Valley Wealth Managers
INTU icon

Valley Wealth Managers’s Intuit INTU Stock Holding History

Valley Wealth Managers’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
-24
Closed -$6.26K – 349
2026
Q2 		$6.26K Sell
24
-1,609
-99% -$560K ﹤0.01% 300
2026
Q1 		$706K Buy
1,633
+596
+57% +$284K 0.05% 145
2025
Q4 		$687K Sell
1,037
-37
-3% -$24.4K 0.04% 151
2025
Q3 		$733K Buy
+1,074
New +$774K 0.05% 140

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return
Wilsey Asset Management
Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Valley Wealth Managers's INTU Position: Q3 2026 in Review

Valley Wealth Managers sold out of Intuit (INTU) in Q3 2026, closing a stake of 24 shares — an estimated $6.26K sold.

Valley Wealth Managers first reported a position in INTU in Q3 2025 and held it in 4 quarters. The position peaked at $733K in Q3 2025. 369 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Valley Wealth Managers reported no remaining Intuit position as of Q3 2026 after selling out during the quarter.
  • Valley Wealth Managers sold 24 Intuit shares in Q3 2026, an estimated $6.26K.
  • Valley Wealth Managers first reported a position in Intuit in Q3 2025 and held it in 4 quarters.
  • Valley Wealth Managers's Intuit position peaked at $733K in Q3 2025.
  • 369 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.