Triad Wealth Partners’s Intuit INTU Stock Holding History

Triad Wealth Partners’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	$329K	Sell	1,192 -109	-8%	-$34.2K	0.02%	416
2026 Q2	$414K	Buy	1,301 +423	+48%	+$147K	0.02%	367
2026 Q1	$379K	Buy	878 +111	+14%	+$52.9K	0.03%	345
2025 Q4	$508K	Sell	767 -65	-8%	-$43K	0.05%	265
2025 Q3	$568K	Sell	832 -52	-6%	-$37.5K	0.07%	184
2025 Q2	$696K	Buy	884 +125	+16%	+$84.6K	0.14%	112
2025 Q1	$466K	Buy	759 +9	+1%	+$5.4K	0.14%	110
2024 Q4	$472K	Buy	+750	New	+$479K	0.17%	93
2024 Q3	–	Sell	-567	Closed	-$373K	–	453
2024 Q2	$373K	Buy	567 +226	+66%	+$140K	0.2%	50
2024 Q1	$222K	Buy	+341	New	+$218K	0.17%	55

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

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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Triad Wealth Partners's INTU Position: Q3 2026 in Review

Triad Wealth Partners reduced its Intuit (INTU) stake by 8.4% in Q3 2026, selling an estimated $34.2K and leaving 1,192 shares worth $329K. The position accounts for 0.02% of the portfolio, ranked #416.

Triad Wealth Partners first reported a position in INTU in Q1 2024 and has held it in 10 quarters since. The position peaked at $696K in Q2 2025. 922 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

Triad Wealth Partners held 1,192 shares of Intuit worth $329K as of Q3 2026.
Triad Wealth Partners sold 109 Intuit shares in Q3 2026, an estimated $34.2K.
Intuit made up 0.02% of Triad Wealth Partners's portfolio in Q3 2026, its #416 holding.
Triad Wealth Partners first reported a position in Intuit in Q1 2024 and has held it in 10 quarters since.
Triad Wealth Partners's Intuit position peaked at $696K in Q2 2025.
922 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.