Trifecta Capital Advisors’s Intuit INTU Stock Holding History

Trifecta Capital 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	–	Sell	-23	Closed	-$6K	–	398
2026 Q2	$6K	Buy	23 +1	+5%	+$348	﹤0.01%	267
2026 Q1	$9.5K	Hold	22	–	–	﹤0.01%	231
2025 Q4	$14.6K	Sell	22 -9	-29%	-$5.95K	﹤0.01%	210
2025 Q3	$21.2K	Buy	31 +22	+244%	+$15.9K	﹤0.01%	205
2025 Q2	$7.09K	Hold	9	–	–	﹤0.01%	250
2025 Q1	$5.53K	Sell	9 -35	-80%	-$21K	﹤0.01%	237
2024 Q4	$27.7K	Sell	44 -15	-25%	-$9.6K	0.01%	171
2024 Q3	$36.6K	Hold	59	–	–	0.01%	161
2024 Q2	$38.8K	Buy	59 +35	+146%	+$21.7K	0.01%	156
2024 Q1	$15.6K	Hold	24	–	–	﹤0.01%	186
2023 Q4	$15K	Buy	24 +15	+167%	+$8.27K	﹤0.01%	188
2023 Q3	$4.6K	Hold	9	–	–	﹤0.01%	241
2023 Q2	$4.12K	Hold	9	–	–	﹤0.01%	233
2023 Q1	$4.01K	Hold	9	–	–	﹤0.01%	234
2022 Q4	$3.5K	Buy	+9	New	+$3.57K	﹤0.01%	246

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

Trifecta Capital Advisors's INTU Position: Q3 2026 in Review

Trifecta Capital Advisors sold out of Intuit (INTU) in Q3 2026, closing a stake of 23 shares — an estimated $6K sold.

Trifecta Capital Advisors first reported a position in INTU in Q4 2022 and held it in 15 quarters. The position peaked at $38.8K in Q2 2024. 1,003 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

Trifecta Capital Advisors reported no remaining Intuit position as of Q3 2026 after selling out during the quarter.
Trifecta Capital Advisors sold 23 Intuit shares in Q3 2026, an estimated $6K.
Trifecta Capital Advisors first reported a position in Intuit in Q4 2022 and held it in 15 quarters.
Trifecta Capital Advisors's Intuit position peaked at $38.8K in Q2 2024.
1,003 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.