United Advisor Group’s Intuit INTU Stock Holding History

United Advisor Group’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	$271K	Buy	983 +119	+14%	+$37.4K	0.03%	482
2026 Q2	$226K	Sell	864 -247	-22%	-$86K	0.02%	493
2026 Q1	$480K	Buy	1,111 +661	+147%	+$315K	0.06%	296
2025 Q4	$298K	Buy	450 +22	+5%	+$14.5K	0.04%	377
2025 Q3	$292K	Buy	+428	New	+$309K	0.04%	362
2025 Q2	–	Sell	-594	Closed	-$365K	–	391
2025 Q1	$365K	Buy	594 +235	+65%	+$141K	0.07%	243
2024 Q4	$226K	Buy	+359	New	+$229K	0.04%	338
2024 Q3	–	Sell	-484	Closed	-$318K	–	349
2024 Q2	$318K	Buy	484 +160	+49%	+$99.2K	0.1%	191
2024 Q1	$211K	Buy	+324	New	+$207K	0.08%	202

Other funds holding INTU

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

United Advisor Group's INTU Position: Q3 2026 in Review

United Advisor Group increased its Intuit (INTU) stake by 14% in Q3 2026, buying an estimated $37.4K and bringing the position to 983 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #482.

United Advisor Group first reported a position in INTU in Q1 2024 and has held it in 9 quarters since. The position peaked at $480K in Q1 2026. 1,475 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

United Advisor Group held 983 shares of Intuit worth $271K as of Q3 2026.
United Advisor Group bought 119 Intuit shares in Q3 2026, an estimated $37.4K.
Intuit made up 0.03% of United Advisor Group's portfolio in Q3 2026, its #482 holding.
United Advisor Group first reported a position in Intuit in Q1 2024 and has held it in 9 quarters since.
United Advisor Group's Intuit position peaked at $480K in Q1 2026.
1,475 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.