Waypoint Wealth Counsel’s Intuit INTU Stock Holding History

Waypoint Wealth Counsel’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	$333K	Buy	+1,206	New	+$379K	0.19%	97

Other funds holding INTU

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Waypoint Wealth Counsel's INTU Position: Q3 2026 in Review

Waypoint Wealth Counsel opened a new position in Intuit (INTU) in Q3 2026: 1,206 shares worth $333K. The stake represents 0.19% of the portfolio and ranks #97 among its holdings.

621 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

Waypoint Wealth Counsel held 1,206 shares of Intuit worth $333K as of Q3 2026.
Intuit was a new Waypoint Wealth Counsel position in Q3 2026.
Intuit made up 0.19% of Waypoint Wealth Counsel's portfolio in Q3 2026, its #97 holding.
621 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q3 2026, filed 22 Oct 2026.