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Toth Financial Advisory’s Intuit INTU Stock Holding History

Toth Financial Advisory’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 		$828 Sell
3
-21
-88% -$6.6K ﹤0.01% 983
2026
Q2 		$6.26K Sell
24
-41
-63% -$14.3K ﹤0.01% 632
2026
Q1 		$28.1K Buy
65
+24
+59% +$11.4K ﹤0.01% 437
2025
Q4 		$27.1K Hold
41
– – ﹤0.01% 438
2025
Q3 		$27.9K Sell
41
-20
-33% -$14.4K ﹤0.01% 433
2025
Q2 		$47.9K Hold
61
– – 0.01% 314
2025
Q1 		$37.2K Sell
61
-20
-25% -$12K ﹤0.01% 326
2024
Q4 		$50.6K Sell
81
-9
-10% -$5.75K 0.01% 298
2024
Q3 		$56.1K Hold
90
– – 0.01% 283
2024
Q2 		$59.3K Hold
90
– – 0.01% 274
2024
Q1 		$58.6K Sell
90
-12
-12% -$7.66K 0.01% 272
2023
Q4 		$63.7K Hold
102
– – 0.01% 268
2023
Q3 		$52K Buy
102
+12
+13% +$6.07K 0.01% 267
2023
Q2 		$41.1K Sell
90
-10
-10% -$4.38K 0.01% 294
2023
Q1 		$44.4K Buy
100
+11
+12% +$4.52K 0.01% 287
2022
Q4 		$34.8K Hold
89
– – 0.01% 314
2022
Q3 		$35K Sell
89
-3
-3% -$1.3K 0.01% 312
2022
Q2 		$35K Buy
92
+3
+3% +$1.24K 0.01% 309
2022
Q1 		$43K Hold
89
– – 0.01% 304
2021
Q4 		$57K Sell
89
-90
-50% -$55.6K 0.01% 286
2021
Q3 		$96K Sell
179
-26
-13% -$14K 0.01% 244
2021
Q2 		$101K Buy
+205
New +$88.9K 0.02% 218

Other funds holding INTU

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Toth Financial Advisory's INTU Position: Q3 2026 in Review

Toth Financial Advisory reduced its Intuit (INTU) stake by 88% in Q3 2026, selling an estimated $6.6K and leaving 3 shares worth $828. The position accounts for ﹤0.01% of the portfolio, ranked #983.

Toth Financial Advisory first reported a position in INTU in Q2 2021 and has held it in 22 quarters since. The position peaked at $101K in Q2 2021. 68 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Toth Financial Advisory held 3 shares of Intuit worth $828 as of Q3 2026.
  • Toth Financial Advisory sold 21 Intuit shares in Q3 2026, an estimated $6.6K.
  • Intuit made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #983 holding.
  • Toth Financial Advisory first reported a position in Intuit in Q2 2021 and has held it in 22 quarters since.
  • Toth Financial Advisory's Intuit position peaked at $101K in Q2 2021.
  • 68 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

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