Wealth Enhancement Advisory Services
INTU icon

Wealth Enhancement Advisory Services’s Intuit INTU Stock Holding History

Wealth Enhancement Advisory Services’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 		$31.5M Buy
177,212
+16,164
+10% +$5.08M 0.05% 348
2026
Q2 		$24.7M Buy
161,048
+32,278
+25% +$11.2M 0.04% 379
2026
Q1 		$25.6M Buy
128,770
+85,951
+201% +$41M 0.05% 319
2025
Q4 		$28.7M Sell
42,819
-6,076
-12% -$4.02M 0.04% 378
2025
Q3 		$32.2M Buy
48,895
+9,566
+24% +$6.9M 0.05% 322
2025
Q2 		$30.7M Buy
39,329
+6,794
+21% +$4.6M 0.05% 313
2025
Q1 		$20M Buy
32,535
+1,859
+6% +$1.12M 0.04% 397
2024
Q4 		$19.3M Buy
30,676
+1,369
+5% +$875K 0.04% 382
2024
Q3 		$18.2M Buy
29,307
+1,779
+6% +$1.14M 0.04% 369
2024
Q2 		$18.1M Buy
27,528
+260
+1% +$161K 0.04% 348
2024
Q1 		$17.7M Buy
27,268
+3,266
+14% +$2.08M 0.05% 351
2023
Q4 		$15M Buy
24,002
+802
+3% +$442K 0.04% 357
2023
Q3 		$11.9M Buy
23,200
+21,906
+1,693% +$11.1M 0.04% 368
2023
Q2 		$593K Sell
1,294
-85
-6% -$37.2K 0.01% 331
2023
Q1 		$615K Buy
+1,379
New +$566K 0.01% 369
2022
Q1 		– Sell
-367
Closed -$202K – 318
2021
Q4 		$202K Sell
367
-6,933
-95% -$4.28M ﹤0.01% 290
2021
Q3 		$4.44M Buy
+7,300
New +$3.93M 0.07% 114
2020
Q4 		– Sell
-9,571
Closed -$3.36M – 230
2020
Q3 		$3.36M Buy
+9,571
New +$2.99M 0.09% 83
2020
Q2 		– Sell
-7,772
Closed -$2.07M – 233
2020
Q1 		$2.07M Buy
+7,772
New +$2.1M 0.07% 104
2019
Q3 		– Sell
-5,518
Closed -$1.55M – 217
2019
Q2 		$1.55M Buy
+5,518
New +$1.4M 0.07% 115
2019
Q1 		– Sell
-11,455
Closed -$2.45M – 198
2018
Q4 		$2.45M Buy
11,455
+4,400
+62% +$916K 0.15% 52
2018
Q3 		$1.42M Buy
7,055
+252
+4% +$54.1K 0.09% 86
2018
Q2 		$1.41M Buy
+6,803
New +$1.3M 0.09% 87
2018
Q1 		– Sell
-13,573
Closed -$2.23M – 161
2017
Q4 		$2.23M Buy
+13,573
New +$2.07M 0.16% 71

Other funds holding INTU

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Wealth Enhancement Advisory Services's INTU Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Intuit (INTU) stake by 10% in Q3 2026, buying an estimated $5.08M and bringing the position to 177,212 shares worth $31.5M. The position accounts for 0.05% of the portfolio, ranked #348.

Wealth Enhancement Advisory Services first reported a position in INTU in Q4 2017 and has held it in 24 quarters since. The position peaked at $32.2M in Q3 2025. 1,475 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Wealth Enhancement Advisory Services held 177,212 shares of Intuit worth $31.5M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 16,164 Intuit shares in Q3 2026, an estimated $5.08M.
  • Intuit made up 0.05% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #348 holding.
  • Wealth Enhancement Advisory Services first reported a position in Intuit in Q4 2017 and has held it in 24 quarters since.
  • Wealth Enhancement Advisory Services's Intuit position peaked at $32.2M in Q3 2025.
  • 1,475 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.