Trek Financial
INTU icon

Trek Financial’s Intuit INTU Stock Holding History

Trek Financial’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 		$325K Buy
1,179
+353
+43% +$111K 0.02% 381
2026
Q2 		$216K Sell
826
-3,014
-78% -$1.05M 0.01% 478
2026
Q1 		$1.66M Buy
3,840
+1,313
+52% +$626K 0.09% 193
2025
Q4 		$1.67M Buy
2,527
+654
+35% +$432K 0.1% 190
2025
Q3 		$1.28M Sell
1,873
-7,395
-80% -$5.33M 0.08% 209
2025
Q2 		$7.3M Buy
9,268
+7,478
+418% +$5.06M 0.49% 60
2025
Q1 		$1.1M Buy
1,790
+448
+33% +$269K 0.08% 173
2024
Q4 		$843K Buy
1,342
+527
+65% +$337K 0.06% 212
2024
Q3 		$506K Buy
815
+129
+19% +$82.3K 0.04% 239
2024
Q2 		$451K Buy
+686
New +$426K 0.04% 238

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

Trek Financial's INTU Position: Q3 2026 in Review

Trek Financial increased its Intuit (INTU) stake by 43% in Q3 2026, buying an estimated $111K and bringing the position to 1,179 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #381.

Trek Financial first reported a position in INTU in Q2 2024 and has held it in 10 quarters since. The position peaked at $7.3M in Q2 2025. 1,084 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Trek Financial held 1,179 shares of Intuit worth $325K as of Q3 2026.
  • Trek Financial bought 353 Intuit shares in Q3 2026, an estimated $111K.
  • Intuit made up 0.02% of Trek Financial's portfolio in Q3 2026, its #381 holding.
  • Trek Financial first reported a position in Intuit in Q2 2024 and has held it in 10 quarters since.
  • Trek Financial's Intuit position peaked at $7.3M in Q2 2025.
  • 1,084 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Trek Financial's 13F filing for Q3 2026, filed 29 Oct 2026.