Stegent Equity Advisors’s Intuit INTU Stock Holding History

Stegent Equity Advisors’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	$201K	Buy	+729	New	+$229K	0.16%	93
2026 Q2	–	Sell	-1,163	Closed	-$503K	–	120
2026 Q1	$503K	Buy	1,163 +434	+60%	+$207K	0.43%	61
2025 Q4	$483K	Sell	729 -3	-0.4%	-$1.98K	0.38%	71
2025 Q3	$500K	Buy	732 +1	+0.1%	+$721	0.41%	66
2025 Q2	$576K	Buy	731 +2	+0.3%	+$1.35K	0.51%	58
2025 Q1	$448K	Hold	729	–	–	0.45%	66
2024 Q4	$458K	Hold	729	–	–	0.47%	54
2024 Q3	$453K	Hold	729	–	–	0.5%	52
2024 Q2	$479K	Hold	729	–	–	0.5%	45
2024 Q1	$474K	Hold	729	–	–	0.48%	50
2023 Q4	$456K	Hold	729	–	–	0.54%	46
2023 Q3	$372K	Hold	729	–	–	0.47%	49
2023 Q2	$334K	Hold	729	–	–	0.37%	52
2023 Q1	$325K	Hold	729	–	–	0.32%	52
2022 Q4	$284K	Hold	729	–	–	0.34%	55
2022 Q3	$282K	Sell	729 -15	-2%	-$6.48K	0.42%	48
2022 Q2	$287K	Sell	744 -137	-16%	-$56.7K	0.37%	59
2022 Q1	$424K	Sell	881 -385	-30%	-$197K	0.36%	57
2021 Q4	$817K	Buy	+1,266	New	+$781K	0.66%	51

Other funds holding INTU

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Stegent Equity Advisors's INTU Position: Q3 2026 in Review

Stegent Equity Advisors opened a new position in Intuit (INTU) in Q3 2026: 729 shares worth $201K. The stake represents 0.16% of the portfolio and ranks #93 among its holdings. This is a return to the name: Stegent Equity Advisors previously reported a position in INTU as recently as Q1 2026.

Stegent Equity Advisors first reported a position in INTU in Q4 2021 and has held it in 19 quarters since. The position peaked at $817K in Q4 2021. 969 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

Stegent Equity Advisors held 729 shares of Intuit worth $201K as of Q3 2026.
Intuit was a new Stegent Equity Advisors position in Q3 2026.
Intuit made up 0.16% of Stegent Equity Advisors's portfolio in Q3 2026, its #93 holding.
Stegent Equity Advisors first reported a position in Intuit in Q4 2021 and has held it in 19 quarters since.
Stegent Equity Advisors's Intuit position peaked at $817K in Q4 2021.
969 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Stegent Equity Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.