1,347
-653
-33% -$270K 0.02% 461
2022
Q1 		$962K Sell
2,000
-202
-9% -$103K 0.03% 398
2021
Q4 		$1.42M Buy
2,202
+170
+8% +$105K 0.03% 377
2021
Q3 		$1.1M Buy
2,032
+76
+4% +$41K 0.03% 393
2021
Q2 		$959K Sell
1,956
-197
-9% -$85.4K 0.03% 438
2021
Q1 		$602K Buy
+2,153
New +$829K 0.02% 605

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
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
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

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

Spire Wealth Management reduced its Intuit (INTU) stake by 6.3% in Q3 2026, selling an estimated $12.3K and leaving 583 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

Spire Wealth Management first reported a position in INTU in Q1 2021 and has held it in 23 quarters since. The position peaked at $7.4M in Q2 2025. 1,014 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Spire Wealth Management held 583 shares of Intuit worth $161K as of Q3 2026.
  • Spire Wealth Management sold 39 Intuit shares in Q3 2026, an estimated $12.3K.
  • Intuit made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #818 holding.
  • Spire Wealth Management first reported a position in Intuit in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's Intuit position peaked at $7.4M in Q2 2025.
  • 1,014 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.