VestGen Advisors
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VestGen Advisors’s Intuit INTU Stock Holding History

VestGen 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 		$697K Buy
2,527
+724
+40% +$227K 0.02% 492
2026
Q2 		$471K Buy
1,803
+829
+85% +$289K 0.01% 691
2026
Q1 		$378K Buy
974
+263
+37% +$125K 0.01% 755
2025
Q4 		$471K Sell
711
-462
-39% -$305K 0.02% 500
2025
Q3 		$801K Sell
1,173
-1,157
-50% -$834K 0.03% 401
2025
Q2 		$1.83M Buy
2,330
+1,543
+196% +$1.04M 0.07% 226
2025
Q1 		$483K Buy
+787
New +$473K 0.02% 390

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

VestGen Advisors's INTU Position: Q3 2026 in Review

VestGen Advisors increased its Intuit (INTU) stake by 40% in Q3 2026, buying an estimated $227K and bringing the position to 2,527 shares worth $697K. The position accounts for 0.02% of the portfolio, ranked #492.

VestGen Advisors first reported a position in INTU in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.83M in Q2 2025. 1,097 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • VestGen Advisors held 2,527 shares of Intuit worth $697K as of Q3 2026.
  • VestGen Advisors bought 724 Intuit shares in Q3 2026, an estimated $227K.
  • Intuit made up 0.02% of VestGen Advisors's portfolio in Q3 2026, its #492 holding.
  • VestGen Advisors first reported a position in Intuit in Q1 2025 and has held it in 7 quarters since.
  • VestGen Advisors's Intuit position peaked at $1.83M in Q2 2025.
  • 1,097 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.