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WoodTrust Financial’s Intuit INTU Stock Holding History

WoodTrust Financial’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
-1,895
Closed -$495K – 183
2026
Q2 		$495K Buy
+1,895
New +$660K 0.06% 117

Other funds holding INTU

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

WoodTrust Financial's INTU Position: Q3 2026 in Review

WoodTrust Financial sold out of Intuit (INTU) in Q3 2026, closing a stake of 1,895 shares — an estimated $495K sold.

WoodTrust Financial first reported a position in INTU in Q2 2026 and held it in 1 quarter. The position peaked at $495K in Q2 2026. 71 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • WoodTrust Financial reported no remaining Intuit position as of Q3 2026 after selling out during the quarter.
  • WoodTrust Financial sold 1,895 Intuit shares in Q3 2026, an estimated $495K.
  • WoodTrust Financial first reported a position in Intuit in Q2 2026 and held it in 1 quarter.
  • WoodTrust Financial's Intuit position peaked at $495K in Q2 2026.
  • 71 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on WoodTrust Financial's 13F filing for Q3 2026, filed 9 Oct 2026.